Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Add Organizations (CRM Only)

If you only have the CRM module, add organizations on the Organization settings form.

Prerequisite: Before you can add organizations on the Organizations form, you must select the fixed organization structure option and specify the number and size of levels in the structure.

The procedure below applies if your only activated module is CRM. If you have CRM Plus or any other modules, you set up and add organizations in the desktop application.

To add organizations:

  1. In the Navigation pane, select Settings > General > Organization.
  2. On the Organization forms, in Singular Label for the first level, enter the singular label for that level of the organization structure, such as Company.
  3. In Plural label, enter the plural label for that level of the organization structure.
  4. In the first grid column, enter the names of the elements at that level of the structure.
    For example, if the first level is Company, enter abbreviated company names in the Level 1 grid. To display a blank row for a new level element, click + Add Entry at the bottom of the grid.
  5. In the second grid column, enter the IDs of the elements at that level of the structure.
  6. If your organization structure has more than one level, repeat steps 2 - 5 for each level.
    For example, the second level might be Office and the third Discipline.
    • If your organization structure has only one level, you are finished setting up organizations.
    • If your organization structure has more than one level, continue with step 8.
  7. To add the first organization, select the elements, one from each of the levels, that together define that organization.
    The combination displays below the level grids next to the Add button.
  8. To create the organization, click Add.
    The organization displays in the organization grid with a default name and the (Active) status.
  9. If the default name in Organization Name is not satisfactory, change the name.
  10. If you do not want the organization to be active, click the Status icon and select Inactive or Dormant.
  11. Repeat steps 8 - 11 for each organization.
    If you add an organization and then want to remove it, you can do so as long as the organization is not associated with any other records in the database. Hover over the grid row and click at the right end of the row.