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Changing Levels in Your Organization Structure (CRM Only)

Once you have set up your organizations and, in particular, once you have assigned employees, projects, and generic resources to those organizations, it is difficult and time consuming to change the number of levels. (This topic only applies if the CRM module is your only activated module.)

Deltek strongly recommends that you carefully plan the organization structure you want before you set it up in Vantagepoint.

Important: Changing the organization structure affects many areas of Vantagepoint, and it can take some time for the update process to finish. If you decide to change the number of levels, Deltek strongly recommends that you do so when no one else is using Vantagepoint.

If you add a new level, it is added automatically to all existing organizations as the lowest level of the structure. The element value at that level for all organizations is set to <Conversion>. All existing employees, projects, and generic resources that previously were assigned to organizations are assigned to organizations with <Conversion> at the lowest level. At that point, you can add other more meaningful values for the new level and create new organizations that use those values. However, if you want to assign existing records to those new organizations, you must change their assigned organizations individually. For employees, projects, and generic resources, you can do that in Vantagepoint or you can import them again with the import option to update existing records selected; for projects, you can only update the assigned organization by importing them again with the import option to update existing records selected.

If you reduce the number of levels, Vantagepoint removes the lowest level. If that results in duplicate organizations, all but one of those organizations are removed, and all records associated with those duplicate organizations are assigned to the one remaining organization.

If you set up organizations and later want to remove the organization structure altogether, select None in Type in the Organization Structure Setup dialog box. This might occur, for example, if you try out different organization structures during the implementation of Vantagepoint.

If you set up security roles that base access to project plans on custom lists of organizations, the organizations referenced in those lists are not updated for the changes that occur when you change the number of levels. As a result, employees assigned those security roles will no longer have access to plans. You must select new lists of organizations from the new structure for those roles.