If you have only the CRM module, you can associate employees, generic resource, and projects with organizations. To do that, you first use the Organization Structure Setup dialog box to specify properties of the structure.
Deltek strongly recommends that you carefully plan the
organization structure you want before you set it up. After you set up your
organizations and, in particular, after you assign
employees, generic resource, and
projects to those
organizations, it is difficult and time consuming to change the number of levels.
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 set up your organization structure:
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In the Navigation pane, select
.
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On the Organizations form, click
+ Set Up Organization Structure.
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On the Organization Structure Setup dialog box, select
Fixed in
Type.
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Select the number of levels in your organization structure. The maximum is five.
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If you have more than one level in your organization structure, enter in
Delimiter the character, such as a period, that you want to use to separate the levels in your organization IDs.
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In
Number of Characters in Organization ID for each level in your structure, enter the number of characters for the ID segment for that level.
The total number of characters, including delimiters, cannot exceed 14.
As you make entries, the organization ID format below the grid is updated.
-
Click
Save to complete the structure setup.
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On the Organization form, in each of the
Singular Label and
Plural Label fields, enter the labels for that level of the organization structure (for example,
Company/Companies,
Office/Offices, and
Discipline/Disciplines.)
You can also edit these labels on the Labels form in
.
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Enter the actual names and element IDs for each level.
For example, if the second level of the structure is
Offices, the elements for that level might be
Boston/01,
New York/02, and
Denver/03.