Contents of the Organization Form (CRM Only)

Use the Organization form to indicate if you want to implement an organization structure. If you do want to use organizations, you also use the form to enter information about the organization structure and to enter your organization IDs and names.

The information in this topic applies if your only activated module is CRM. If you have CRM Plus or any other modules, this form is not available, and you set up organizations in the desktop application.

The fields and options on this form vary, depending on whether or not you have already specified an organization structure.

Contents: With No Structure Set Up

Field	Description
Organization	If you have not yet set up an organization structure in Vantagepoint, this field displays No organization has been set up.
+ Set Up Organization Structure	Click this link to set up your organization structure on the Organization Structure Setup dialog box. Deltek strongly recommends that you carefully plan the organization structure you want before you set it up in Vantagepoint. After you set up your organizations and, in particular, after you assign employees, projects, and generic resources to those organizations, it is difficult and time consuming to change the number of levels.

Contents

Field	Description
Organization	This field displays the number of levels in the structure.
	To make changes to the number of levels, level delimiters, or number of characters in each level segment of the organization ID, click this icon to display the Organization Structure Setup dialog box.
Level 1 - 5	Use the fields and grid displayed for each level of the structure to enter labels for the level and to specify the IDs and names of the elements for that level.
Singular Label	In each of the fields, enter the singular label for that level of the organization structure, such as Company, Office, and Discipline. You can also edit these labels on the Labels form in Labels and Lists Settings (Settings > Labels and Lists > Labels).
Plural Label	In each of the fields, enter the plural label for that level of the organization structure. You can also edit these labels on the Labels form in Labels and Lists Settings.
Level element names	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.
Level element IDs	In the second grid column, enter the IDs of the elements at that level of the structure. This column only displays if you have implemented the Resource Planning module.
+ Add Entry	Click this link to display a blank grid row so you can enter another element for the level.
X	If no organizations contain the element, you can delete an element from the grid. Hover over the grid row and click this icon.
Add	To add an organization, you combine elements from each of the levels to define the organization. Select the elements, one from each of the level grids, that together define the organization. The combination displays below the level grids. After you select a value for each level, click Add to add the organization to the list of organizations at the bottom of the form.
Find Organization	Use the field above the organization grid to search the grid for an organization.
Organization Name	This column displays the names of the organizations. By default, the organization name is the combination of the level elements you select when you add the organization, but you can change it in this field.
Status	This column displays the status of each of the organizations: active (green), inactive (gray), or dormant (red). By default, a newly added organization is active. To change the status of an organization, click the status icon and select the status. If you change the status of an organization from Active to Inactive or Dormant, the organization no longer appears in lookup lists, and you can no longer associate employees, projects, or generic resources with that organization. An organization to which employees, projects, or generic resources are currently assigned can be changed to Inactive, but if it has assigned active employees, Vantagepoint displays a confirmation prompt. The Dormant status is intended only for organizations that you are in the process of phasing out. Though you can change the status to Dormant if existing projects or generic resources are currently assigned to the organization, you cannot change it to Dormant if any active employees are still assigned to it.
Structure	This column displays the level element names that make up the organization (for example, Apple & Bartlett > Boston > Architecture).
	If the organization is not associated with any other records in the database, you can delete it. Hover over the grid row and click this icon.