Deltek Vantagepoint Help

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Organizations (CRM Only)

An organization is a specific component of your enterprise's operational structure. If your only activated module is CRM, you can set up organizations in the browser application (Settings > General > Organization).

If you have CRM Plus or any other modules, you set up organizations in the desktop application, and this help topic does not apply to you. Instead, see Organization Setup Overview and related topics.

Setting Up Organizations

To set up organizations, you do the following either on the Organization Structure Setup dialog box or on the Organization form:
  1. Specify the number of levels. The maximum is five.
  2. Specify the number of characters in each level's segment of the organization IDs. The total number of characters, including delimiters, for all levels cannot exceed 14.
  3. Enter the actual element IDs and names for each level. For example, if the first level of the structure is Location, the elements for that level might be 01 (Boston), 02 (New York), 03 (Denver), and 04 (Phoenix).
  4. If your organization structure has more than one level, define each of the organizations by combining one element from each of the levels (Boston Architecture, Boston Engineering, New York Architecture, New York Engineering, and so on).

Using Organizations

If you implement organizations, you must do the following:
  • Assign every employee to an organization when you enter employees in the Employees hub or when you import employees into Vantagepoint.
  • Assign every project to an organization when you set up projects in the Projects hub or when you import projects into Vantagepoint.

You also have the option to assign or not assign individual generic resources to organizations.

Changing the Status of an Organization

On the Organizations form, you can change the status of an organization, though restrictions may apply. If you change the status of an organization from Active to Inactive or Dormant, the organization no longer displays in lookup lists, and you can no longer associate projects, employees, or generic resources with that organization.

An organization to which active records are currently assigned can be changed to Inactive, but if it has assigned employees or projects, Vantagepoint displays a message asking you to confirm that you want to inactivate it.

The Dormant status is intended only for organizations that you are in the process of phasing out. Though you can change an organization to Dormant if existing records are currently assigned to it, you cannot change it to Dormant if any active employees or projects are still assigned to it.

Changing the Number of Levels in the Organization 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, projects, and generic resources to those organizations, it is difficult and time consuming to change the number of levels.

For details, see Changing Levels in a Fixed Structure.

Changing the Number of Characters for a Level

You can increase the number of characters allotted to the element IDs for a level in the organization IDs after you have set up organizations. If you do, Vantagepoint adds zeros to the left of the current IDs for the level. You cannot reduce the number of characters allotted to a level.