Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Create Organization Levels and Specify Label Formats

Use the Key Format utility to create the number of organization levels your enterprise uses, specify the delimiter for the organization code, and specify the length of the organization label.

In addition to the general term "organization," Vantagepoint uses labels to describe the categories of subcodes. Examples of labels you can supply include company, region, branch, discipline, and principal. You can change the labels at any time in Settings.

If your company uses multiple companies, you cannot add or change the first level of the organization.

Warning: If your company uses an on-premises deployment of Vantagepoint, Deltek strongly recommends that you create a backup copy of your database before running the utility. There is no way to undo this process without a backup database.

If your company has an on-premises deployment of Vantagepoint, your company manages your database backup. If your company has a cloud-based deployment of Vantagepoint, coordinate with Deltek about your database backup.

To create organization levels and specify a format:

  1. In the Navigation pane, select Utilities > Key Formats > Organizations.
  2. On the Organization Number Format form, enter or modify the delimiter symbol in the Delimiter Symbol field.
  3. Click +Add Level to add another organizational level to the organization number. Note that the maximum number of organization levels is 5.
  4. In the Length field of the new organization level, enter the length number for the new organization level. Note that the maximum total length of 14 characters is allowed for the organization number, including the delimiter symbol.
    The Add/Remove Length From option displays.
  5. In the Add/Remove Length From option, select Left or Right to identify where you want to add or remove characters from the organization number.
  6. As an option, you can change the order of the organization level you added. Move the mouse pointer over the new organization level, then click and drag up and down the grid.
  7. Review the value in the Sample Value field to see the format as it will be after the key format utility is run.
  8. Click Run.
You can now assign a label to the new organization level that you added in Organization General Setup.