Add Organizations on the Organizations Tab

If you configured Deltek CRM for a Fixed organization structure, add your organizations on the Organizations tab in the General area of the Configuration workspace.

Prerequisite: Before you can add organizations on the Organizations tab, you must select the Fixed organization structure option and specify the number and size of levels in the structure.

If you selected the Variable organization structure option, you add organizations by importing them from a .CSV file or using the API. Once they are in Deltek CRM, however, you can review them and change organization names and status on the Organizations tab.

Deltek strongly recommends that you carefully plan the organization structure you want before you set it up in Deltek CRM. Once you have set up your organizations and, in particular, once you have assigned employees, generic resources, projects, and opportunities to those organizations, it is difficult and time consuming to change the number of levels.

For more information about setting up and using organizations, see Organizations.

To add organizations on the Organizations tab, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the General area.
2. In SINGULAR LABEL for the first level, enter the singular label for that level of the organization structure (Company, Office, and Discipline, for example).
3. In PLURAL LABEL, enter the plural label for that level of the organization structure (Companies, Offices, and Disciplines, for example).
4. 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.
5. In the second grid column, enter the IDs of the elements at that level of the structure.
6. If your organization structure has more than one level, repeat steps 2 - 5 for each level.
7. Do one of the following:
   • If your organization structure has only one level, you are finished setting up organizations.
   • If your organization structure has more than one level, continue with step 8.
8. To add the first organization, select the elements, one from each of the levels, that together define that organization. The combination displays below the level grids next to the Add button.
9. To create the organization, click Add. The organization displays in the organization grid with a default name and the Active status.
10. If the default name in ORGANIZATION NAME is not satisfactory, change the name.
11. If you do not want the organization to be active, click the STATUS icon and select Inactive or Dormant.
12. Repeat steps 8 - 11 for each organization.

    If you add an organization and then want to remove it, you can do so as long as the organization is not associated with any other records in the database. Hover over the grid row and click at the right end of the row.