General Area: Organizations Tab

Use the Organizations tab in the General area of the Configuration workspace to indicate if you want to implement an organization structure in Deltek CRM. If you do want to use organizations, also use the tab to enter information about the organization structure and to enter or import your organization IDs and names.

The fields and options on this tab vary depending on whether or not you have specified an organization structure and, if you have specified a structure, whether you set up a Fixed structure or a Variable structure.

Contents: With No Structure Set Up

Field	Description
Organization	If you have not yet set up an organization structure in Deltek CRM, this field displays No organization has been set up.
+ Set Up Organization Structure	Click this link to set up your organization structure in the Organization Structure Setup dialog box. 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, projects, opportunities, and generic resources 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.

Contents: With Variable Structure Set Up

Field	Description
Organization	This field displays Variable Structure.
Import Organization	Click this link to import one or more new organizations from a .CSV file. You can also click this link to import updated information from a .CSV file for organizations that already exist in Deltek CRM. If you set up a Variable structure, you must either import your organizations from a .CSV file or import them using the API. You cannot add them individually in Deltek CRM.
	To change the character that is the level delimiter in your organization IDs, click this icon to display the Organization Structure Setup dialog box.
Find Organization	Use the field above the organization grid to search the grid for an organization. Type one or more characters in the field and pause to display all organizations with names that contain those characters. Blank out the field to display all organizations.
ORGANIZATION NAME	This column displays the imported organization name, but you can change that name.
ORGANIZATION ID	This column displays the IDs of the organizations.
STATUS	This column displays the status of each of the organizations: active (green), inactive (gray), or dormant (red). A newly imported organization has the status specified in the import data, or if no status was specified, it is set to 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, project, opportunities or generic resources with that organization. An organization to which employees, project, opportunities or generic resources are currently assigned can be changed to Inactive, but if it has assigned active employees, Deltek CRM 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 projects, opportunities or generic resources are currently assigned to it, 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 (Apple & Bartlett > Boston > Architecture, for example).
	As long as an organization is not associated with any other records in the database, you can delete it. Hover over the grid row and click .

Contents: With Fixed Structure Set Up

Field	Description
Organization	This field displays Fixed Structure and 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	If you set up a Fixed organization structure, 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. Field Description SINGULAR LABEL In each of the SINGULAR LABEL fields, enter the singular label for that level of the organization structure (Company, Office, and Discipline, for example). You can also edit this label on the Labels tab in the Customization area of the Configuration workspace. PLURAL LABEL In each of the PLURAL LABEL fields, enter the plural label for that level of the organization structure (Companies, Offices, and Disciplines, for example). You can also edit this label on the Labels tab in the Customization area of the Configuration workspace. 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. As long as no organizations contain the element, you can delete an element from the grid. Hover over the grid row and click .
Add	To add an organization, you combine elements from each of the levels to define your organizations. Select the elements, one from each of the level grids, that together define an organization. The combination displays below the level grids next to the Add button. After selecting a value for each level, click Add to add the organization to the list of organizations at the bottom of the tab. This button only displays if you set up a Fixed organization structure.
Find Organization	Use the field above the organization grid to search the grid for an organization. Type one or more characters in the field and pause to display all organizations with names that contain those characters. Blank out the field to display all organizations.
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.
ORGANIZATION ID	This column displays the IDs of the organizations. The organization ID is the combination of the IDs for the level elements you select when you add the organization. The level ID segments are separated by the delimiter you specified when you set up the organization structure. This column only displays if you have implemented the Resource Planning module.
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, project, opportunities or generic resources with that organization. An organization to which employees, project, opportunities or generic resources are currently assigned can be changed to Inactive, but if it has assigned active employees, Deltek CRM 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 projects, opportunities or generic resources are currently assigned to it, 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 (Apple & Bartlett > Boston > Architecture, for example).
	As long as an organization is not associated with any other records in the database, you can delete it. Hover over the grid row and click .