How to... Complete the step-by-step instructions for the tasks that you perform when managing organizations. Related Topics:Search for Organizations You can search for organizations using one or more search fields. Add an Internal Organization You can add an internal organization, such as a branch to your parent organization. Add an External Organization You can add an external organization that you are associated with. This allows you to add external contacts that will be working on projects with you. Edit an Internal Organization You edit an internal organization to update its details and classifications. Edit an External Organization You edit an external organization to update its details and classifications. Add a Note to an Organization You can add notes to an organization to provide supporting information. Add an Insurance Policy to an Organization You can add the details of an insurance policy to an organization, such as a liability or indemnity insurance policy. Configure Organization Reporting You can configure the logo images that display on reports that users generate against an internal organization. You can set individual report logos for each module type, including DLM, observation, and snagging/punch list reports. You can also set a general organization report logo, and this will be used in the absence of a logo for a particular module report type. Parent Topic: Organizations HomeDeltek PIM HelpOrganizationsHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when managing organizations. Related Topics:Search for Organizations You can search for organizations using one or more search fields. Add an Internal Organization You can add an internal organization, such as a branch to your parent organization. Add an External Organization You can add an external organization that you are associated with. This allows you to add external contacts that will be working on projects with you. Edit an Internal Organization You edit an internal organization to update its details and classifications. Edit an External Organization You edit an external organization to update its details and classifications. Add a Note to an Organization You can add notes to an organization to provide supporting information. Add an Insurance Policy to an Organization You can add the details of an insurance policy to an organization, such as a liability or indemnity insurance policy. Configure Organization Reporting You can configure the logo images that display on reports that users generate against an internal organization. You can set individual report logos for each module type, including DLM, observation, and snagging/punch list reports. You can also set a general organization report logo, and this will be used in the absence of a logo for a particular module report type. Parent Topic: Organizations HomeDeltek PIM HelpOrganizationsHow to...