Deltek Vantagepoint Help

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Set Up Your Initial Organization Structure (CRM or Resource Planning)

You can associate employees, generic resource, and projects with organizations. To do that, you first use the Organization Structure Setup dialog box to select the type of structure and other properties of the 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, generic resource, and projects to those organizations, it is difficult and time consuming to change the number of levels.

This procedure applies if your only activated modules are CRM and/or Resource Planning. If you have any other modules, you set up and add organizations in the desktop application.

To set up your firm's organization structure:

  1. In the Navigation pane, select Settings > General > Organization.
  2. On the Organizations form, click + Set Up Organization Structure.
  3. On the Organization Structure Setup dialog box, do one of the following in Type:
    • If all of the following are true for your organization structure, select Fixed:
      • Your organization structure has a standard number of levels.
      • Within each level, each ID and name means the same thing across all branches of the organization structure.
      • You have no more than 5 levels.
      • You have no more than 14 characters in your organization IDs, including level delimiters.
    • If one or more of the requirements listed above are false, select Variable.
    If CRM is your only activated module, a fixed structure is the only type of structure available.
  4. Complete one of the following actions:
    • If you selected Variable in Type, enter the character that you use to separate the levels in your organization IDs (a period, for example).
    • If you selected Fixed in Type, select the number of levels in your organization structure. The maximum is five.
  5. Complete one of the following actions:
    • If you selected Variable in Type, click Save to complete the structure setup. You can skip the remaining steps in this procedure.
    • If you selected Fixed in Type, continue with step 6.
  6. If you have more than one level in your organization structure, enter in the Delimiter field the character, such as a period, that you use to separate the levels in your organization IDs.
  7. In Number of Characters in Organization ID for each level in your structure, enter the number of characters for the ID segment for that level.
    The total number of characters, including delimiters, cannot exceed 14.
    As you make entries, the organization ID format below the grid is updated.
  8. Click Save to complete the structure setup.
  9. On the Organization form, in each of the Singular Label and Plural Label fields, enter the labels for that level of the organization structure (for example, Company/Companies, Office/Offices, and Discipline/Disciplines.)
    You can also edit these labels on the Labels form in Settings > Labels and Lists > Labels.
  10. Enter the actual names and element IDs for each level.
    For example, if the second level of the structure is Offices, the elements for that level might be Boston/01, New York/02, and Denver/03.