Enterprise

The enterprise is the umbrella under which multiple companies operate. You can think of the enterprise as the parent company. Settings at the enterprise level support cross-company transactions and reporting.

At the enterprise level, above all of the companies, establish the following settings:

  • Work breakdown structure ( WBS). Phases and tasks within a project can be owned by different companies.
  • Fiscal calendar.
  • Chart of accounts structure. However, individual accounts can be established by company.
  • Organization structure. Individual companies can be divided further into organizations (such as branch offices, regions, or disciplines) whose revenue and expense are tracked separately.
  • Employee, vendor, and client records, which you enter through the hubs.