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Organization Subcodes

When you set up Organization Reporting, you must set up separate subcodes for each level in your organization structure. You can then combine the subcodes to create the codes that identify your organizations.

The subcode structure determines how Vantagepoint tracks project and accounting information in the general ledger, and how you can access and organize this information on project reports and financial statements.

Each of your subcodes can contain up to 14 letters or numbers. If your enterprise has a multi-level organization structure, you then combine subcodes from different levels to create valid organizations. Valid organizations are multi-code combinations: individual subcode levels that are separated from one another by colons.

You set up subcodes in Settings > Organization > Codes in the desktop application.

Example

The first level of your organization structure represents your enterprise’s offices. You give each office a unique two-character subcode, such as:

CO Corporate

BO Boston

CH Chicago

LV Las Vegas

The second level of your organization structure represents the business disciplines within each of your offices. You give each discipline a three-character subcode, such as:

GEN General

ARC Architecture

ENG Engineering

ENV Environmental

When you put the subcodes together, you can track two-level entities, such as:

CO:GEN Corporate/General

BO:ARC Boston/Architecture

CH:ENG Chicago/Engineering

LV: ENV Las Vegas/Environmental

Because you can have up to five organization levels, you can have up to five subcode levels. For example, NA:CA:MO:09:04 uses five subcodes to identify one organization (North American Division, Canadian Operations, Montreal Office, Department 9, Discipline 4).

Valid Subcode Combinations

As part of setting up Organization Reporting, you must tell Vantagepoint that a particular combination of subcodes represents a valid organization.

For example, you can identify CH:AR:01 as a valid combination that represents an existing organization. You can then enter this subcode anywhere that organizations are used in Vantagepoint.

If you have not identified a particular set of subcodes as valid, you cannot use that combination.