Create and Manage Internal and External Company Departments
Background
The process below describes how to manage internal and external departments
Process
1) Click ORG
2) Under “Member” Contacts or External Contacts click Departments
3) Check the department doesn’t exist by filtering grid on either code or title.
4) Add, edit, delete departments using the icon buttons identified below.
5) Fill in the Department form for Code, Title and Description
Pre-Requisite Requirements
Security Access
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Roles – users are to be assigned a user role for accessing the Departments menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles
Departments do not require any other menu pages pre-populated with data prior to their use.
Additional Information
Field Explanation
Field | Example Input | Characters | Field Restrictions |
---|---|---|---|
Code | CM | max 10 min 2 | Alpha, Numeric and special characters allowed |
Title | Commercial | max 70 min 2 | Alpha, Numeric and special characters allowed |
Description | The commercial department includes, contract managers, procurement officers, commercial staff and legal team members | max 1500 | Alpha, Numeric and special characters allowed |
Sample Data – Version 1 – With 2 Digit Alpha Code
Code | Title |
AD | Administration |
CN | Construction |
CO | Commissioning |
CP | Commercial & Procurement |
DE | Design & Engineering |
FI | Finance |
GR | Government Relations |
HR | Human Resources |
HS | Health & Safety |
IR | Industrial Relations |
IT | Information Communication & Technology |
LE | Legal |
MK | Marketing |
OM | Operations & Maintenance |
PC | Project Controls |
PM | Project Management |
PS | Property Management |
QA | Quality Assurance |
RM | Risk Management |
SC | Stakeholder & Community |
SE | Security |
Sample Data – Version 2 – With 3 digit numeric Code
Code | Title |
001 | Administration |
002 | Construction |
003 | Commissioning |
004 | Commercial & Procurement |
005 | Design & Engineering |
006 | Finance |
007 | Government Relations |
008 | Human Resources |
009 | Industrial Relations |
010 | Information Communication & Technology |
011 | Legal |
012 | Marketing |
013 | Operations & Maintenance |
014 | Project Controls |
015 | Project Management |
016 | Property Management |
017 | Quality Assurance |
018 | Risk Management |
019 | Stakeholder & Community |
020 | Security |
021 | Health & Safety |
Sample Data – Version 3 – Incorporating Profit Centres with Department
Code | Title |
ARC.AD | Architecture – Administration |
ARC.CM | Architecture – Commercial |
ARC.EN | Architecture – Environmental |
ARC.PR | Architecture – Procurement |
ARC.LG | Architecture – Legal |
PPM.AD | Project & Program Management – Administration |
PPM.CM | Project & Program Management – Commercial |
PPM.EN | Project & Program Management – Environmental |
PPM.PR | Project & Program Management – Procurement |
PPM.LG | Project & Program Management – Legal |