Create and Manage Project Sectors
Background
Process
1) Click Settings
2) Under Projects click Sectors,
Click on picture to enlarge
3) Check the Sector doesn’t exist by filtering grid on either code or title.
4) Add, edit, delete sectors using the icon buttons identified below.
Click on picture to enlarge
Click on picture to enlarge
Pre-Requisite Requirements
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 Billing Classification 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
Sectors do not require any other pages pre-populated with data prior to their use.
Additional Information
| Field | Example Input | Characters | Field Restrictions |
|---|---|---|---|
| Code | HLC | Min 1 Max 50 | Mandatory
Alpha, Numeric and special characters allowed. No Duplicates Allowed. |
| Title | Health Care | Min 2 Max 200 | Mandatory
Alpha, Numeric and special characters allowed. No Duplicates Allowed. |
| Description | Biotechnology, Health Care Equipment & Supplies, Health Care Providers & Services, Health Care Technology, Life Sciences Tools & Services, Pharmaceuticals | Min 2 Max 500 | Non Mandatory
Alpha, Numeric and special characters allowed. |
| Code | Title | Description |
|---|---|---|
| HLC | Health Care | Biotechnology, Health Care Equipment & Supplies, Health Care Providers & Services, Health Care Technology, Life Sciences Tools & Services, Pharmaceuticals |
| TCS | Telecommunication Services | Diversified Telecommunication Services, Wireless Telecommunication Services |
| UTI | Utilities | Electric Utilities, Gas Utilities, Independent Power and Renewable Electricity Producers, Multi-Utilities, Water Utilities |
| FSV | Financial Services | Banks, Capital Markets, Consumer Finance, Diversified Financial Services, Insurance, Mortgage REITs, Thrifts & Mortgage Finance |
| ITS | Information Technology | Communications Equipment, Electronic Equipment, Instruments & Components, IT Services, Internet Software & Services, Semiconductors & Semiconductor Equipment, Software, Technology Hardware, Storage & Peripherals |
| ERG | Energy | Energy Equipment & Services, Oil Gas & Consumable Fuels |
| IND | Industrials | Aerospace & Defense, Air Freight & Logistics, Airlines, Building Products, Commercial Services & Supplies, Construction & Engineering, Electrical Equipment, Industrial Conglomerates, Machinery, Marine, Professional Services, Road & Rail, Trading Companies & Distributors, Transportation Infrastructure |
| CND | Consumer Discretionary | Auto Components, Automobiles, Distributors, Diversified Consumer Services, Hotels, Restaurants & Leisure, Household Durables, Internet & Catalog Retail, Leisure Products, Media, Multiline Retail, Specialty Retail, Textiles, Apparel & Luxury Goods |
| CNS | Consumer Staples | Beverages, Food & Staples Retailing, Food Products, Household Products, Personal Products, Tobacco |
| MAT | Materials | Chemicals, Construction Materials, Containers & Packaging, Metals & Mining, Paper & Forest Products |
| RES | Real Estate | Equity Real Estate Investment Trusts, Real Estate Management & Development |