Organizations

Management of organizations

• Management of organizations allows to edit the structure of the company in the frame of organizations (Departments, Units, Location, …)

• The organization summarizes the data of the projects in progress for the organization.

Depending on the profile, you can limit the visibility of resources to people in the same organization or team as the current user.

Organization global view

When creating new project, if organization is not set but project has parent with organization, retreive the organization from parent.

Section Description

Other sections

• Current project

• Linked element

• Attachments

• Notes

• Organization

Required fields

Field	Description
Id	Unique Id for the Organization.
Name	Short name of the Organization.
Organization type	Type of organization.
Manager	Manager of organization.
Hierarchy	list of parents organizations.
Parent organization	parent organization.
Display the structure	Displays the structure of the selected organization in a popup.
Show idle organization	Show closed organizations in the structure display.
Closed	Box checked indicates the organization is archived.
Closed dates	Displays the closing date and time of the organization.
Description	Description of the organization

Display the structure

Click on the button to open a pop-up which will display in a more graphic way the structure of the organization you have selected.

Structure display

Project Synthesis

Project financial synthesis

This section displays a summary of the costs recorded on the projects related to the selected organization.

Projects of organization and its sub-organizations

list of projects and its sub-projects

In this section you will find the list of projects and sub-projects linked to the selected organization.

A button allows you to display or hide closed organizations.

Linked resources

This section allows you to see the resources attached to the selected organization.

• Click on to add a new resource in the organization

• Click on to delete a resource of the organization

• Click the allocate all organization members to a project button to assign all of an organization’s resources to a project.

• The project assignment pop-up opens and allows you to choose your resources.

See: Allocations section

Linked elements

This section allow you to linked any element of ProjeQtOr to the selected organization.

See: Linked Elements section

Attachments

This section allows you to attach elements external to the selected organization. Whether documents or url addresses.

See: Attachments section

Notes

This section allows you to add notes on elements linked to the selected organization

See: Notes section