General Area of Configuration

Use the General area in the Configuration workspace to enter your organization address, enable government contracting procurement fields, and set up your business unit structure.

Field	Description
`Organization` Address	This field displays your `organization` address. To enter or make changes to your `organization` address, hover over this field and click . In the Edit `Organization` Address dialog box, enter up to a four-line mailing address, select the country, and enter the primary corporate phone number. (If the address has more than two lines, click + Add Address Line to add another blank line. The maximum is four.)
Enable Government Contracting	To enable fields for tracking procurement information for government contracting opportunities, select this check box. If you select this check box, the following fields become available on the Overview tab in the Opportunities area: Award Type Duration Master Contract Contract Type Competition Type Solicitation # NAICS

Field

Description

Organization Address

This field displays your organization address.

To enter or make changes to your organization address, hover over this field and click . In the Edit Organization Address dialog box, enter up to a four-line mailing address, select the country, and enter the primary corporate phone number. (If the address has more than two lines, click + Add Address Line to add another blank line. The maximum is four.)

Enable Government Contracting

To enable fields for tracking procurement information for government contracting opportunities, select this check box.

If you select this check box, the following fields become available on the Overview tab in the Opportunities area:

Award Type
Duration
Master Contract
Contract Type
Competition Type
Solicitation #
NAICS

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Field	Description
`BUSINESS UNIT` STRUCTURE	Select the number of levels in your `business unit` structure. If you do not want to use `business units`, select None. If you later want to add other `business units` or change an existing `business unit`, click next to this field to display the LEVEL grids. Click to hide the grids again. Note: Deltek strongly recommends that you carefully plan the `business unit` structure you want before you set it up in `Deltek CRM`. Once you have set up your `business units` and, in particular, once you have assigned opportunities to those `business units`, it is difficult and time consuming to change the number of levels. For more information about setting up and using `business units`, see Business Units.
LEVEL 1-5	In each of the LEVEL fields, enter a label for that level of the `business unit` structure (Organization, Office, and Discipline, for example). Use the grids to do the following: Define the possible elements for each level of the structure. For example, if the first level is `Organization`, enter `organization` codes or abbreviated names in the LEVEL 1 grid. Click + Add Entry at the bottom of the grid to display a blank row, and enter the value in that row. Combine elements from each of the levels to define your `business units`. Select the elements, one from each of the levels, that together define `a business unit`. The combination displays below the level grids next to the Add button. After selecting a value for each level, click Add to add the `business unit` to the list of `business units` at the bottom of the tab. Note: As long as no `business units` contain the element, you can delete an element from the grid. Hover over the grid row and click X.
+ Add Entry	Click + Add Entry at the bottom of a level grid to display a blank row so you can add a new element for that level.
Add	After selecting the components of `a business unit` from the level grids, click Add to add the `business unit` to the list of `business units` at the bottom of the tab. If your `business unit` structure has only one level, this button is not available. Each of the elements you specify for the one level automatically becomes an organization.
`Business Unit` search field	Use the field above the `business unit` grid to search the grid for `a business unit`. Type one or more characters in the field and pause to display all `business units` with names that contain those characters. Blank out the field to display all `business units`.
`BUSINESS UNIT` NAME	This column displays the names of the `business units`. By default, the `business unit` name is the combination of the level members you select when you add the `business unit`, but you can edit the name in this field. Note: As long as `a business unit` is not associated with any other records in the database, you can delete it. Hover over the grid row and click X.
STATUS	This column displays the status of each of the `business units`: active (green), inactive (gray), or dormant (red). By default, a newly added `business unit` is active. To change the status of `a business unit`, click the status icon and select the status. If you change the status of `a business unit` from Active to Inactive or Dormant, the `business unit` no longer appears in lookup lists, and you can no longer associate opportunities or employees with that `business unit`. `A business unit` to which opportunities and active employees are currently assigned can be changed to Inactive, but if it has assigned employees, `Deltek CRM` displays a message asking you to confirm that you want to inactivate it. The Dormant status is intended only for `business units` that you are in the process of phasing out. Though you can change `a business unit` to Dormant if existing opportunities are currently assigned to it, you cannot change it to Dormant if any active employees are still assigned to it.
STRUCTURE	This column displays the level values that make up the `business unit` (Apple & Bartlett > Boston > Architecture, for example) .

General Area of Configuration

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