General Area of Configuration

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

Contents

Field	Description
Company Address	This field displays your company address. To enter or make changes to your company address, hover over this field and click . In the Edit Company 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
ORGANIZATION STRUCTURE	Select the number of levels in your organization structure. If you do not want to use organizations, select None. If you later want to add other organizations or change an existing organization, 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 organization structure you want before you set it up in Deltek CRM. Once you have set up your organizations and, in particular, once you have assigned opportunities to those organizations, it is difficult and time consuming to change the number of levels. For more information about setting up and using organizations, see Organizations.
LEVEL 1-5	In each of the LEVEL fields, enter a label for that level of the organization structure (Company, 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 Company, enter company 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 organizations. Select the elements, one from each of the levels, that together define an organization. The combination displays below the level grids next to the Add button. After selecting a value for each level, click Add to add the organization to the list of organizations at the bottom of the tab. Note: As long as no organizations 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 an organization from the level grids, click Add to add the organization to the list of organizations at the bottom of the tab. If your organization structure has only one level, this button is not available. Each of the elements you specify for the one level automatically becomes an organization.
Organization search field	Use the field above the organization grid to search the grid for an organization. Type one or more characters in the field and pause to display all organizations with names that contain those characters. Blank out the field to display all organizations.
ORGANIZATION NAME	This column displays the names of the organizations. By default, the organization name is the combination of the level members you select when you add the organization, but you can edit the name in this field. Note: As long as an organization 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 organizations: active (green), inactive (gray), or dormant (red). By default, a newly added organization is active. To change the status of an organization, click the status icon and select the status. If you change the status of an organization from Active to Inactive or Dormant, the organization no longer appears in lookup lists, and you can no longer associate opportunities or employees with that organization. An organization 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 organizations that you are in the process of phasing out. Though you can change an organization 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 organization (Apple & Bartlett > Boston > Architecture, for example) .