Set Up Your Organization Structure

You have the option to track opportunities by organization in Deltek CRM and to associate employees with organizations. To do that, you first set up your firm's organization structure in the General area in the Configuration workspace.

If you do want to use organizations, setting up the organizations involves the following general steps:

1. Specify the number of levels in your organization structure. You can have from one to five levels in that structure.
2. Give each level a name (for example, Location for the first level and Department for the second).
3. Specify the actual elements for each level. For example, if the first level of the structure is Location, the elements for that level might be Boston, New York, Denver, and Phoenix.
4. If your organization structure has more than one level, define each of the organizations by combining one element from each of the levels (Boston Architecture, Boston Engineering, New York Architecture, New York Engineering, and so on).

As you make entries and selections, your work is automatically saved. However, you must log out and log back in to see the configuration settings reflected elsewhere in Deltek CRM.

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 and Configuration: General Area.

To set up your firm's organization structure, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the General area.
2. In ORGANIZATION STRUCTURE, select the number of levels in your organization structure. If you do not want to use organizations, select None.

   A label field and grid display for each level.

3. In the LEVEL 1 field, enter a label for that level of the organization structure (Company, for example).
4. Click + Add Entry under the LEVEL 1 grid, and enter the name of the first element for that level (a code or abbreviated name for the first company, for example).
5. Repeat step 4 for each element at that level of the organization structure.
6. Do one of the following:
   • If your organization structure has only one level, you are finished setting up organizations.
   • If your organization structure has more than one level, continue with step 7.
7. Repeat steps 3 - 5 for each of the remaining levels.

   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.

8. To add the first organization, select the elements, one from each of the levels, that together define that organization. The combination displays below the level grids next to the Add button.
9. To create the organization, click Add. The organization displays in the organization grid with a default name and the Active status.
10. If the default name in ORGANIZATION NAME is not satisfactory, change the name.
11. If you do not want the organization to be active, click the STATUS icon and select Inactive or Dormant.
12. Repeat steps 8 - 11 for each organization.

    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.