Adding Levels

  1. In Reporting and Analytics, click Portal, click Organizational Structure, and then click Levels.
  2. Click Add.
  3. Type a level name.

    For example, type District 1 for a district level or type East to for a region level.

  4. Type a level reference to indicate the level position within the organizational hierarchy.

    Use a value of 0 if the level is the highest corporate level in the organization. Use text or numbers when adding lower levels to the organization. For example, you can use 10 for one district and 20 for another district.

  5. Select the financial calendar for the level.

    For example, if the organization uses a financial calendar based on a fiscal year, select the corresponding calendar.

  6. Specify values for basic level settings on the form, such as address and postal code, and then click Save.

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