Working with Organizations
When you create a project, you select the primary organization that is associated with that project. You can view the details of the organization in the Basics section of a particular project.
Once a project has been created, you can add multiple secondary organizations to that project. Doing so will allow you to allocate the financial data to multiple organizations.
To add additional organizations to a project
- Navigate to the Basics page by clicking the Basics link on the left navigation bar within a particular project, or from the Project Module Menu (Project #) select Go To > Basics.
- Click the Edit button in the Organizations section of the Project Basics page.
- The primary organization is displayed in the top row. You can modify this by selecting other options from the pull-down menu.
- Click the Add More link to add organizations.
- Select the organizations from the pull-down menus.
- You must specify the percent allocation for each organization. The percent allocation is applicable only for finances and affects the financial roll-ups for projects.
- Click the Update.
Projects
Working with Projects
Creating a Quick Project
Searching for Projects
Using Project Quick Search
Text Search within Projects
Using the Project Module Menu
Selecting the Activity Display Mode
Using the Project Listing Page
Using Control Buttons
Using the Group by Functionality
Using the Pivot Functionality
Copying a Project
Putting a Project on Hold
Re-opening Projects
Exporting a Project
Deleting a Project
Working with Project Basics
Working with Project Dates
Working with Project Roadmaps and Tasks
Working with Generic (Non-WBS) Activities
Working with Project Documents
Working with Project Financial Data
Importing and Exporting Project Information
Working with Project Issues
Working with Project Risks
Working with Project Metrics
Working with Project Statements and Notes
Working with Project Reports
Working with Status Reports
Working with Project Resources
Working with Project Settings