Creating a Segment for Head Contractors

Only Enterprise Administrators can create segments.

To create a segment:

  1. Navigate to the My Organisation Settings Page
  2. Select the Enable Segments tick box.
  3. Select the Manage Segments button. A Manage Segments pane displays.
  4. From the Manage Segments pane, select Add Segment.
  5. In the Segment ID field, add the segment number or ID. This is the value used to assign a project to a segment.

    Only use numbers and letters in the Segment ID field. Match the Segment ID format in TPM to the format used by your accounting package.

  6. In the Segment Description field, add the segment name, region, or other description.
  7. Select the Save button.

    Once you Enable Segments, you can assign a Segment on the Project Settings page. The drop-down list shows Segment IDs.