Creating a Segment for Main Contractors
Only Enterprise Administrators can create segments.
To create a segment:
- Navigate to the My Organisation Settings Page
- From under your organisation name at the top of any page, select My Organisation Settings.
- From the bottom of the My Organisation Profile page, select the My Organisation Settings link.
- Select the Enable Segments tick box.
- Select the Manage Segments button. A Manage Segments pane displays.
- From the Manage Segments pane, select Add Segment.
- 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.
- In the Segment Description field, add the segment name, region, or other description.
- 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.
Last Published Wednesday, July 10, 2024