Creating a Segment for General Contractors

Use segments to group projects by region, state, business unit, branch, or division. Assign projects to segments to help organize your project portfolio and filter, sort, and report on project activity by segment.

To create a segment:

Navigate to the Organization Settings Page
- From under your organization name at the top of any page, select Organization Settings.
- From the bottom of the My Organization Profile page, select the My Organization Settings link.
Select the Enable Segments check box.
Select the Manage Segments button. A Manage Segments pane displays.
From the Manage Segments pane, select Add Segment.
In the Segment ID field of the new line, add a segment number or ID. Match your Segment ID to your accounting package.
Notes:
- Only use numbers and letters in the Segment ID field.
- Match the Segment ID format in the system to the format used by your accounting package.
In the Segment Description field of the new line, add a segment name, region, or description.
Select Save.
To assign a project to the segment:
1. Open the project and select Project Settings from the Project Setup menu.
2. Under General Information, select the segment from the Segment ID field.
3. Select Save Changes.

Next Topic: Deleting a Segment for General Contractors