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.