Configure Departments and Department Categories

Departments represent the groups of personnel in your organization, such as Catering, Client Services, Operations, Security, and more. Users (both Employees and External users) are added to a department. Projects, tasks, risks, jobs and more are assigned to or associated with departments, and you can adjust permissions so that users can only see or edit projects owned by their department. Many lists throughout the application can be filtered by department.

Departments can be grouped into Department Categories, which can then be used in filtering and reporting. Department Categories are optional. If you are going to use Department Categories, we recommend, you create those before creating the departments so they can be assigned to the departments as you create them.

In this article:

• Navigate to Department Settings
• Add a Department Category
• Add a Department
• Edit a Department or Department Category
• Delete a Department or Department Category

Navigate to Department Settings

Departments and Department Categories are added and maintained in Settings. To navigate there:

1. In the lower left corner, click your profile and select Settings.
2. Go to Employees & Departments and select Departments or Department Categories.

Add a Department Category

1. On the Department Categories page, click +Add. The Add Department Category modal opens.
2. Add the category information:
   • Department Category Title: Name of the department category.
   • Department Category REF: Reference code or abbreviation for the category.
3. Click Confirm.

Add a Department

1. On the Departments page, click +Add. The Add Department modal opens.
2. Add the department information:
   • Department Title: Name of the department.
   • Department REF: Reference code or abbreviation for the category. The REF can match the department code on your ERP or HRMS.
   • Color: Color for the department.
   • Department Category: Category for the department.
3. Click Confirm.

Edit a Department or Department Category

1. On the Departments or Departments Category page, select the department or category. The Edit Department or Edit Department Category modal opens.
2. Make any changes.
3. Click Confirm.

Delete a Department or Department Category

If a department or department category is no longer needed, it can be deleted.

To delete a department or department category:

1. On the Departments or Departments Category page, select the departments or categories.
2. In the header, click Delete.