Company Settings > Departments

The departments dimension enables you to group selected employees, pipelines, jobs, and purchase orders under one department so you can report at a department level.

Dimensions can be used throughout WorkBook to group, filter, and tag data for reporting purposes.

To setup client groups, you need to have access to settings that is set up under employee cross-company access, and be an advanced user with the appropriate access rights.

Please contact your WorkBook administrator if you can’t see this menu. System Administrators have access to this menu by default.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:
1 CREATE A DEPARTMENT 2 ACTIVATE A DEPARTMENT 3 ENABLE THE DEPARTMENT DIMENSION 4 DEACTIVATE A DEPARTMENT 5 MERGE DEPARTMENTS 6 DELETE A DEPARTMENT

CREATE A DEPARTMENT

Departments are created in the settings module
If your WorkBook account is associated with multiple companies, utilise the dropdown menu to select the specific company for which you intend to create the department

Then in the company settings sub-menu > select departments
Click the add department button

In the add a new department pop-up, type in the department name > click ok

To add additional departments repeat the steps above

ACTIVATE A DEPARTMENT

Go to the settings module > select the correct company from the drop down menu

Then in the company settings sub-menu > select departments
Select the department you wish to activate > tick the activate check box

ENABLE THE DEPARTMENT DIMENSION

Once you have created your departments, you will need to enable the department dimension and specify the areas within WorkBook where the dimension should be applied.

Go to the settings module > dimensions sub-menu > dimension setup

Select the department dimension > then check the box for each area you want to enable the dimension

For more information on dimension setup refer to the following article Dimension Setup

DEACTIVATE A DEPARTMENT

If you wish to prevent a department from being selectable, you have the option to either deactivate or delete it. Deactivating a department will prevent it from being selected for future use. However, any instances where it has been previously assigned to employees or other entities will remain unaffected.

Go to the settings module > select the correct company from the drop down menu

Then in the company settings sub-menu > select departments
Select the department you wish to deactivate > untick the activate check box

In the question pop-up, select yes

MERGE DEPARTMENTS

Go to the settings module > select the correct company from the drop down menu

Then in the company settings sub-menu > select departments
Select the department you wish to merge > click the merge department button

In the question pop-up, select yes

The department to merge, defaults to the selected department
Select the department to merge with > click ok

DELETE A DEPARTMENT

If you wish to prevent a department from being selectable, you have the option to either deactivate (see above) or delete it.

Note: you will not be able to delete a department if it is currently in use.

Go to the settings module > select the correct company from the drop down menu

Then in the company settings sub-menu > select departments
Select the department you wish to delete > click the delete department button

In the question pop-up, select yes

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