You can use the Department setting to identify Users and Projects by a company Department code. This facilitates both the automatic linking of users to projects and the reporting of users and projects by a department category.
Enable Department Setting
TimeSite Pro allows you to identify that Departments are to be specified for Users and Departments in the Settings screen. Go to Settings > System Settings > Features and enable the setting Enable department allocation for users and projects, click Save.
Set Up Company Departments
Go to Settings > Company Setup and the Department edit menu will be available. You can add a new department record, edit an existing record or delete department records.
Set Department in User and Project records
You can now allocate your users and/or projects to a company department.
Go to Admin > User > [select user] > Settings to update the user's Department attribute.
Go to Admin > Project > [select project] > Profile to update the project's Department attribute.
Use Department to Manage Auto-Linking
You can use the Department attribute to restrict the Auto-Linking of users to projects. See Restrict Automatic Linking via Department in the help article on Project-User Linking, Basic Subscription. If no Department is specified for a user or project then all records will be linked.
Using Department in Enquiries
You can use the Department attribute in Enquiries to Group and Total by Department. Go to Enquiry > Show report builder > Group and Total, select and drag either Project Department or Resource Department to the Group by box to group and sub-total your report by this attribute.
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