Build the company organization chart

Organization units make up the project’s company organization chart. See Company, offices and workers.

You need the manager role on the project.

Prepare the company roles

Each person enters a unit with a company role, so the roles are created first.

1. Open the project and, in the Organization chart menu, choose Company roles.
2. Click New, enter the role’s Name, which is required, and the Code and Description if needed, then save.
3. Repeat for each role you will use, for example Manager, Operator, Coordinator.

When a role is selected, the People tab lists who holds it across the units.

Create the units

1. In the Organization chart menu, choose Organization units. The tree of units appears on the left.
2. In the tree, select the unit under which to create the new one. For a top-level unit, select the root, shown as /.
3. Open the New menu and choose New organization unit.
4. Enter the Name, which is required, and the Code and Description if needed, then save.

To move a unit under another, select it and use Move. Rename changes its name.

Place the people

1. Select the unit in the tree.
2. Open the New menu and choose Add person.
3. Choose the Person and their Company role, then save.

The same person can be in several units, or in the same unit with different roles. They cannot appear twice in the same unit with the same role.

A person’s units can also be seen from their record, under Organization units, from which they can be placed in another unit.