Assigning Projects and Employees to Organizations

When you track multiple companies in DPS, you must assign each project and employee to an organization.

Projects

  • When you first enable the Multicompany application, the organization that is specified in each existing project record is updated to accommodate the company code that you create as part of the enabling procedure.
  • Subsequently, you select each project's organization from the drop-down list on the Overview tab of the Projects hub.

Employees

  • When you first enable the Multicompany application, the organization that is specified in each existing employee record is updated to accommodate the company code that you create as part of the enabling procedure.
  • Subsequently, you select each employee's organization from the Organization drop-down list on the Summary Pane of the Employees hub.