Merge Departments

Use Departments in the Company Settings submodule in the Settings module to merge departments.

To use Departments in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To merge departments:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the departments that you want to merge.
  3. In the left pane of the Settings page, click Company Settings > Departments.
  4. On the grid toolbar, click Merge Department .
  5. In the confirmation dialog box, click Yes.
  6. In the Merge Department dialog box, use the drop-down lists to select the department that you want to merge and the department with which you want to merge it.
  7. Click OK.