Departments

To make the best use of space in your organization, start by setting up and configuring departments. You'll assign departments to floors within buildings in Allocations.

When you create a department, the system assigns it a color for identification. Other analysis, such as scenario planning and allocations, also use these colors for department identification.

There are 21 colors assigned in a predetermined order. If you have more than 21 departments, the color assignment starts over for departments 22 and beyond.

To view departments, go to Company > Departments.

The Departments page includes the following:

  • Table filters: Customize the table by applying filters, repositioning columns, and sorting them.

  • Search: Type in at least 3 characters to find an existing department.

  • Export: Download details from the table to provide a backup of important data for future reference. Click the export icon at the top of the table.

  • Create department: Create a new department.

  • Name: Description of the department.

  • Color: System assigned color that identifies the department.

  • Headcount: Number of people in the department.

  • Updated: Date the department was modified.

  • 3 dots menu

    • Update: Change the department name and headcount.

    • Delete: Delete the department.

  • Pagination: Use the left or right arrows at the bottom of the grid to navigate through pages or select a specific page number. To adjust the number of entries displayed per page, click 25 per page and select a higher or lower number to show (10, 25, 50, or 100).

Export table

Download details from the table to create a backup of important data. This allows for future reference, easy sharing with others, and deeper insights through more data analysis. The exported data is saved as a Microsoft Excel Comma Separated Values File.

  1. Go to Facilities and select an option.

  2. Click Export. Depending on the web browser you use, do one of the following:

    • The export automatically downloads to the download folder.

    • In the Save As window, navigate to a location to save the file and click Save.

Create departments

You create departments for your organization, independent of the specific floor or building they might be assigned to.

  1. Go to Facilities > Departments.

  2. Click Create department.

  3. On the Create department window, enter the following:

    • Name: The department name is used in Allocations to assign departments to floors and in Scenarios to identify departments. Enter a name up to 100 characters.

    • Headcount: Total number of people in this department.

  1. Click Create.

Update departments

Change the department name and headcount to reflect any changes in your organization's structure, strategy, or operations.

  1. Go to Facilities > Departments.

  2. Find and click a department, or use Search.

  3. Make changes in the Update department window and click Update.

Delete departments

Departments may be deleted when updating departmental roles or when a department no longer aligns with the company’s direction. If a department is part of an allocation plan, remove it from the plan before deleting the department.

  1. On the Departments page, locate a department.

  2. Click the 3 dots at the right side of the row and select Delete.

    Alternatively, click the Department name, then in the Update department window, click Delete.