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Edit an Existing Department

Once you've created a department, the Assignments/Contacts tab is enabled.  You can assign resources and contacts to the department here.

  • The Assignments section lists the existing resources assigned to the department

  • The Contacts section lists the contacts within the department and their related information

Multiple contacts and assignments can be added to a department.

Add an Assignment to the Department

To add an assignment to the department, follow these steps:

  1. Under Assignments, click New Resource.

  2. In the Assignment pop-up window, enter a Resource Number in the Resource field, or select a Resource from the drop-down menu.

    You can't enter the same assignment more than once for a department.

  3. Click Save to add the resource.

To delete a department assignment, select the assigned resource and click Delete .

Add a Contact to the Department

To add a contact to the department, follow these steps:

  1. Click New Contact.

  2. Enter the name of the contact In the Name field.

    You can't enter the same contact more than once for a department.

  3. Type in any additional information into the remaining, optional fields.

  4. Click Save.

To delete a department contact, select the contact and click the Delete button. To edit a department contact, select the contact and click the Edit button.