Organisation MainGroups: Difference between revisions
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== Organization Structure == | == Organization Structure == <!--T:1--> | ||
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In the ''Organization structure'' view you can build an [[{{Link}}Organisation Structure|organization structure]] in Pro 9 to reflect the way your company or organization is organized. This enables you to get more relevant report information e.g. billing reports that fit the organization's structure. You can also get statistics and make follow-ups on the proper [[{{Link}}Organisation Level|organization level]], grouped on the company’s various organization levels, and create summaries on levels above billing groups, e.g. creating overviews of a business area or a full department. | In the ''Organization structure'' view you can build an [[{{Link}}Organisation Structure|organization structure]] in Pro 9 to reflect the way your company or organization is organized. This enables you to get more relevant report information e.g. billing reports that fit the organization's structure. You can also get statistics and make follow-ups on the proper [[{{Link}}Organisation Level|organization level]], grouped on the company’s various organization levels, and create summaries on levels above billing groups, e.g. creating overviews of a business area or a full department. | ||
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Pro 9 uses [[{{Link}}Main Group|main groups]] to structure everything that should be logged and invoiced. Each main group has one or more [[{{Link}}Price List|price lists]] associated with it. The main group is the top level, and the [[{{Link}}Cost Center|cost center]] level is the lowest organization level. | Pro 9 uses [[{{Link}}Main Group|main groups]] to structure everything that should be logged and invoiced. Each main group has one or more [[{{Link}}Price List|price lists]] associated with it. The main group is the top level, and the [[{{Link}}Cost Center|cost center]] level is the lowest organization level. | ||
=== Organization Levels === | === Organization Levels === <!--T:4--> | ||
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Each main group has a number of organization levels. Each level has a number of organization groups. | Each main group has a number of organization levels. Each level has a number of organization groups. | ||
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Here are some examples of organization levels and organization groups: | Here are some examples of organization levels and organization groups: | ||
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=== Organization Groups === | === Organization Groups === <!--T:8--> | ||
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All objects in Pro 9 are associated with an organization group (typically a cost center). The organization groups are usually imported from an external register, but can be managed in Pro 9, whole or in part. | All objects in Pro 9 are associated with an organization group (typically a cost center). The organization groups are usually imported from an external register, but can be managed in Pro 9, whole or in part. | ||
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For the best results, use Enghouse's consultants when organizing main groups. Organization levels in each main group are built from the bottom and up in each main group. Always start with the lowest level. | For the best results, use Enghouse's consultants when organizing main groups. Organization levels in each main group are built from the bottom and up in each main group. Always start with the lowest level. | ||
=== Importing from External Registers === | === Importing from External Registers === <!--T:11--> | ||
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Data regarding the organization structure can be imported from external registers, such as Active Directory, automatically each night. Updates from external registers may contain: extension number, extension name, cost center code, cost center name, as well as other levels in your organization. Also, the structure can be managed manually in Pro 9. | Data regarding the organization structure can be imported from external registers, such as Active Directory, automatically each night. Updates from external registers may contain: extension number, extension name, cost center code, cost center name, as well as other levels in your organization. Also, the structure can be managed manually in Pro 9. | ||
=== Organization Structure Functions === | === Organization Structure Functions === <!--T:13--> | ||
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:* [[{{Link}}Organisation MainGroup|Create or edit main group]] | :* [[{{Link}}Organisation MainGroup|Create or edit main group]] | ||
:* [[{{Link}}Organisation OrganisationUnit|Create and edit organization groups]] | :* [[{{Link}}Organisation OrganisationUnit|Create and edit organization groups]] | ||
Latest revision as of 06:57, 3 March 2023
Organization Structure
In the Organization structure view you can build an organization structure in Pro 9 to reflect the way your company or organization is organized. This enables you to get more relevant report information e.g. billing reports that fit the organization's structure. You can also get statistics and make follow-ups on the proper organization level, grouped on the company’s various organization levels, and create summaries on levels above billing groups, e.g. creating overviews of a business area or a full department.
Pro 9 uses main groups to structure everything that should be logged and invoiced. Each main group has one or more price lists associated with it. The main group is the top level, and the cost center level is the lowest organization level.
Organization Levels
Each main group has a number of organization levels. Each level has a number of organization groups.
Here are some examples of organization levels and organization groups:
| Organization Level | Organization Group |
| Business area | Sales |
| Unit, clinic | Personal computers |
| Department | IT Support |
| Cost center | IT330 |
Organization Groups
All objects in Pro 9 are associated with an organization group (typically a cost center). The organization groups are usually imported from an external register, but can be managed in Pro 9, whole or in part.
For the best results, use Enghouse's consultants when organizing main groups. Organization levels in each main group are built from the bottom and up in each main group. Always start with the lowest level.
Importing from External Registers
Data regarding the organization structure can be imported from external registers, such as Active Directory, automatically each night. Updates from external registers may contain: extension number, extension name, cost center code, cost center name, as well as other levels in your organization. Also, the structure can be managed manually in Pro 9.
Organization Structure Functions