Create a Business Structure

You can add additional business units to Field View to organize projects mirroring your actual business structure. You can then tailor forms, tasks, and processes to the needs of each business unit.

For example, if your company uses divisions, you could create business units for each of the divisions within your company. You can then limit users access to specific business units using roles.
Fastpath: Business Setup > Business Structure
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
  2. Select Business Setup > Business Structure.
  3. On the Business Setup - Business Structure screen, right-click on the business unit below which you want to add a business unit and then click Add Organisation.
  4. (Required) In the Organisation Name field on the Add Organisation window, enter the full registered company name.
    Don't add Co., Ltd., Inc., etc.
  5. In the Organisation Aliases field, enter any other names for the company separated by a semi-colon (;).
  6. In the Registration No field, enter the company registration number or tax ID.
  7. In the Resolution Period (days) field, enter the default resolution period for tasks for this company.
    This can be set on a project level as well.
  8. Select the Enable Viewpoint Features check box if you also use Viewpoint for Projects.
  9. The Visible check box is selected by default.
  10. To add a logo for landscape reports, do the following:
    1. Click Browse.
    2. In the File Upload window, locate the logo file and click Open.
    3. On the Add Organization window, click Upload.
  11. To add a logo for portrait reports, do the following:
    1. Click Browse.
    2. In the File Upload window, locate the logo file and click Open.
    3. On the Add Organization window, click Upload.
  12. Click Save.