Creating Companies, Subsidiaries, Business Units, or Departments

You can add companies, subsidiaries, business units, and departments (collectively known as organizations). If details later need to be modified, you can select Edit Details from the page Actions menu on the Properties page to make changes.

Required access controls:

  • Baseline: Administrator, Owner

  1. Depending on the type of organization you want to create, perform one of these steps:

    • To create a company: in the navigation pane, click Companies.
    • To create a different type of organization, open the required parent organization. For more information, see Opening a Company, Subsidiary, or Business Unit, then select the type of organization you want to create in the navigation pane:
      • Business Units
      • Subsidiaries
      • Departments

  2. From the page toolbar, click Create Company .
  3. Enter these details:

    Field Name Description / How to Enter Values
    Name The name of the organization as you want it to appear on the pages of apps. Type any alphanumeric characters (numbers, letters, or allowed symbols). Name must be unique across all companies in the database.

    The length of the object name cannot be more than 116 characters.

    ID Only shows for a Business Unit or Department. Type any alphanumeric characters (numbers, letters, or allowed symbols) to identify the organization.
    DUNS Number An ID issued by Dunn & Bradstreet (must be a whole number).
    Phone Number Main phone number or phone number of primary contact. Type the complete phone number with area code (numbers, letters, or allowed symbols). Include the country code if outside US.
    Fax Number Main fax number or fax number of primary contact. Type the complete phone number with area code (numbers, letters, or allowed symbols). Include the country code if outside US.
    Web Site Address (URL) of website. Do not include "http://".
    Description Additional information that describes the organization.
    Address For Companies and Subsidiaries only: the street address.
    Postal Code For Companies and Subsidiaries only: the postal code.
    Resource Manager Only shows if Project Management is installed. The people who can add, remove, and edit resource assignments for this organization. Click to select the required person. See Predefined Queries.

  4. Click Done.