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Project Divisions are associated with a specific project and will display along with Company

Divisions. Project Divisions will be pulled into any division selection if

Divisions if the project is referenced.

Company Divisions and Project Divisions can be shown within the same division selection object

 

Project-level Divisions are supported in: Containers, Purchasing, and Scan.

Project-level Divisions are not supported in: Tasks, Stations, Shops, and Jobsites.

Table of Contents
excludeRelated Articles

Add an Individual Team Member 

To add an individual Team Member:

Under

Configure

To configure and use a Project-level Division:

  1. Go to Admin > Project >

Team

  1. Divisions, click the

+ New Team Member button. A new row will display.Image Removed
  • Select the user's Name from the drop-down list. The user needs to be a company user under Admin > Company > Users. See the Users (Admin) article for more information. 
  • Email - Their email will display automatically.
  • Select the user's Role on this project. Project Roles and permissions are defined under Admin > Company > Project Roles. See the Users (Project Role) article for more information.
  • Click Save. The project will now display for the user. To view the project, the user may need to click their Refresh Permissions button under their badge.

    • Add/Update Team Members Group

    To add a Group of Team Members to a project:

    Before the Group option will display on the Team page, users must be assigned to a Group under Admin > Company > Users.
    Image Removed
    Under Admin > Project > Team, select the Group and Role that the group will have on the selected Team. Any users in the group that have not already been added to the team will be added. Click the Add/Update button to add the group or update the team members of an existing group.
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    1. new division plus icon, enter the Division name (Ex. Project 38553 Division) and save. The new Project-level Division will display and the only Phase option is Field.

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    2. Containers

      1. Project-level Divisions can be used on pages like Containers (Assign), Scan, and Packages. Note: Before the Project-level Division (Ex. Project 38553 Division) will display in the Division drop-down, a Status has to be set and a part, assembly, or package (Ex. 38553-DIM-0002) from the project must have been added to the Contents of the Container (Ex. Pallet 03).

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    3. Scan

      1. After an item has been scanned, it’s Project-level Division can be selected.

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