Defining Organizations

Overview

In TimeTracker RX, each user is always defined and associated with an organization.
By setting organizations for users, you can aggregate man-hours and costs for each organization.

We will introduce the functions related to organization definition.

This page explains how to define and modify organizations.

For settings such as changing the members belonging to an organization, please refer to the following link: "Define Users"

Common Procedure

To define an organization, perform the following steps as a common prerequisite:

1. Click your login name in the TimeTracker RX global navigation.
   

   

2. Select "System Settings".

3. Click "Users" in the local navigation.
   

   

4. Select "Organizations" from the left menu.

Adding an Organization

Add an organization to which the user belongs.
By setting the added organization as the user, you can achieve the following:

• Aggregate man-hours by organization.
• Filter and display by organization.

Operating Procedure

1. Click the "+" icon at the top of the organization list.

   

2. Enter the organization information in the "Create Organization" dialog.

   

   The input items are as follows:

   No.	Item	Description
   1	Name	Organization name
   2	English name	Name to use when writing the organization in English Used as a filter when selecting an organization.
   3	Code	Code to identify the organization Used for searching for organizations, etc.
   4	Description	Description of the organization

3. Click the "OK" button.

Deleting Organizations

You can delete organizations that are no longer needed.
Organizations already used in reports, etc., can continue to be used.
When setting up an organization for a new project, etc., deleted organizations cannot be selected.

Procedure

1. Select the organization to delete.

2. Click the "-" icon at the top of the organization list.
   

   

Modifying Organizations

You can modify the information of registered organizations later.
Use this when changing users belonging to an organization.

Updating Field Values

1. Select the target organization.
2. Click the "Properties" icon in the Local Navigation.
3. Click the "Fields" tab ① in the Properties pane.
4. Click the "Edit" button.
5. Modify the contents of the organization's fields.
6. Click the "Save" button.

Changing a User's Organization

1. Select the target organization.
2. Click the "Properties" icon in the Local Navigation.
3. Click the "Members" tab ② in the Properties pane.
4. Click the "Move Member" icon ③.
   
5. In the "Move Member" dialog box, check the target user.
6. Select the destination organization.
7. Click the "OK" button.
   

You can also perform the same operation by selecting "Move Member" under "Actions" at the top of the organization information list.

Restoring Organizations

You can restore deleted organizations.
Use this when you accidentally delete an organization or want to reuse a deleted organization.

Instructions

1. Select "Deleted" in the "Filter" section.
2. Select the target organizations. Multiple selections are possible.
3. Click "Actions" at the top of the organization information list.
4. Select "Restore".