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How to assign a Project to an Area and to a Division?
How to assign a Project to an Area and to a Division?

FieldInsight Area and Division features

Paul Tyrrell avatar
Written by Paul Tyrrell
Updated over a year ago

Related Article: How to Enable the Area and the Division feature?

When you have the FieldInsight Area and Division features enabled, your Schedulers and Senior Scheduler will be able to assign a Project to an Area and a Division. However, prior to assigning, you have to

  1. Enable the Area and the Division features from the System Fields settings first,

  2. then, create your list of Areas and Divisions.

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW IT WORKS ON A PROJECT

  1. Who can assign a Project to an Area and/or a Division?

  2. Who can see the Area and the Division where Projects were assigned to?

CREATE AN AREA DROP DOWN SELECTIONS LIST

To Create a selection of Areas, you can start by creating a new project or opening an existing one. Once you are already on the Project form page follow the steps as shown below:

  1. Scroll to the Business Area field and click the "Edit" hyperlink

  2. on the Area Counter, add new Areas selection

  3. When you need to delete an Area that you have created, simply click the orange "X" icon right beside the Area Name that you have created

  4. When you need to edit an existing Area on the list, simply click the Area name that you wish to edit, make sure that it is highlighted, then click on the Pen icon. This will allow you to update the Area name.

  5. Once you are good with the list of Areas, you can simply close the Area pop-up counter and select one on the Area drop down where you want to link your project to.


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CREATE A DIVISION DROP DOWN SELECTIONS LIST

Creating a Division selection list follows the same steps as how you create the Area Selection:

  1. From the Project page, on the project form, find the Division drop down and click the Edit hyperlink beside the field title.

  2. On the Division counter, add new Division selection

  3. When you need to delete a Division that you have created, simply click the orange "X" icon right beside the Division Name that you have created.

  4. When you need to edit an existing Division on the list, click the Division name that you wish to edit, make sure that it is highlighted, then click on the Pen icon. This will allow you to to update the Division name.

  5. Once you are good with the list of Divisions, close the Division pop-up counter and select one from the Division drop down where you want to link your project to.

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