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Planview Customer Success Center

About Divisions

Division are an optional entity that can be used to organize your internal business information. You can have one division repre­sent your entire organization or you can have multiple divisions. Examples of multiple divisions are by lines of business (Web Dev, Branding, Printing) or departments (Sales, Development, Marketing). Within each division you can find division informa­tion, attach documents associated with the division, assign division team members and view D\division financial performance. When creating a new division with a enterprise, you must associate the account with a division.

Note that a Division owner must be an PPM Pro user (not resource) because owners need PPM Pro logins in order to administer the Division.

All Divisions

The All Divisions page lists each division within your organization. Any full user can access this page and view basic division information. From this page you can select individual divisions to view more detailed information. If you are a member of the Organization group, you can create new divisions from this page.

It is useful to consider the best way to break out your divisions in terms of high level performance and reporting. For example, you can organize them by line of business, by division, or by department. Another thing to consider is where your company is headed. If you have one location now but plan to add another in the future, location may be a good way to segment your business.

Division Info

Division Info outlines all the information about each division, including a detailed descrip­tion, objective and notes. From this page you can navigate to the Division Team, Attach­ments, Reports, and Dashboard. You can also see a list of all departments associated with that particular division.

All full users can view Basic Information, Team information, notes and public Attachments to Divisions.

Division Team

Division teams are groups of users that have permissions to create, edit or view division information and/or do work on the division. A division team can be assigned to each division. Division team members can be assigned the following rights: Edit Division, Create Department, Edit Team and View Rollups.

When a division team member is assigned the right to create departments, the team member will have the right to create departments that are associated with only that particular division.

Who you place on a division team may depend on how your divisions are structured. If you divide divisions by department or lines of business, you may assign all people in a given department to a division team. Some people find they want to limit the number of users on the division teams as team members have access to reports at a very high level.

Division Rights

The following table lists functions you can perform on divisions and the team/group memberships and permissions requirements for performing the function.

Functions

Who Can Perform Function

Create Division

- Organization Group Member

Edit Basic Info

- Organization Group Member
- Division Owner
- Division Team Member with "Can Edit Division" rights

Delete Division

- Organization Group Member
- Division Owner
- Division Team Member with "Can Edit Division"  rights

Create Team Member

- Organization Group Member
- Division Owner
- Division Team Member with "Can Edit Team" rights

Edit Team Member Rights

- Organization Group Member
- Division Owner
- Division Team Member with "Can Edit Team" rights

Delete Team Member

- Organization Group Member
- Division Owner
- Division Team Member with "Can Edit Team" rights

View Financial Information

- Division Team Member with "Can View Rollups" rights
- Organization Group Member