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Planview Customer Success Center

Creating Divisions

Organization standard group members can create divisions.

The Division Owner will automatically default to the user who is creating the Division. Please make sure to go back and change this if needed once you have created your resources.

While you do not have to fill in all the non-required fields, entering a complete form is helpful in dif­ferentiating Divisions.

When making decisions about how to set up Divisions, think about how you would like to view the financial performance of your organization. Financial information from Projects rolls up into the Division to which they are associated.

1.      Navigate to Organization/All Divisions.

2.      Choose Menu > New.

3.      Fill in at least the required fields: Title, Owner, Office, Target Billable Hrs/Week. For field descriptions, see Division Info tab.



Basic Information


(Required) The title of the Division (Business Unit).


(Required) Division owners must be users. The person managing the Division (Business Unit).This person automatically has full rights to the  Division (Business Unit).



Target Billable Hrs/Week

(Required) This is the number of billable hours that the resources in the Department are expected to work in a week. When set to zero the value at Admin/Organization Info is used.

Last Modified Date

The date of the most recent change to any editable field on the Basic Info screen

Address & Phone


The office or location for the Division.


Division phone number


Division Fax number



Detailed description of the Division (4000 characters)



Detailed description of the objective for the Division (4000 characters)



Threaded note discussion area for the Division

4.      Click Save.