Admin | Departments

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Topics

• Departments | Purpose
• Departments | Group Affiliations
• Departments | Creating

Departments | Purpose

• Departments are used to organize resources & users in groups that are used in Playbook as well as reports.
• Each department is affiliated with one group. Resources & users are assigned to one department which therefore determines their group affiliation.

Departments | Group Affiliations

• In this example, Resource 1 is in Department 1, and Resource 2 is in Department 2. Both departments are in Group 1 as are Projects 1 & 2. Resource 1 is assigned to Project 1, and Resource 2 is assigned to Projects 1 & 2.
  
• In this example, Resource 3 is in Department 3, and Resource 4 is in Department 4. Both departments are in Group 2 as are Projects 3 & 4. Resource 3 is assigned to Project 3, and Resource 4 is assigned to Project 4.
  
• Resource 2 is in Group 1 because he is assigned to Department 2, however, he is also assigned to Project 4 in Group 2. If Group 2 doesn't have restricted visibility, he will be able to see Project 3 as well, however, if Group 2 does have restricted visibility, he will not be able to see Project 3.
  

Departments | Creating

• Click Add to create a Department...
  
• Note: a Department can be in only one Group.

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