Adding and managing Departments

Recreate your organizational structure in Forecast, by setting up Departments. Group your team members into departments, based on their role in your organization and make assigning them to projects easier and more convenient. 

This article covers:

• Creating a department
• Viewing and updating departments
• Deleting departments

Creating a department

There is no limit to the number of departments you can create, or the number of team members you can add to each department however team members may belong to only one department at a time.

To create a department

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Departments.
4. Click Add Department.
5. Name the department and select its team members.
   
   
6. Click Create.

Viewing and updating departments

Use Departments to categorize team members, edit department names and view team members not currently assigned to a department. Team members may belong to a single department at a time. 

To view No Department team members

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Departments.
4. Expand No Department to view a list of team members not assigned to a department.
   

To update a Department name

1. Click Admin in the top bar. 
2. Select Resources from the dropdown. 
3. Click Departments.
4. Find the desired department.
5. Click into the name field and update the department name as needed. 

To add or update a Department's team members

1. Click Admin in the top bar.
2. Select Resources from the dropdown. 
3. Click Departments.
4. Expand the department to view its team members.
5. Use Add to department to add team members to the department.
   
   
   
6. To remove a team member from a department, hover over their name and click the X. 
7. The team member will be removed from the department and added to No Department.
   
   

Deleting departments

Deleting departments does not impact your team members. Team Members are moved to No Department. 

To delete a department

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Departments.
4. Click the three-dots on the far right of the Department name.
5. Select Delete.