Adding and managing departments

It is possible to recreate your organisational structure in Forecast, by setting up Departments. Group your team members into departments, based on their role in your organisation and make assigning them to projects easier and more convenient. This feature is particularly useful for organisations that use Forecast across the business and for those that work on internal projects. 

Creating a department

You can create as many departments as needed and there is no limit to how many team members you can add to each department. 

To create a department

1. Click on Admin on the top bar.
2. Select Resources from the dropdown.
3. Navigate to Departments.
4. Proceed to click the “Add Department” button on the top right-hand corner of the team member section. Once clicked a modal will pop up prompting you to create the department. 
5. In the modal, enter the name for the department, and select who you’d like to add to it from the dropdown list (you can also search for users).
6. Click on "Create" to save.

Viewing and updating departments

1. Click on Admin on the top bar.
2. Select Resources from the dropdown.
3. Navigate to Departments.
4. Click on the dropdown arrow icon on the right-hand side of the Departments section, to expand and view the team members within each department.
5. In case you’d like to change the name of one of the departments, click directly on the name of the department to edit.
6. Click on Add People to add team members to a department.

Deleting departments

You can delete departments, without impacting your team members in Forecast.

1. Click on Admin on the top bar.
2. Select Resources from the dropdown.
3. Navigate to Departments.
4. Click on the three-dots on the far right of the Department name(next to the dropdown arrow).
5. Select Delete.