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Divisions are groups of people who work together on projects, and report to a certain individual, typically a Traffic Manager.  Divisions are often named after the Traffic Manager. Divisions can only be used within the Resource Planner. 

Below are steps to show you how to setup Divisions.


Step-by-step guide



  1. Click the Settings button on the Ribbon.

  2. Click the Traffic group to expand it.



  3. Select Divisions.


     

    The Traffic Divisions screen appears with a list of all divisions previously created. 

    If you have more divisions created but you only want to view active divisions, check the View Active Divisions Only checkbox.

  4. To add a new division, click the Add Line button.



    A new line is added to the list of Divisions. 



  5. Enter the name of the division in the Division Name field. 

    In this example, Carol's Division was entered.

  6. To make the division active, check the Is Active checkbox. 

    If you do not click this checkbox, the Division will not be visible on the Resource Planner.


  7. To control which Users belong to this Division, click the Edit this line button.



    The Edit Traffic Division Users dialog appears. 

  8. To add users to the Division, select one or multiple users from the Users section, and then click the single right-pointing arrow to move them to the In Division section. 

    In this example, Mark Jackson and Siphokuhle Mazibuko were selected.



    To remove a selected user from the In Division section, click the single left-pointing arrow. The selected Users will be moved out of In Division and into the Users section.

  9. Once satisfied with the selected users, click the Save button. 

  10. Click the Save button to make your changes permanent.



    You can see all your Divisions on the Resource Planner.  They are available from the drop down list on the Traffic Div field.   






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