Manage departments

How you use Capital Plans determines how many departments you need. You must have at least one department before you can add buildings, goals, projects, budgets, funding sources, fiscal years, and budget items.

If you use Capital Plans to budget activities for:

• Yourself: Create one department.
• Clients: Create additional departments.

To add a new department:

1. Click Departments. The Department Management page appears.

   

2. Click Add Department. The Add New Department page appears.

   

3. Enter a Name.
4. Click Save.

To manage an existing department:

1. Click Departments. The Department Management page appears.

2. Next to the department you want, do any of the following:

   To...	Then...
   Edit a department	a.  Click .  The Edit Department page appears. b.  Make any desired changes. c.  Click Save.
   Archive a department	a.   Click .  A pop-up appears. b.  Click Yes.