Departments¶

Departments represent organizational units within your companies. Use them to track headcount by year, allocate costs, and define audiences for applications. Each department belongs to a company and carries year-by-year headcount data that feeds into chargeback and allocation calculations.

To record who owns each budget line, use Cost centers: unlike departments, they can be grouped across companies.

Getting started¶

Navigate to Master Data > Departments to see your department list. Click New to create your first entry.

Required fields: - Name: The department name - Company: Which company this department belongs to

Optional but useful: - Description: Free-text description of the department's purpose or scope - Headcount: Number of employees, tracked by year (set on the Details tab after creation)

Tip: Import departments from your HR system to keep your org structure aligned.

Working with the list¶

The Departments grid gives you an overview of all departments with their headcount for a given year.

Default columns: - Name: Department name -- click to open the workspace Overview tab - Company: Parent company -- click to open the workspace Overview tab - Headcount (Year): Employee count for the selected year -- click to jump straight to the Details tab for editing

Additional columns (via column chooser): - Status: Enabled or Disabled - Created: When the department was created

Year selector: Use the Year field in the toolbar to change which year's headcount is displayed. The grid refreshes automatically when you change the year.

Status scope: Use the Enabled / Disabled / All toggle to filter by department status. The list defaults to showing only enabled departments.

Quick search: The search bar filters across department names.

Deep-linking: Every cell in the grid is a clickable link. Name and Company open the Overview tab; Headcount opens the Details tab. When you navigate to a workspace and then return, your sort order, search query, and filters are preserved.

Actions: - New: Create a new department (requires departments:manager) - Import CSV: Bulk import departments (requires departments:admin) - Export CSV: Export to CSV (requires departments:admin) - Delete Selected: Remove selected departments (requires departments:admin)

The Departments workspace¶

Click any row to open the workspace. It has two tabs: Overview and Details.

Header: the department name. Click it to rename the department. Prev / Next move between departments in the list's order and filters without returning to the list, and the close button returns to the list
Properties panel on the right: Company and Lifecycle

Autosave: Every change saves on its own. There is no Save button. The name and the description save when you leave the field; the company and the lifecycle save as soon as you change them. You can keep working while a change saves. When a change is refused, the reason shows under the field that caused it, except for the name, which shows its refusal at the top of the page.

Overview¶

The Overview tab holds the description. The other fields are in the header and the Properties panel.

What you can edit: - Name: Department name (required), in the header - Company: Parent company, linked to Companies master data (required). A company that already has a department with the same name is refused: "A department with this name already exists in the selected company." - Description: Free-text description - Lifecycle: the status switch, labelled with the current state (Enabled or Disabled), and the End of validity date. Leave the date blank to keep the department active indefinitely, or set a future date to schedule its end. Switching the department to Disabled without a date sets the end of validity to today

Creating a department: New opens a form with Name, Company and Description. Click Create to save it. The Details tab becomes available after you create the department.

Details¶

The Details tab manages year-by-year headcount metrics.

Year selector: Choose which year to view or edit using the year tabs at the top of the panel. Five years are available: two years before the current year through two years after.

Metrics per year: - Headcount: Total number of employees in this department for the selected year

How it works: - Headcount is saved for the selected year when you leave the field (or press Enter). Anything other than a whole number of zero or more shows "Enter a whole number, 0 or more." under the field - Headcount feeds into audience calculations for applications - Each year is stored on its own: switching years loads that year's value - If metrics for the selected year have been frozen (by an administrator), the field is locked and a notice explains how to unfreeze

Tip: Update headcount annually during your budget planning cycle. Use the year tabs to review or pre-fill future years.

CSV import/export¶

Keep departments in sync with your HR system using CSV.

Export: - Downloads all departments with current year metrics

Import: - Use Preflight to validate before applying - Matched by department name + company name - Can create new departments or update existing ones

Required fields: Name, Company

Optional fields: Headcount, Status

Notes: - Use UTF-8 encoding and semicolons as separators - Headcount values are year-specific -- imported values apply to the current year

Tips¶

Match your org structure: Mirror your HR system's department hierarchy for consistency.
Update headcount annually: Set a reminder to refresh department metrics during budget planning.
Use for allocations: Department headcount drives cost allocation calculations -- keep it accurate.
Disable, don't delete: When departments are reorganized, disable old ones rather than deleting to preserve historical data.
Leverage deep-links: Click the headcount number directly from the list to jump to the Details tab and edit metrics without an extra click.