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Table of Contents

Purpose

The Offices tab stores a list of a firm's offices.  These office entries are used elsewhere in the application.  Examples include...

  • Defining the office a user is associated with (Users)
  • Storing a project's owning office (Project Specifications)
  • Displaying an office location on a client report under the company logo (required per ASTM)
  • Filtering the Dashboard to just projects belonging to a specific office (requires an owning office be defined in Project Specifications)
  • Qualifying Activity Log default text libraries to a specific office location

Offices

FieldDescription
Code
  • Short code for the office
  • 10 characters allowed
Name
  • Long name of the office
  • Required
Address 1
  • Office address 1
  • Required
Address 2
  • Office address 2
City
  • Office city
  • Required
State
  • Office state
  • Required
ZIP
  • Office ZIP
  • Required
Phone
  • Office phone
  • Required
Fax
  • Office fax

The Global office location is not editable. It is used in certain areas to define a value that is applicable to all office locations at a firm. Certain functionality exists that limits selections of values based on the office location / office that owns and manages the project.

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