General - Offices

Table of Contents

Purpose

The Offices tab stores a list of a firm's offices. These office records 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
Filtering the Dashboard to just projects belonging to a specific office (requires an owning office be defined in Project Specifications)

Offices

Field	Description
External ID	ID from your source system if your adapter brings over Offices
Name	Long name of the office Required
Address 1	Office address 1 Required
Address 2	Office address 2
City	Office city Required
State / Province	Office state / province Required
Postal Code	Office postal code Required
Phone	Office phone Required
Fax	Office fax
Region	Geographic region the office is associated with
Report Logo	Optional logo file specific to an office location If logo exists for the office, the office logo will be used instead of the global default logo file FireFox Browser If you are using FireFox there is a known issue preventing the uploading of files. You will need to use a different browser, such as Chrome or Internet Explorer, to perform this function.
Include Name on Reports	Indicates if the name of the office will appear on reports as part of the address

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.