Departments and projects

Hi All

I am new to Sage 50 and im after a bit of support/advice please.

I have a client who has a hierarchy to their business. 

Department 1 and 2

Sub departments sitting under these so 1a 1b 1c and 2a 2b 2c etc

each of these sub departments will have projects in them where we track budget cost and revenue. 

how do I set this up? I need users to have access to specific projects or specific departments/sub departments depending on their management level

I want to report on

projects P&L against budget

sub department P&L (so all the projects added together)

department level 

whole company level

I have been told this is all doable but where do i get the guidance on getting this set up?? 

thanks

  • 0

    Hi Nicola,

    Do you want to give me a call on 01462 374073 (free chat Slight smile ) There's a lot of questions here and a few different ways to set it up.

    Notable comments though are;

    a) department codes are only a numeric digit (you can change the name but not the number ... 1,2,3 is fixed but description can be anything),

    b) you can set user access to allow access to areas of the programme, but not specific records - i.e. they can be allowed to access and modify projects or not, but you can't choose which projects.

    That said the rest is definitely doable Slight smile

    Kind regards,

    Tim