Entering the Firm's Organizational Structure

The firm's organizational structure is a very important part of the setup process.

A default organizational structure was provided, but you may have updated the structure during the Initial Setup wizard. Review the information for the firm's regions, offices, and business units on their respective tabs. You can add or edit the information as necessary. See Defining Your Firm's Organizational Unit Hierarchy for more information.

Once you have set up your regions, offices, and business units, you should set up their assignments within the organizational structure. See Assigning Business Units and Offices for more information.

To view or edit your firm's organizational structure, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Organizational Units on the navigation panel.
3. Add or edit the region, office, and business unit information.
   • Regions. You can set up a region An area within the firm comprised of one or more offices, for example, northwest or southeast. to be associated with your firm's offices to help define your firm's organizational structure. A large firm may decide to organize its offices into multiple regions. Regions are optional. Each region must have a unique name.
   • Offices. An office represents either a specific geographic location or a logical partitioning of a firm. A default office has already been set up for your firm. Each office must have a unique name. See Managing Options When Setting Up Offices for more information.
   • Business Units. Use business units to organize your firm's data. See Managing Options When Setting Up Offices for more information.
     
   • A business unit represents another level of organizational in an office.
   • All offices must have at least one business unit.
   • A single business unit may be assigned to more than one office.

   Example: The Individual Tax business unit can be assigned to the Dallas and Austin offices since they both work on Individual Tax clients.

   Explain the components of the window

   Component	Description
   Preview Structure	Click to display a preview of your firm's organizational structure.
   Assignments	Click to open the Assignments window where you can assign business units to offices and offices to regions.
   New	Offices. Click New, or right-click in the grid and select New from the menu to open the Offices window, where you can create an office. Business units. Click New, or right-click in the grid and select New from the menu to open the Business Unit window, where you can create a business unit. Regions. Click the Add top row in the grid, and then enter the new region name.
   Open	Select an office or a business unit and click Open on the button bar, or right-click in the grid and select Open from the menu to edit the item.
   Edit	Select a region and click Edit to change the description.
   Delete	Select an office, business unit, or region and click Delete to remove the unit from the organizational structure.
   Print	Click Print, or right-click in the grid and select Print from the menu to print the entire grid.

Tip: Click Show me structural examples to view sample organizational structures.

4. Click OK to save your changes.