Departments

About departments

All Resources must be associated with at least one department in one role.

Your Autotask instance contains one system department called Administration. If you are using an older Autotask instance, your default system department may be named Human Resources. You can edit the default department, but you cannot transfer the default designation or delete this department. Your Autotask instance may contain additional, non-system departments that you can use, modify, or delete, and you can add additional departments as needed.

Departments have the following functions:

  • Departments, along with Service Desk queues, associate resources with billing roles. Users are not simply associated with a department, they are associated with a department in a specific billing role. Resources can be associated with multiple departments in more than one role.

EXAMPLE  An engineer is associated with the Engineering department as Team Lead, Engineering, and with the Administration department in his role as manager.

  • A Department Lead has visibility of all projects department members are associated with.

  • When creating or editing a task, users can filter primary and secondary resources by department.

  • Optionally, you can associate departments with specific work types. This would allow you to use a task category setting that would limit the work types on tasks associated with the department to just the associated work types. Refer to Work type limiting.

  • Finally, you can report on resources and labor using the Department field as a filter or grouping field.

How to...