Edition: Professional, Business, Enterprise
User-level: Assistant administrator and above
Previous steps: N/A
Disciplines are attached to stages in projects and allow for you to report on revenue for different skill sets in your business. A Disciplines can be created for different streams of the built environment including Architecture, Interior design, Engineers, etc. which may all need separate revenue reporting.
You are able to assign a different Discipline to each stage within a project. However, you are only able to allocate one Discipline per stage. If your organisation doesn't have business units / divisions, then create a single Discipline for use on all the project stages.
The Discipline page can be located under Organisation drop down> Settings > Project lists > Disciplines.
This article will detail the following information around Disciplines:
Creating a Discipline
You can add as many new Disciplines as needed for your business. If you are using a connect add-on (Xero, MYOB etc.) then you will also be able to link the Disciplines to an account code.
To add a Discipline follow the steps below:
Click the 'Add' button in the top right corner.
Type a short code for the Discipline. e.g. CON for Construction
Type a name for the Discipline. e.g. Construction, Construction people
If you use an accounting package type an account code for the Discipline which can be used when syncing data across.
Add in a liability account code (Optional)
Check the default box to mark this item as the primary. (Optional)
Repeat the above steps for each additional Discipline required.
Deleting a Discipline
You can only delete an unused Discipline (it can't have been added to any project or stage at any point). If the Discipline has been used then it cannot be deleted, and will need to be made inactive to stop future use of the item.
To delete a Discipline:
Click the checkbox next to the Discipline you want to delete.
Click on the grey arrow on the bottom left of the page and select 'delete'.
TIP! If you want to delete multiple Discipline then select the checkboxes next to each of the Discipline and click on the grey arrow on the bottom left of the page and select 'delete'.
Marking a Discipline as inactive
If you have already used a Discipline but it is no longer needed for your organisation then you can mark it as inactive. This will keep the Discipline in your organisation but remove it from the main active list and from being used against stages.
To mark a Discipline as not active:
Click the checkbox next to the Discipline you want to make inactive.
Click on the grey arrow on the bottom left of the page and select 'Set as not active'.
TIP! If you want to make multiple Disciplines inactive then select the checkboxes next to each of the Disciplines and click on the grey arrow on the bottom left of the page and select 'delete'.
Refresh the list and only the active items will remain in the list.
Editing a Discipline
You can update an existing Discipline to change the account code or name shown.
To edit the Discipline:
Click the row that you want to update, or click the pencil icon and select 'edit'.
Update the Discipline fields as required.
NOTE: Changing the name/code will update all historical data to show the new name/code details.
Search and filter Disciplines
When a large number of items exist use the search or filter options to limit the number of rows shown in the list.
Click the magnifying glass (search button) and type the keyword into the search box.
Clear your search, and go back to seeing all items by clicking the clear button in the search bar.
Filter the list by selecting the filter button . See the available filters by clicking the word 'active'. Select a filter from the list and click the 'apply filter' button to apply the filter. The filter options are:
Active - the default list filter that shows the items that can be used (seen in drop down lists).
Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
All - see both active and inactive items in the list.
If you are using an accounting package and running a connect sync through Synergy then you will need to make sure that the code is filled in. The account code is used to map the Synergy data to the account that stores your invoice or expense data in the accounting system.
Where to next?
What other features does this relate to?