Divisions is a powerful, organizational tool that allows you to link projects and workforce employees to a division. If you have multiple offices or workspaces, this is the tool for you.

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Create your Divisions

To get started, navigate to Settings & select the Divisions tab. Click Enable Divisions. Here, you will be prompted to create your first division. Enter the name of your first division. If you wish to assign all existing projects and employees to this division, you can check-mark the box indicated at the bottom. Finally, click Enable. You’ve now created your first division! You can proceed to add any additional offices or divisions by selecting New Division. If you need to edit or delete any existing divisions listed, simply click the pencil icon to edit, or click the trash can icon to delete.

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Assign Projects to a Division

Now, we can begin assigning projects to our divisions. To assign a project, open the project & navigate to the Division field under “Opportunity Information.” Under Division, select the designated office from the drop-down menu and save your changes. If you do not see the office or division in the drop-down list, simply follow the instructions above to create a new division. If you wish to assign all of your projects in bulk, you can conveniently download and re-import a CSV with the designated divisions attached. To do this, navigate to the Project tab and click Columns at the top menu. Select + Add Field and click Add Column next to Division. Finally, click Done. The Division column will now be visible in your project view. Now, you can download your project view as a CSV (My View > Download View) and assign each project to its corresponding division. Note: You’ll want to ensure that all divisions listed in your CSV already exist in your Settings. Once your CSV is updated, simply re-import your Projects (My View > Import CSV), and your divisions will populate in your project view.

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View Insight Reports by Division

Buildr allows you to seamlessly view and filter all insight reports according to Division. To begin, open the Insights tab under Analytics. If you wish to view a report by office or division, simply click the Divisions tab and select the desired division(s).

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Link Employees to a Division

If you are utilizing the workforce management tool, you can easily assign your employees to a division. First, navigate to the top menu and select the “Employees” tab under Workforce. To assign an employee to a division, choose the employee profile & click Edit. Scroll down to the Division field and select the desired office or division. Click Save.

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Assign Employees to an Assignment using Divisions

Now that you’ve linked your employees to their designated divisions, you can assign your workforce to relevant assignments. When assigning your employees to an assignment, Buildr conveniently shows you all available employees who match the corresponding division. If you wish to view employees from multiple offices, simply click Divisions and checkmark the desired divisions.