Divisions is a separate licensed add-on (contact sales@farmerswife.com for pricing) for companies with different business divisions or departments wishing to pool their resources but keep the objects, projects and invoicing separate.
By default the database only contains one Division, but if additional Divisions are added, it is possible to configure which Division each User / Object / Resource / Project / Media Order / Invoice belongs to and
to filter by Division in these places.
It allows to create one project, that is then linked to one of the divisions, and assigning resources from different divisions to it. When invoicing the project a choice can be made to issue one client invoice from the project division, and then the divisions invoicing each other internally, or else to issue separate client invoices for each division involved in the project.
When booking, the users can filter for objects from their own divisions and for the web users you can enforce them to only see projects and resources from their own divisions.
Permissions and View Settings
Configure Object Permissions by Division (v7.1) so users are only granted to book Objects that belong to their division.
Advanced User Permissions:
- User Can Only View Projects From Own Division (from 7.1) - with this setting enabled users are not able to see (and as a result - not able to book) any projects from other divisions. This is supported across the entire system. Users will also not be able to see bookings made on resources for other divisions.
- User Can Only Book Shifts from Own Division - If enabled, users will not be able to book all shifts, but only those assigned to their Division. This is particularly useful when different departments operate on separate shift schedules, ensuring that users only interact with the shifts relevant to their division.
- Force Select Involved Objects to Own Division (from 7.2) - If enabled, Users will only see Objects from Own Division when adding Objects via Booking Window > Involved Tab.
Settings:
- In the Toolbox > Settings > Miscellaneous User can default to own Division by enabling "Default To My Division In Object Manager, Toolbox Objects and Classes".
As a result User will see objects from own Division rather than all Objects. - Users can view/change booked Division in the Edit Project window
Object Manager
View and filter objects by Division. In combination with the above Toolbox Setting, when creating a new object it defaults to the default set division.
Projects
- Select a division for each project.
- Filter by Division in the Toolbox > Projects, Advanced Project Search and other Advanced Searches
Bookings
Booking Timezones: Using the Divisions option you can also define and link Timezones to them in which Bookings are created or shown.
Shifts - assign Shifts to Divisions. Read more.
Filter Shifts to your division when assigning shifts.
The Divisions option is integrated into the Multiple Currencies option, allowing you to setup a Currency per Division and then the currency will be auto selected on creating projects or invoices.
Reporting
- Group by Division in Financial Report