Create, edit and delete organizations

An organization is used to structure and unite one or more projects. If required, an organization can be divided into further organizational units, which in turn can contain projects. For example, you can divide your organizations into

• thematic areas such as marketing, development
• Local divisions such as Germany, Asia, America

You can save organizational as templates for reuse in other organizations.

Create organizations

You create a new organization or an organization template via the backstage menu or within an organization.

Create an organization via backstage menu

You create a new organization or an organization template in the Backstage view.

1. In the Backstage menu, click on the Create / New Organization command.

2. In the Create New Organization dialog box, first enter a name and short identifier.

3. Under Create in, select the organizational unit under which you want to create the organization.
4. Under Organization templates, select a template or enter an sxmi file using the File tab.
5. Click Create.
   The organization appears in the user board.

Create organizations in an organization

When you open the organization window within an organization, you can also create a new organization using the context menu.

• Click in the background of the window and select Create / Organization … from the context menu.
• A dialog opens that offers the same options as described in the section “Create an organization via backstage”.

Open organizations

Click an organization tile (red) on the userboard to open the organization.

Edit organization

Each organization has properties that are specified when it is created or are created automatically. You can change these.

• Open the organization whose properties you want to change.
• Go to the backstage menu and choose Organization/Properties.

Delete organization

• Use the Userboard to open the organization you want to delete by clicking on the red tile.

• In the Backstage view, click Organization/Delete.

You will receive a confirmation if the organization was successfully deleted.