Organization Hierarchy and Sub-Organizations

What is this?

The Org Chart page shows your company's internal structure as a visual tree and a sortable table. You define levels (Division, Region, Area) and place each sub-organization under its parent. The hierarchy controls data visibility: people assigned to a sub-org only see the equipment, projects, and data at their level and below.

Who is this for?

• Admins – Build and maintain your company's org structure. Control who sees what.
• Regional Managers – See how your division fits into the bigger picture.
• Equipment Managers – Understand which sub-org owns each asset for correct cost allocation.

How to use it

Step 1: Define your org structure levels

Go to Organization > Org Chart. Click Org Structure Levels in the top-right corner. Name each level of your hierarchy. You can have up to 5 levels.

In this example, the company uses Division at the top, then Region, Area, Sub Area, and County. Click Save when done.

Step 2: Set up departments

Click Departments next to the Org Structure Levels button. Add department codes like Commercial (COM) or Government (GOV). Departments let you tag sub-organizations for reporting and filtering.

Step 3: Add sub-organizations

Click + Add Sub-Organization. Enter the name, choose its parent from the dropdown, and optionally set an external code and sort order.

The parent dropdown shows only the levels above the current one. Picking a parent places the new sub-org under it in the tree.

Step 4: Review the tree

The right side of the page shows a live visual tree. Each node displays the sub-org name and its level badge. Click any node in the tree or row in the table to edit it.

Use the parent dropdown to move a sub-org under a different branch at any time.

The full details

• Works on: Web app only
• Location: Organization > Org Chart tab
• Up to 5 levels deep: Define your own level names (Division, Region, Area, etc.)
• Table columns: Name, Level, Parent, Projects, Equipment, People, Sort, Status
• Drives data visibility: Users assigned to a sub-org only see equipment, people, and projects at their level and below
• External codes: Optional field for syncing with external systems like Vista
• Departments: Tag sub-orgs with department codes for filtering and cost allocation
• Admin access required to modify the hierarchy

Tips

• Match your real org chart. If your company has 3 divisions with 5 regions each, set it up the same way. Arbitrary groupings cause confusion.
• Use sort order to control how sub-orgs appear in the table and tree. Lower numbers appear first.
• Assign equipment to the right level. A dozer at the Denver shop should be under the Denver sub-org, not floating at the company level.
• External codes are useful for Vista sync. If your ERP uses region codes, enter them here so data flows correctly between systems.