Setting up your Organisation
Select the Office you want to update the organisation structure for.
Select Organisation within the admin console.
Departments Disciplines and Grades
From the organisation menu select the DDG you want to create.
Department, Grades and Disciplines and commonly referred to as DDG.
Departments | These represent the main functional areas within an organisation, such as Engineering, Finance, or HR. |
Grades | These indicate the seniority or level of responsibility of a role, such as Junior, Mid-Level, or Senior. |
Disciplines | These define the specific skill sets or specialties within a department, like Mechanical Engineering or Project Accounting. |
Once in the specific organisation tab, select 
to create a new code.
A new form will appear where you will need to add the details. Both Department and Grade will require a name/description and code. The code is the unique reference for that DDG. Discipline will require the discipline name and the department the discipline belongs to.
You can also make changes to an existing DDG record by selecting the 3 dots 
. There is also the options to delete and deactivate a DDG.
Delete | You will NOT be to delete a DDG that has been used in the system, i.e. has been added to a proposal or project record. |
Deactivate | You will always be able to deactivate a DDG. The DDG will then not be available for selection from the period of deactivation. |
Average Cost Rates
This is the cost to your company based on the created discipline and grade matrix structure.
You cannot add any average costs without first creating your department, grades and disciplines. You cannot create a contract or proposal without having average cost rates added first.
From the organisation menu select Average Cost Rates.
Within the the Discipline/Grade Matrix add the Average costs. Type the amount within the box 
, this will automatically save.
The Average cost are standardised hourly cost rates assigned to each Grade or Discipline, used for budgeting and forecasting project costs. Your proposal labour budget will be calculated using the Average cost rates.
You are able to leave a cost empty however that discipline/grade will then not be available on the contract and proposal.
An Average cost can always be changed by re-typing the amount in the box however if the cost is in use on a contract then it will not be possible to remove it.
Actual Cost Rates
The actual cost rate is the hourly cost of a team member to your organisation. An admin user will need to make sure this is populated on each users team profile so that they can be added to a project as a resource and request to submit time.
Select the Proteus logo to navigate back to your dashboard.
From your dashboard select Team from the main navigation.
Once on Teams find a user to add an hourly cost to then select the 3 dots 
on the right of their profile and the edit.
Scroll down until you see the section containing the Hourly cost then add the users cost in the box.
The actual cost will replace the average cost once a user has been assigned to a resource and booked time against a project.