Organizations

The Organizations page is found under Setup in the navigation menu and is available only to System Administrators. This page allows you to manage Organizations within Fusion Online.

An Organization in Fusion Online is a logical grouping of projects, tasks, and resources, typically representing a division or independent business unit within a larger company. While individual users are not specific to a single Organization, they do have a default Organization, as described below. Every Fusion Online system includes a built-in Default Organization, and additional Organizations can be created using this page.

Organizations

Creating and managing organizations

• To create a new Organization, click the + create new organization link at the top of the page.

• You can rename or delete an Organization using the action menu in the Name column for each row.

• An Organization cannot be deleted if:

  • It is associated with any projects.

  • It is set as the default Organization for any user.

  • It has any non-project tasks associated with it.

Key Concepts

Projects

• A project belongs to a single Organization and cannot be shared across multiple Organizations.

• You must select the Organization when adding a project to Fusion Online using the Fusion Desktop Schedule Manager or when creating a new project directly in Fusion Online.

• Projects cannot be moved directly from one Organization to another. To change the Organization of a project, you must:

  • Delete the project from Fusion Online and then add it to the new Organization using Fusion Desktop, or

  • Add the project to the new Organization under a different name using Fusion Desktop.

• Project names must be unique across the entire system to avoid confusion, as users can filter and view projects across multiple Organizations if they have the necessary permissions.

Groups (Project, Task, Resource)

• Each group (Project Group, Task Group, Resource Group) belongs to a single Organization.

• A group can only include members (projects, tasks, resources) that belong to the same Organization.

• Duplicate group names are allowed if they exist in different Organizations.

Users and User Group Permissions

• There is one system-wide permission record type (System), which grants privileges across the entire Fusion Online system. This type is not specific to any Organization.

• All other permission records are specific to an Organization. Refer to the Permissions documentation for more information.

Users

• Each user is associated with a default Organization, which is used for creating non-project tasks and for filtering on the Users page.

• Users can view and filter tasks, projects, and resources across multiple Organizations if they have permissions in those Organizations.

• When filtering by Organization (e.g., in task views), users will only see Organizations for which they have permissions. This ensures that users can only access and filter data related to the Organizations they are authorized to view.

Non-Project Tasks

• A non-project task must belong to an Organization. When creating a non-project task, it defaults to the user’s default Organization.

• You can change the Organization of a non-project task to any other Organization for which you have permission.