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Divisions

Classify leads and projects by division with estimating defaults and accounting integration.

Overview​

Divisions are critical to an organization to ensure proper operational and financial reporting. Each division can have its own markup percentages for estimating, accounting GL codes, and yearly margin goals.

When a project is created, a Division must be chosen for that project on the Project Request Form.

Customizable Label

The "Divisions" label can be customized via Settings > Form Fields > Projects. Your company may use a different term like "Opportunity Types" or "Business Units".

Accessing This Setting​

  1. Go to Settings > My Company > Divisions

Division List​

The divisions list displays all your configured divisions with the following columns:

ColumnDescription
IDSystem-assigned identifier
DivisionName of the division
Estimate MarkupDefault markup percentage for estimates
Selections MarkupDefault markup percentage for selections
Area ContingencyContingency percentage for area-based calculations
GL CodeGeneral ledger code for accounting integration
ColorVisual identifier used on boards and reports

Sorting Divisions​

Divisions can be reordered by dragging and dropping rows. The sort order determines how divisions appear in dropdown menus throughout the system.

Showing Disabled Divisions​

Toggle Show Disabled Divisions to view and restore previously disabled divisions.

Adding a Division​

  1. Click Add Division
  2. Complete the division settings (see below)
  3. Click Add Division to save

Viewing or Editing a Division​

  1. Click on the division name in the list
  2. Make your changes in the dialog
  3. Click Save

Division Settings​

Basic Information​

FieldRequiredDescription
Division NameYesDisplay name for the division
ColorNoColor used for visual identification on boards and calendar

Estimating Defaults​

These values are used as defaults when creating estimates for projects in this division.

FieldRequiredDescription
Estimate MarkupYesDefault markup percentage. Enter 120 for 20% markup (cost × 1.20 = price)
Selections MarkupYesDefault markup for customer selections. Enter 120 for 20% markup
Area ContingencyNoContingency percentage for area-based calculations. Enter 5.5 for 5.5%

Accounting Integration​

FieldRequiredDescription
GL CodeNoUsed for accounting integration to categorize revenue/billing for different project types (e.g., "New Construction", "Remodel", "Service Work"). Maps project revenue to specific general ledger accounts.
Mileage GL CodeNoSeparate GL code specifically for mileage expenses associated with a project type. Used when exporting time entries to prioritize project-specific mileage categorization over employee-level defaults.

Managing Margin Goals​

Each division can have yearly margin goals for performance tracking.

  1. Click the $ (dollar) icon next to a division
  2. Enter margin goals for each year (past years through future years are shown)
  3. Click Save

Margin goals are used in dashboard reporting to compare actual margins against targets.

Disabling a Division​

To disable a division from being used on future projects:

  1. Click on the division name in the list
  2. Click Disable in the dialog
  3. Confirm the action

Disabled divisions:

  • No longer appear in dropdown menus for new projects
  • Remain associated with existing projects
  • Can be restored at any time

Restoring a Disabled Division​

  1. Toggle Show Disabled Divisions at the top of the page
  2. Locate the disabled division (shown with reduced opacity)
  3. Click the Restore icon

Common Divisions​

  • Residential
  • Commercial
  • Design-Build
  • Remodeling
  • New Construction
  • Service/Repair

Where Divisions Are Used​

Divisions appear throughout the system:

  • Leads & Projects - Categorize by business type
  • Estimates - Default markup values
  • Sales Pipeline - Filter and analyze by division
  • Dashboard Widgets - Filter metrics by division
  • Boards - Filter columns by division
  • Reports - Performance analysis by division
  • QuickBooks Integration - Map revenue to GL codes