Managing Departments

Modified on Thu, 22 Aug at 2:48 PM

The Departments screen is where you can add, edit, duplicate, remove, import and export departments in Projectal.


Getting to the Departments screen

  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Departments button to display the Departments screen.



Departments screen toolbar


The Departments screen toolbar has the following buttons:

  • Add - to add a new department
  • Edit - to edit the selected department 
  • Delete - to delete the selected departments
  • Duplicate - to make a copy of the selected department 
  • Import - to import a list of departments from a  spreadsheet or PDF file
  • Export - to export the list of departments to an Excel spreadsheet (XLS) file
  • Quick Search - to search and filter the list of departments using some text
  • Filter - to search and filter the list of departments using fields
  • User Views - to save and recall your favorite user views on this screen
  • Color By - to color the list of departments by the designated color of a selected data attribute


Editing Departments


Double-click on a cell to edit a value for the department.


Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 


Select a cell and drag the right side corner of the cell to fill down  the value into other cells.


Select a cell and press the DEL key to delete the value from the cell.


Tip: Enter text into the Filter edit box and click the Search button to find specific departments.


Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 




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