Sectors (Optional)

OPTIONAL STEPS

Create Sectors

Quick Tip: Use this function to evaluate specific divisions within an organization (e.g., Sales, IT, Manufacturing) so that this information can be shared with the corresponding division managers.

Sectors can be created by Department by default. If you have specified additional Drilldown fields and have specified a “Sector Name”, you can select one of these names by which to review and create Sectors. See the Plan\Reporting Levels documentation for more information on creating Drilldowns.

Once the desired Sector Name has been selected, click [Add New], and enter in a description of the Sector in the Create Sector menu. Click [Save] to return to the Departments list. Sectors that have been added will appear in the Sector drop-down list at the top. The new Sector will be selected automatically.

To add Departments or other Drilldown values to the newly created Sector, check the box next to each Department or value to be included. When checked, the Department or value is saved to the current Sector. Use the All, None, All On This Page, None On This Page links to select multiple values simultaneously.

View Sector Worksheet

Select [View Report] from the upper button bar to open a SECTOR WORKSHEET, which displays the Sector selections in an easy-to-view format.

Run Sector-based Reports

To run reports based on Sectors, see Reports>Filter.