Branches

Organizational Structure

Branches help you organize and manage projects within client organizations.

What are Branches?

Branches are organizational divisions within your clients that help you structure and manage your projects. Think of branches as departments, locations, or divisions within a company that you're working with.

🏢 Examples: A client might have branches like "Head Office," "West Coast Division," or "Manufacturing Plant."

Client Organization Structure:
🏢 ABC Corporation
├── 🏛️ Head Office Branch
├── 🏛️ West Coast Division Branch  
├── 🏛️ Manufacturing Plant Branch
└── 🏛️ Regional Office Branch

🧭 Accessing Branches

Easy Access

Access the Branches section through the main navigation menu to see all branches organized by their parent clients.

👀 Viewing Branches

📋 Main Branches List

The branches list displays essential information in a clean format:

Column	Purpose	Details
🏷️ Code	Short identifier	Optional branch reference
🏛️ Name	Full branch name	Primary identification
🏢 Client	Parent organization	Branches grouped by client

🔍 Filtering and Search

Smart Search

Powerful filtering system for quick branch location.

Filter Features:

• 🎛️ Filter Toggle → Show/hide search fields
• 🔎 Dual Search → Search by branch code OR name
• ✨ Partial Matches → No need to type exact names

Search Examples:
"Head" → Finds "Head Office"
"West" → Finds "West Coast Division"  
"HQ" → Finds branches with code "HQ"

🗑️ Viewing Deleted Branches

Deleted Branch Management

Track and manage branches that are no longer active.

• 🗑️ Click trash button → View deleted branches
• 📊 Track inactive branches → Maintain historical records
• ↶ Restore capability → Recover branches if needed

🛠️ Managing Branches

➕ Adding a New Branch

Step-by-Step Creation

Simple workflow for creating new branches within client organizations.

Step	Action	Details
1️⃣	Click Add Branch (➕)	Located in toolbar
2️⃣	Select Client	Choose parent organization
3️⃣	Enter Code	Optional short identifier
4️⃣	Enter Name	Full branch name
5️⃣	Click Save	Create the branch

✏️ Editing a Branch

Quick Edit Process:

1. 🔍 Find branch in the list
2. ✏️ Click edit button next to branch
3. 📝 Update information (code or name)
4. 💾 Click Save to apply changes

🗑️ Removing a Branch

Deletion Requirements

You can only delete branches that don't have any active projects.

Deletion Workflow:

1. 🔍 Find branch you want to remove
2. 🗑️ Click delete button next to branch
3. ✅ Confirm deletion when prompted

⚠️ Important: If a branch has projects, you'll need to delete or move those projects first.

↶ Restoring a Deleted Branch

Recovery Process

Easily restore accidentally deleted branches.

Restoration Steps:

1. 🗑️ Click trash button → View deleted branches
2. 🔍 Find target branch to restore
3. ↶ Click restore button next to branch
4. ✅ Branch moves back to active list

Restoration Requirement

You can only restore branches if their parent client is still active.

🧭 Navigating to Projects

Quick Project Access

Navigate directly to project views from branch listings.

• 🖱️ Click active branch row → View projects within that branch
• 👀 Quick work overview → See what's happening in each branch
• 🚫 Deleted branches → Cannot be clicked (appear grayed out)

🔐 Permissions and Access

Role-Based Access

What you can do with branches depends on your assigned role and permissions.

Permission Level	Available Actions	Access
👀 View Branches	See list and details	All users
➕ Add Branches	Create new branches	Authorized users
✏️ Edit Branches	Modify existing information	Authorized users
🗑️ Delete Branches	Remove branches (restorable)	Admin users
↶ Restore Branches	Recover deleted branches	Admin users

🔒 Missing Options? If you don't see certain buttons, you don't have permission for those actions. Contact your administrator for additional access.

💡 Tips for Branch Management

🗂️ Organization Best Practices

Smart Organization

Structure your branches for maximum efficiency and clarity.

Naming Guidelines:

• ✅ Clear, descriptive names → Easy identification
• 🏷️ Smart codes → Quick reference (e.g., "HQ" for headquarters)
• 🏢 Logical grouping → Related branches under same client

🎯 Operational Best Practices

Best Practice Checklist:
├── ❌ Don't delete branches with active projects
│   └── Finish/move projects first
├── 🔍 Use search filters effectively
│   └── Quick navigation in large lists
└── 📊 Regular maintenance
    └── Review deleted branches periodically

Project Dependencies

Always check for active projects before deleting branches - clean up projects first!

🔄 Workflow Integration

📋 Standard Workflow Process

Sequential Setup

Follow this order for optimal branch management workflow.

Step	Process	Details
1️⃣	🏢 Client Setup	Make sure the client exists before creating branches
2️⃣	🏛️ Branch Creation	Create branches for different divisions/locations
3️⃣	📊 Project Management	Use branches to organize your projects
4️⃣	🧹 Maintenance	Periodically clean up unused branches

📚 Common Scenarios

🆕 Setting up a New Client

New Client Workflow

Step-by-step process for client onboarding.

Setup Process:

1. 🏢 Create the client first (in the Clients section)
2. 🏛️ Add branches for each division or location
3. 📋 Start creating projects within the appropriate branches

🔄 Reorganizing Existing Structure

Reorganization Steps

Follow this sequence to avoid data issues during restructuring.

Reorganization Workflow:

1. 🗑️ Delete projects from old branches first
2. 🏛️ Create new branches with better organization
3. 📋 Recreate projects in the new branch structure

🛠️ Troubleshooting

Common Issues & Solutions

Quick fixes for typical branch management problems.

🚨 Common Problems

Issue	Possible Cause	Solution
❌ Can't delete a branch?	Branch has active projects	Check and remove/move projects first
👻 Missing branches?	Viewing deleted items or permission issues	Check trash view or contact administrator
↶ Can't restore a branch?	Parent client is inactive	Make sure the parent client is still active

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Organized Project Management

This branch management system helps you keep your projects organized and makes it easier to find and manage work across different parts of your client organizations.

🚀 Ready to Organize Your Branches?

Next Steps: Set up branches for each client division, then start organizing your projects within these structured organizational units!