Nomenclature

If you created your pyramid using the Guided Setup feature the information on this page should be completed. If you need to make changes you can adjust it here.

All companies are different and the terminology that you use varies slightly from one company to another. However, the general hierarchy of RoundhousePM subscribers is essentially the same. Your company may have groups or divisions within your company. Next you generally have clients which pay you to perform work.

The Nomenclature page allows you to customize the names for these terms.

*Tip: If your company does not utilize one of these Levels simply name it “Not Used”. For example if you’re a real estate developer and you’re the client for your own work, you may not utilize Level 3 which is typically reserved for the people you work for. Simply skip this level and create your projects on Level 4 and do not create any workspaces at Level 3. For more information about skipping levels see Workspaces.

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