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Subsidiaries

In this article:

Overview

A subsidiary is a part of a larger company or an entity within a corporate group. Resources are bound exclusively to a particular subsidiary. It means that each user or equipment should be assigned to a specific subsidiary. This ensures data security and clear accountability for resources.

Human and non-human resources are assigned to subsidiaries. Subsidiary resources are controlled by the manager of a subsidiary. Accordingly, the subsidiary manager can add users, crews, equipment, and materials to them.

 The important information is that a subsidiary can have multiple managers, and a user can be assigned to multiple subsidiaries as their manager.

Only managers of a subsidiary can view and manage its resources.

Managers can navigate through the Resource Management – Basedata Settings section. Here they can add and edit the details of the subsidiary resources.

Example: The resource view of a Green Company subsidiary.

Default subsidiary

In the beginning, we have only one default subsidiary. All resources are assigned to it.

We can create more subsidiaries and divide resources among them. However, we must remember that each resource can only be assigned to one subsidiary.

Each resource can be assigned to only one subsidiary.

We can transfer resources that were previously part of another subsidiary to the new subsidiary after it is created.

Creating subsidiaries

You need the Resource Admin role and Enterprise/Strategic KanBo License to create a subsidiary.

To create a subsidiary:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Subsidiaries.
  4. Select + Create new subsidiary.
  5. Enter the name.
  6. Enter the Foreign ID, description and select managers (optional).
  7. Confirm using the Create new subsidiary button.

Example: Adding a description is optional, but can provide managers with useful information about the type of resource being hired or acquired.

Editing subsidiaries

You need the Resource Admin role and Enterprise/Strategic KanBo License to edit a subsidiary.

You can edit the subsidiary at any time, such as changing its managers.

To edit a subsidiary:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Subsidiaries.
  4. On the selected subsidiary, go to Details.
  5. Make changes.
  6. Confirm using the Save button.

Deleting subsidiaries

You need the Resource Admin role and Enterprise/Strategic KanBo License to delete a subsidiary.

To delete a subsidiary:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Subsidiaries.
  4. On the selected subsidiary, go to Delete.

FAQ

First, you need the Resource Admin role.

To add a manager to the subsidiary:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Subsidiaries.
  4. On the selected subsidiary, go to  Details.
  5. Go to the manager empty field, and then select the user.
  6. Confirm with the Save button.

To change the subsidiary of a resource:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Resources.
  4. On the resource, select  Details.
  5. Select another subsidiary from the dropdown menu.
  6. Select Save.

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