Information about organizations that take a part in the project. You may collect common information here for all persons that belong to an organization, such as address or homepage.

ID
organization
Suite
Core
Documentation Type
Q2 - Project
Categories
/ Team
Tags

Description

Stores information about an organization that is interested in the success of the project. This allows to define address information for members of an organization in a central document.

The organization doctype has its limitations. It is not meant to be a replacement for a CRM. It is just a simple way to organize information about organizations for projects.

Properties

For information about address informations, please refer to the Person doctype.

Address Information

There are multiple properties to define address information, like phone or website.

Contact

Reference the stakeholder to communicate with this organisation.

The value may reference one or more addresses and may contains additional text (such as "only in office on Mondays").

Image URL

The URL to an image. May be a plain URL or a link that points to an image.

Typically the URL is used to fetch the image and render it using the Display Document Property As Image Macro.

Sections

Description

Provide project-relevant information about an organization.

Publications

List of resources published by this organization.

Since version 6.1.1.

Subordinate Organizations

List organizations or subsections of the organization.

Members

List members of the organization.

Typically the section contains a Display Table Macro that lists all documents of type Person or Stakeholder associated to the organization described by this document.

Notes

These are internal notes that are usually not exported and only visible to team members with write access.

But this is not a safe place to store sensible information. It is just a convenience for the reader to not be bothered with notes stored here for the authors for later use. The security level is about suppressing the representation by a CSS style. Therefore consider this as a convenience for the reader, not as a security tool.

References

For a document the references section contains pointers to resources that prove the statements of the document.

Often these proofs are not easily distinguishable from further information. In this case you may want to skip the reference section in favour for the resource list.

Resources

The resources section provides references to further information to the topic of the document.

This may be information on the internet provided by the resource or information in the team's information systems. Anything the reader of the resource might want to know, may be listed here.

Related Doctypes

  • Person - Provides information about a person. This includes contact information (important if the person is relevant for the team) or information about the competences (if the person is an author about a topic relevant for the project).
  • Stakeholder - A party that takes interest in a project. The stakeholder is either a real person, an organization or group, or represents a class of individuals, groups or organizations.