Adding a New Department

Each department is linked to a specific location, ensuring that records are organized by both geography and function.

Departments provide an additional level of segmentation, helping organizations manage suppliers, contracts, savings, and sourcing events more efficiently.

Find out how to link Departments to a Location here

You can find out more about how Locations work in oboloo here

Tip: You can add a new department when creating a master record in oboloo. Under the drop down field 'Department', click the '+ New Department' option at the top of the drop down. This will allow you to create a new department without leaving the creation process for that record.

When to Use This Feature

• If your organization has multiple teams or divisions that need to be categorized separately.

• If you want to filter and report on records by department.

• If you need to assign users, contracts, or sourcing events to a specific department for better tracking.

Step-by-Step Guide

1. Navigate to the Departments Page

• Click Settings in the main menu.

• Select Departments from the dropdown list.

2. Click "Add New Department"

• At the top of the page, click the "Add New Department" button.

3. Enter Department Details

• A popup will appear where you can input the necessary details:

  • Department Name – Enter the name of the department (e.g., "Procurement," "Legal," or "Finance").

  • Link to Locations – Select one or more locations to associate this department with.

💡 Note: Departments are child records of locations—meaning a department must be linked to at least one location.

4. Save the New Department

• Click "Add Department" to confirm and create the new entry.

5. Department is Now Available!

• Your newly added department will now be visible in filters, dropdowns, and reports across the platform.

• It can now be assigned to suppliers, contracts, savings, and sourcing events.

Key Considerations & Best Practices

✅ Departments must be linked to at least one location—but can be linked to multiple if needed.

✅ Once added, departments can be used immediately in dropdowns, filters, and reports.

✅ Ensure department names remain consistent across your organization to avoid duplicates or misclassification.

✅ If a department is no longer needed, consider renaming or archiving it rather than deleting it to preserve historical data.

Additional Resources

📌 Related User Guides:

• Editing a Department (if you need to update or modify an existing department)

• Adding & Editing Locations (to ensure correct parent-child structuring between locations and departments)