Branches

Branches represent distinct operational divisions within your business unit — such as regional offices, departments, or service areas. They are one of the foundational building blocks in include GO and are used throughout the system for project assignment, reporting, and financial tracking.

Where to Find Branches

Branches are managed under Settings > Business Unit Settings. In the left-hand settings sidebar, click Branches under the Organization section.

Navigation path: Dashboard → Settings → Business Unit Settings → Branches

Branches list view .png)

What you see on this screen

#	Element	Description
1	Settings Sidebar	The left sidebar groups all Business Unit Settings. Branches is highlighted under Organization.
2	Page Header	Shows the business unit name and a description of the settings area.
3	Create Branch	Blue button in the top-right corner. Click to add a new branch.
4	Search Bar	Type to filter the branch list in real-time.
5	Column Headers	Click any column header to sort or filter. Use the three-dot menu for advanced filtering.

Creating a New Branch

Click the + Create Branch button in the top-right corner to open the Create Branch dialog.

Create Branch dialog .png)

Form Fields

#	Field	Required	Description
1	Display Value	Yes	A numeric identifier for the branch (e.g., 100, 200). This value appears in dropdowns and reports.
2	Sort Order	Yes	Controls the display order of branches in lists. Supports decimals (e.g., 1.5000) for inserting between existing items.
3	Description	Yes	A human-readable name for the branch (e.g., "North Region", "Main Office"). Max 50 characters.
4	Status	Yes	Active, Inactive, or Archive. Only Active branches appear in selection dropdowns across the system.
5	Notes	No	Optional free-text notes about the branch's purpose, territory, or any internal context.

Example: Creating a "North Region" Branch

Create Branch form filled out .png)

In this example:

Display Value = 100 — a clean number for the first branch
Sort Order = 1 — appears first in the list
Description = North Region — clear, concise label
Status = Active — immediately available for use
Notes = Covers all northern territories including NY, NJ, CT

Click Create Branch to save. A success toast notification confirms the branch was created, and the data grid refreshes automatically.

Editing a Branch

To edit an existing branch, click the pencil icon in the Actions column of the data grid. The same dialog opens pre-filled with the branch's current values. Make your changes and click Update Branch.

Deleting a Branch

Click the trash icon in the Actions column. A confirmation dialog asks you to verify the deletion. Branch deletions cannot be undone — if the branch is referenced by projects or other records, consider setting its status to Inactive or Archive instead.

Tips & Best Practices

Use consistent numbering for Display Values (e.g., 100, 200, 300) to leave room for future branches.
Set inactive branches to Inactive, not Archive. Archive is intended for branches that should be hidden from all views.
Use the Notes field to document the branch's geographic coverage, responsible manager, or any operational context that helps other users.
Sort Order supports up to 4 decimal places — use this for precise ordering without renumbering existing branches.