---
title: "Unions"
slug: "unions"
updated: 2026-07-29T18:52:13Z
published: 2026-07-29T18:52:13Z
canonical: "help.cenpoint.com/unions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Unions

### Unions

#### Set Up a Union

Set up Unions by going to More → List Management → Users → Unions.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/UnionsMore.png)

Click ‘Add’ to create a new union.

Click the Ellipsis → Modify to edit an existing union.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AddmodiUnions.png)

Fill out the Union information.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/UnionDetails.png)

Create a union boundary on the map by searching a city then drag points if necessary to crate the boundary for that union.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/UnionMap.png)

#### Set the Union on a Quote

On a Quote go to the Additional Info tab then select the 'Union' or ‘Per Task'.

Selecting a Union will make the entire quote fall under that union.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/QuoteUnion.png)

If when assigning a Union you selected '<Per Task>' on the quote union drop down, you will need to assign a Union for each task (if applicable).

When assigning that task to a quote under its Task tab go to the very bottom to select a Union

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/24(3).png)

#### Set the Union on a Job on Portal

On the Job under the Add’l Info tab set if it is a ‘Union’ Job or if it’s a ‘Per Task’ job where some tasks are Unionized and/or under separate unions.

Selecting a Union will make the entire job fall under that Union.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/25(3).png)

If when assigning a Union you selected 'Per Task' on the job, you will need to assign a Union for each task (if applicable).

When assigning that task to a job, under its Task tab go to the very bottom to select a Union

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/26(4).png)

#### Assign a User to a Union on Portal

To assign a User to a Union go to More → Users

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1748034879904.png)

Find your user and then double click on them or click the Ellipsis → Modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1748035077982.png)

Go to the Add’l Info tab and select the Union from the dropdown.

Assigning a Union to a User will override any Union set on the job and use the Users Union for all tasks.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/18(4).png)

#### Reporting for Unions

Find reporting for Union under Reports → Job Reports → Job Hour Report

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/JobHourReportReport.png)

On the Job Hour Report select Group by Union

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/JobHourReportUniion(1).png)

Click ‘Print’ for a more comprehensive view of Field Tickets grouped by Union.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/11(1).jpg)