Modeling Organization Units

Resources can be members of organization units, which can stand on their own or be arranged in relation to one another to form an organization model. Figure 3-1. Sample organization model illustrates a sample organization model.

The organization model is visible at all times from the View Organization Model page. To open this page, select Open > Resource Management > Organization Model > Browse the Org Model from the menu bar.

Figure 3-1. Sample organization model

The Expand All and Collapse All buttons, used to expand and collapse all organization units on this page, are available. If your organization is large, selecting these buttons causes slow performance. If you want to hide these buttons, set the RM_ENABLE_ORG_VIEW_EXPAND_ALL server.conf parameter to false. For more information, see Installation and Administration Guide.

There are two kinds of organization units:

  • Primary. Resources can only belong to one primary organization unit. If set to inherit their region setting from their parent organization unit, a resource will inherit their primary organization unit's region. Only primary organization units can be linked to resource pools (see Planning Capacity with Resource Pools for more information).

  • Matrix. Made up of members from primary organization units, matrix organization units do not determine region settings for their resources.

An organization unit of one type can be converted into the other. See Converting Organization Unit Type for more information.

Note: Every resource needs to be a member of one and only one primary organization unit. Resources that are not assigned to a primary organization unit become part of a default "Unspecified" organization unit and inherit the region assigned to it.

You can show the assignment load for all resources in an organization unit with the Analyze Assignment Load portlet. Figure 3-2. Analyze Assignment Load portlet shows the Analyze Assignment Load portlet for an organization unit whose members are currently underutilized. The total capacity for the organization unit is calculated from each resource's calendar and workload capacity.

Figure 3-2. Analyze Assignment Load portlet