Create an organization unit

To create an organization unit:

  1. Log on to PPM.

  2. Select Create > Administrative > Org Unit from the menu bar.

    The Create a New Organization Unit page opens.

  3. Provide the organization unit Name and any other desired information.

    1. If necessary, select a Parent Org Unit.

    2. Determine whether to Inherit Region from Parent or select from the Use this Region field for the organization unit.

    3. From the This Organization Unit is a field, select Primary or Matrix.

  4. Add users to the organization unit by selecting a user from the Resource field and clicking Add.

    The Create a New Organization Unit page reloads with the selected users displayed in the Direct Members list.

  5. Click Create to create the organization unit.

    The View Organization Unit page opens, displaying the newly created organization unit.