Building the Organization Model

The organization model is a hierarchy of organization units. Figure 3-3. Parent organization unit with two child units illustrates the terms used by Resource Management when defining the organization model.

Figure 3-3. Parent organization unit with two child units

An organization unit's parent is defined in its Modify or Create a New Organization Unit page. Use the Parent Org Unit field to set the organization unit's parent.

Figure 3-4. Top of Modify Organization Unit page

The Modify Organization Unit page also allows you to create a new child organization unit. Click Create a New Child Org Unit to create a new child organization unit in a new window.

Figure 3-5. Create a New Child Org Unit button

To reach an organization unit's Modify Organization Unit page:

  1. Log on to PPM.

  2. Selecting Search > Administrative > Org Units from the menu bar.

    The Modify Organization Units page opens.

  3. Provide search criteria and click Search.

    The Modify Organization Units page changes to display the results of your search.

  4. Click the name of the organization unit you wish to modify. The View Organization Unit page opens.

  5. Click Modify Org Unit. The Modify Organization Unit page opens.