Associating Regions with Entities

Regions are associated with various PPM entities from particular locations. Table 3-1. Locations of region selection fields on entities identifies the locations from which to specify a region for each entity.

Resources can either inherit their regions from the primary organization units to which they belong, or they can have a region specified directly. Resources that do not belong to a primary organization unit are assigned a region from the Change Resource Settings page. For more information on resources and regions, see the Resource Management User Guide.

Table 3-1. Locations of region selection fields on entities

Entity

Location

Field Name

Proposals

Create New PFM - Proposal page

(Region is selected only upon creation)

Region

Projects and Project Templates

Create New Project page

(Region is selected only upon creation)

Region

Assets

Create New PFM - Asset page

(Region is selected only upon creation)

Region

Resources

Resource page > Modify Resource page

Resource will:

  • Inherit Region ...

  • Use this Region

Organization Units

Create a New Organization Unit page

Parent Org Unit

  • Inherit Region from Parent

  • Use this Region

Organization Unit page > Modify Organization Unit page

Parent Org Unit

  • Inherit Region from Parent

  • Use this Region

Resource Pools

Create a New Resource Pool page

Region

Edit Resource Pool page

Staffing Profiles

Change Staffing Profile Header page

Region

Create a Staffing Profile page