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Define Organizational Units

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Space / Occupancy / Background Data

Overview

This task lets you define an unlimited organizational hierarchy and you can manage the structure.

  1. Choose the Define Organizational Units task.
  1. You can review the organization units hierarchy in the tree; click the Expand icon to open the levels.

Add an Organization Unit

  1. Select the organization unit where you want to add the new organizational unit.
  2. Click the Add New button and the form displays.

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  1. In the right panel, complete the following information:

Profile

Field Description
Organization Code Enter the organization's code.
Organization Name Enter the organization's name.
Hierarchy Trace

This field records the hierarchy of the organization.

For example: G|CUS|CSB|

G|CUS means that the organizational unit CUS (Customer Support) is part of (is the child of) the G (Global) organizational unit.
Hierarchy Pattern - Acad Click the More Actions icon to display the Set Highlight Patten dialog.
Organization Description Enter a short description.

Details

Field Description

Organization Head    

Select Employee Code of the organizational unit's leader or head. For example: if the organizational unit represents a department, then select the employee that is the Department Manager. This field validates on the Employees list.

Contact Code    

Select the main contact for the organizational unit. This field validates on the Contacts list.

Account Code  

Select the Account Code to which any financial information is recorded or rolled up for this organizational unit.

Condition Index    

This value represents the overall condition of the assets belonging to this organizational unit. See Condition Assessment.
Cost to Replace    

This value represents the aggregated cost to replace the buildings and/or assets in the organization. It is used in Assets or Condition Assessment workflows.
Comments Enter a short comment.

Source

Field Description

Business Unit    

 Map to a business unit.

Division Code  

 Map to a division code.
Department Code  

Map to a department code. Avoid assigning the same Department to multiple Organizational Units. The Organization Migration Wizard will only use one.
Source System ID  

The ERP or external system from which data has been imported.

Source Record ID is a field that, when using connectors to load enterprise data into Archibus, gets populated with the primary key of the record for a specific processing of the Archibus connectors using a particular source system. This field, along with the Source System ID, enables bi-directional updates and is useful for reconciling data between systems.
Source Table

The ERP or external system table name from which data has been imported or migrated from.

The source table is the source data table used for a particular import.
Source Record ID  

The unique identifier of the external record to which this organizational unit maps to.    

Source Record ID is a field used when loading enterprise data into Archibus via connectors. It is populated with the primary key of the record from the source system (e.g., Oracle, Maximo, SAP) during a specific processing of the Archibus connectors. This field, along with the Source System ID, enables bi-directional updates and aids in reconciling data between systems.
  1. Click the Save button.

Edit Organization Unit

  1. Select the organization unit you want to edit and the form displays.
  2. Complete the edits to the fields.
  3. Click the Save button.

Move an Organization Unit

You can drag an drop an organization unit to a different position in the hierarchy. When you see the green tick, then you can drop the organization unit into the new position.

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Delete an Organization Unit

  1. Select the organization unit you want to delete and the message "Are you sure you want to delete (organization unit name)?
  2. Click the Yes button and it is deleted.