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Requirements for Org Unit Hierarchy Data

Format Examples


The most common formats provided are:

  • Simple
  • Flat
  • Piped

Each row of data represents a single cost center in the financial hierarchy. Above each row is the parent cost center. The cost center at the top of the hierarchy sits in the top row. We can accept an unlimited number of nodes (levels).

Below are some samples of how Org Unit Hierarchy information can be arranged.

Example 1 - Simple Schema Requirements

Column Name

Description

Data Type

Max Length

Required

Org Unit Cost Center

The Cost center number e.g. 1470

Text

20

Yes

Org Unit Name

The Org Unit name e.g. Commercial Bank

Text

100

Yes

Parent's Cost Center

The Cost center number of the top most node of the hierarchy

Text

20

Yes

This simple schema could be arranged in the following way:

worddavae8f0db38db69230b1515b1a35a37d78.png

Example 2 - Flat Schema

Column Name

Description

Data Type

Max Length

Required

Cost Center

The Cost center number (e.g. '1470')

Text

20

Yes

Org Unit Name

The Org Unit name (e.g. 'Commercial Bank' )

Text

100

Yes

Level 1 Org Unit Name

The Org Unit Name of the top most node of the hierarchy

Text

100

Yes

Level Two Org Unit Name

The Org Unit Name of the second top most node of the hierarchy

Text

100

Yes

Node n Org Unit Name

 -

Text

100

Yes

This flat schema could be arranged in the following way:

worddavac803e5c60b99c13b4706a5e963eac0e.png

Example 3 – Piped Schema

The "piped" format is a common format extracted from financial systems. An example of a typical piped format is provided below. 

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General Information


Description – Your company's list of org units, cost centers or departments and the associated hierarchy. The org unit hierarchy is used for general navigation, reporting, and coloring the space, and stacking plans to visualize your portfolio at different levels of your organization.

Serraview, as a workplace management system, allows you to manage every business unit's allocated space. In order to link a space to a business unit, the Client's organizational hierarchy (known in Serraview as the organizational unit hierarchy or org unit structure) is loaded into Serraview. Also, this information allows Serraview to allocate space to cost centers for the purpose of Chargeback.

Common Data Sources - This is usually an extract from a Finance or HR system such as SAP (Report Trans KSH3), Hyperion, Oracle Financials, PeopleSoft, or Workday.

We also support receiving Org Unit information in other text-based formats, the important thing is that we need to be able to identify the cost center, cost center name, and the parent of each cost center.

Recommended Refresh Frequency – The org unit hierarchy data can be updated monthly or in sync with when your Finance or HR team publishes updates.

Custom Fields – Custom fields are not supported for organizational unit hierarchy.

File Updates – Data files can be used to update existing data or add new org units. All file updates must be full files, no deltas.

Any existing org units that are missing in the new import file and without an existing reference to a Serraview org unit are automatically deleted.

Any existing org units that are missing in the new import file and have an existing reference to a Serraview org unit, are flagged as an orphan org unit. Serraview's Configuration module lets you locate and resolve orphan org units so the old org units can then be deleted.

For more information on how to manage orphan org units, refer to the Update Orphan Org Units.

Org Unit Import


The Org Unit Import requires the following:

  • Each row must represent a single org unit.
  • The org unit hierarchy can have an unlimited number of levels (nodes).
  • All org units must occur within a single hierarchy. Multiple hierarchies are not supported.

Identify an Org Unit

The Org Unit Import uses the following columns to identify an org unit and you must include either both or one of the columns in the import.

  • Org Unit Number
  • Org Unit Name

Data Dictionary


The table below lists the columns and the required columns and values are shown in blue text.

Column Name

Description

Data Type

Max Length

Column Required

Value Required

Unique in this file

Org Unit Number

The number of the org unit or cost center e.g. 01-1470

Text

20

Yes

Yes

Yes

Org Unit Name

The org unit or cost center description e.g. Commercial Banking.

Text

100

Yes

Yes

Yes

Org Unit Short Name

Abbreviated org unit name used in reports. A unique name is recommended.

Text

100

No

No

No

Parent

(Org Unit Number or Parent Org Unit Name) The org unit number or name this org unit directly rolls up to. Must match an Org Unit Number or Name in the file or one already loaded.

Text

20

Yes

Yes

No

Node 1

The Cost Center number of the top most node of the hierarchy

Text

20

Yes

No

 No

Node 1 Description

The Cost Center description of the top most node of the hierarchy

Text

100

Yes

No

No 

Node 2

The Cost Center number of the second top most node of the hierarchy

Text

20

Yes

No

No

Node 2 Description

The Cost Center number of the second top most node of the hierarchy

Text

100

Yes

No

No

Node n

 

Text

20

Yes

No

No

Node n Description

 

Text

100

Yes

No

No