Editing Existing Values

You can change the name, charge back code, and status of any of the existing values. You can modify the status of any of the five levels of your organization hierarchy to:

Valid: Users can use this level when adding or editing resources, ideas, proposals, or projects.
Invalid: Users cannot use this level.
Archived: Users can use this level when editing or filtering existing resources, ideas, proposals or projects. The historic value is preserved but it cannot be used when creating new projects.

Changing the status on one level of the hierarchy can indirectly affect the other four levels. For example, if you mark BU1 as Archived and Europe is Invalid then the overall relationship status for:

Division1 ® BU2 ® Asia ® China ® Shanghai is Valid.
Division1 ® BU1^{^}® Asia ® China ® Shanghai is Archived.
Division1 ® BU1^{^}® Europe ^x® England ® London is Invalid.

In read-only pages, the archived hierarchies are suffixed with ^{^} and invalid hierarchies are marked with an^x. When creating new projects only valid hierarchies are displayed in the drop-down option. When editing existing projects, the current hierarchy is displayed and only valid hierarchies are displayed in the drop-down option. Archived hierarchies do not cause any validation errors.

To edit the existing values for each level of your organization hierarchy:

Select the Application Configuration tab.
Select the appropriate level from the Organizational Hierarchy section, for example Division, Business Unit, Business Subunit, Location, or Regions. The names of these levels may vary depending on your configuration.
Click the Create a New Division button. The name of this button varies based on the level you selected in the previous step.
Locate the value you want to edit and click the [Edit] link.
Modify the name, charge back code, or status.
Click the Update button.

Editing Existing Values

See Also