Creating and Sharing the Organizational Unit Tree

This topic discusses how to create the tree structure and define and share the tree.

Page Name

Definition Name

Usage

Structure - Tree Structure Properties

PSTREESTRCTDEFN

Specify the tree type, key fields, and navigation options.

Nodes - Tree Nodes

PSTREESTRCTNODE

Specify the page and record used to enter and store information about tree nodes.

Details - Tree Details

PSTREESTRCTDETL

For detail trees, specify the page and record used to enter and store detail information.

This page is not used for node-only trees.

Tree Definition and Properties

PSTREEDEFN

Specify general attributes for a tree.

Enter Root Node for Tree

PSTREEROOTLEVELS

Define the root node.

TableSet Control - Tree

SET_CNTRL_TABLE2

Associate specific trees with a set control value.

Tree Manager

PSTREEMGR

View or modify existing trees.

Follow these steps to create a new organizational tree:

  1. Create the tree structure.

    The tree can be either a detail-value (summer) tree or a node-oriented (winter) tree. If the tree contains details, enter the organization unit field name as the Details field name. If the tree contains only nodes, enter the organization unit field name as the Nodes field name.

    You can select SetID Indirection as an additional key field to use the SetID to share the organizational unit tree definition across business units.

  2. Define the tree.

  3. Specify the root node.

  4. Insert the tree nodes that define the hierarchy of the tree.

  5. Attach detail values as leaves on the nodes for a detail-value (summer) tree.

  6. Share the tree across business units.

    This step is necessary only if you use an organizational unit tree that is keyed by SetID.

    Associate the organizational unit tree with the business units that require access to the tree for PeopleSoft Resource Management.

    To share the tree across business units, access the TableSet Control component (SET_CNTRL_TABLE1) and select a business unit value that uses the organizational unit tree. Access the TableSet Control - Tree page and enter the organizational unit tree name and tree SetID in the Tree Controls grid.

    You do not need to attach the tree to the SetID set control values for the organization—only to the business units that are affected by PeopleSoft Resource Management.

    Note: On the TableSet Control - Tree page, enter the SetID before you look up the tree name. If you do not enter the SetID first, only trees that are not keyed by a SetID appear.