Adding Organizational Units

To add an organization:

1. In System Settings, select Organizational Units.
2. Click Actions, and then Add.
3. On the Properties tab, enter:

   • Name

     Administrators can change the name, and it need not be unique.

   • Organizational Unit ID

     A unique ID used to identify the transaction for Oracle Hyperion Enterprise Performance Management System Lifecycle Management purposes. Organizational Unit ID cannot be changed after an organizational unit is set.

   • Optional: Description

   • Time Zone

     Determines which time zone applies to the organizational unit. Selection of a time zone is optional. If a time zone is not selected, the task time zone will revert to the user’s time zone. See Supported Time Zones in Organization Units.

   • Holiday Rule

     Determines which list of holidays applies to the organizational unit. Selection of a Holiday Rule is optional. See Managing Holiday Rules for Close Manager.

   • Parent Organizational Unit

     Enables Administrators to change the hierarchy.

   • Work Days

     Determines which days of the week are work days.

4. The Access tab enables Administrators to assign viewer and commentator access in a centralized location, rather than having to assign it to each task. The username and user id are displayed to help you select the right user.

   To select a user:

   1. Select Actions, and then Add.
   2. In Select Viewers, enter the First Name and Last Name, or click Select Users..
   3. In Search Results, select the Users, Groups, or Teams and add them to the Available column.