- Administrator's Guide
- Setting Up Close Manager
- Managing System Settings in Close Manager
- Managing Organizational Units for Close Manager
- Adding Organizational Units
Adding Organizational Units
To add an organization:
- In System Settings, select Organizational Units.
- Click Actions, and then Add.
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On the Properties tab, enter:
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Name
Administrators can change the name, and it need not be unique.
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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.
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Optional: Description
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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.
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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.
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Parent Organizational Unit
Enables Administrators to change the hierarchy.
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Work Days
Determines which days of the week are work days.
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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:
- Select Actions, and then Add.
- In Select Viewers, enter the First Name and Last Name, or click Select Users..
- In Search Results, select the Users, Groups, or Teams and add them to the Available column.