- Administering Financial Consolidation and Close
- Setting Up Task Manager
- Managing Task Manager System Settings
- Managing Task Manager Organizational Units
- Adding Organizational Units
Adding Organizational Units
To add an organization:
- On the Home page, click Application, and then click Task Manager.
- Click the Organizations tab on the left and then select Organizational Units.
- Click Add Sibling.
- On the Properties tab, enter:
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Name: You can enter a maximum of 255 characters.
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 Migration purposes.
The Organizational Unit ID can't be changed after an organizational unit is set. You can enter a maximum of 255 characters.
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Optional: Parent Organization: Enables Administrators to change the hierarchy.
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Description: You can enter a maximum of 255 characters.
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Timezone: 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.
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Holiday Rule: Determines which list of holidays applies to the organizational unit. Selection of a Holiday Rule is optional.
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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.
To select a user:
- Click Add.
- In Select Viewers, enter the First Name and Last Name, or click Search Users, then select Users or Groups or Teams.
- In Search Results, select the users and click Add or Add All to move them to the Selected list.