Manage Resource Organization Hierarchies for Service BUs

After you define internal resource organizations to be associated with business units (BUs), you must add them to the internal resource organization hierarchy. A resource organization hierarchy is a hierarchically structured representation of the way resources are grouped within a resource organization.

To add internal resource organizations to the resource organization hierarchy:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Service

    • Functional Area: Users and Security

    • Task: Manage Resource Organization Hierarchies

  2. In the Manage Resource Organization Hierarchies page, search for the resource organization that you created in the "Manage Internal Resource Organizations for Service BUs" procedure.

  3. Click the link for the resource organization that you want to edit.

  4. Select Edit This Hierarchy Version from the Actions menu.

  5. Expand the organization list in the Internal Resource Organization Hierarchy region.

  6. Select the organization that you created in the "Manage Internal Resource Organizations for Service BUs" procedure, to add it to the organization hierarchy.

  7. Click Add.

  8. In the Add Tree Node window, click Search.

  9. In the Search Node window, search for the organization that you created in the Manage Internal Resource Organizations task.

  10. Click OK to add the organization.

    To add more organizations, select the parent node to add a child node. Repeat the steps to search and add as many times as needed.

  11. Click Save and Close.

  12. Click Yes on the warning message, which states that the hierarchy version is to be updated and the corresponding reporting hierarchy regenerated.