Adding Organizational Units

To add an organization:

1. On the Home page, click Application, and then click Task Manager.
2. Click the Organizations tab on the left and then select Organizational Units.
3. Click Add Sibling.
4. On the Properties tab, enter:

   • Name: You can enter a maximum of 255 characters.

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

   • 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.

   • Optional: Parent Organization: Enables Administrators to change the hierarchy.

   • Description: You can enter a maximum of 255 characters.

   • 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.

   • Holiday Rule: Determines which list of holidays applies to the organizational unit. Selection of a Holiday Rule is optional.

   • Work Days: Determines which days of the week are work days.

5. 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:

   1. Click Add.
   2. In Select Viewers, enter the First Name and Last Name, or click Search Users, then select Users or Groups.
   3. In Search Results, select the users and click Add or Add All to move them to the Selected list.