Overview of Organization Structures for Project Financial Management

In the Define Organization Structures for Project Financial Management activity, you configure business units for controlling transactions and workforce structures for managing the enterprise.

For business units, you perform setup steps such as creating and managing business units, generating data roles, provisioning users with data roles, and assigning reference data to business units. For workforce structures, you perform setup steps such as creating and managing organizations, assigning workers to organizations, creating and managing hierarchies for the departments, and creating jobs.

This table lists the tasks and task lists that the setup tasks in the Define Organization Structures for Project Financial Management activity are grouped into.

Task or Task List	Description
Define Business Units for Project Financial Management	Access your business units, and specify units and attributes relevant to Project Financial Management applications. Create and maintain information on units of an enterprise to allow for flexible implementation, to provide a consistent entity for controlling and reporting on transactions, and to be an anchor for the sharing of sets of reference data across applications.
Manage Business Unit	Create and maintain information on units of an enterprise to allow for flexible implementation, to provide a consistent entity for controlling and reporting on transactions, and to be an anchor for the sharing of reference data sets across applications.
Verify Data Role Generation for Business Unit	Generate data roles or verify the data roles if already generated.
Provision Roles to Implementation Users for Business Unit	Provision implementation users with job or data roles, such as Application Implementation Consultant, IT Security Manager, or Application Administrator for a product family.
Assign Business Unit Business Function	Assign business functions to be performed by a business unit, such as customer invoicing and order capture.
Verify Data Role Generation for Business Unit Business Function	Generate data roles or verify the data roles if already generated.
Provision Roles to Implementation Users for Business Unit Business Function	Provision implementation users with job or data roles, such as Application Implementation Consultant, IT Security Manager, or Application Administrator for a product family.
Manage Business Unit Set Assignment	Assign reference data, which represents business rules and policies, to business units.
Define Workforce Structures for Project Financial Management	Configure structures to represent the management and operating requirements of the enterprise. Define the structures to support and represent workers using jobs, positions, and grades.
Manage Divisions	Create and manage the organizations that represent lines of business in the enterprise.
Manage Departments	Create and manage the organizations to which workers can be assigned.
Manage Department Trees	Create and manage hierarchies for departments to view the internal structures of the workforce.
Manage Job	Create and manage jobs.
Manage Organization Trees	Create and manage hierarchies of organizations to view the structures of the enterprise.