Create and Manage a Project Unit

To create a project unit, either enable an existing organization as a project unit or create a new organization as a project unit in Oracle Human Capital Management.

After an organization is defined as a project unit, the project unit appears in searches on the Manage Project Units page.

Note:

You must set up at least one project unit for your organization.

Creating Project Units

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Unit Organizations task.

2. Click the Manage Project Unit Organizations link.

3. On the Manage Project Unit Organizations page, click the Create icon.

4. Enable Create new and enter code and name for the project unit.

   Note:

   You can select an existing organization to define as a project unit. Enable Select an existing organization to define as a project unit and search for an existing organization. Select the organization and enter a code.

5. Click Save and Close.

6. Click Done.

Manage Project Unit Options

Use the Manage Project Unit Options task to set up the general and reporting options for your project unit.

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Unit Options task.

2. Click the Manage Project Unit Options link.

3. Click the project unit you want to edit.

4. On the Manage Project Units: General Properties page, in the Default Set section, select the default reference data set that you want to use for the reference data objects within the project unit.

5. In the Project Numbering section, select the project numbering method and type.

6. Click Next.

7. On the Manage Project Units: Related Business Units page, associate the business units with the project unit. Select the business units that are accountable for financial transactions of projects in each project unit.

8. Click Next.

9. On the Manage Project Units: Reporting Setup page, complete the reporting options as appropriate.

10. Click Save and Close.

11. Click Done.

Managing Project Unit Set Assignments

Determine how reference data is shared or partitioned across the different lines of business in your company.

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Unit Set Assignments task.

2. Click the Manage Project Unit Set Assignments link.

3. On the Manage Project Unit: Set Assignments page, change the assignment for each object as required.

4. Click Save and Close.

5. Click Done.