Run Processes to Complete Resource and Resource Hierarchy Creation

After you import sales users, you must run four processes to complete the resource and resource hierarchy creation:

• Send Pending LDAP Requests

• Update Person Search Keywords

• Reporting Hierarchy Generation

• Synchronize User GUID

Here's how to run the processes:

1. Navigate to Navigator > Tools > Scheduled Processes.

2. Click Schedule New Process.

3. In the Schedule New Process window, Name field, click Search: Name, the down arrow.

4. At the bottom and click Search.

5. In the Search and Select: Name window, enter the name of the process and click Search.

6. Select the process name in the search results and click OK. The Schedule New Process window now displays the name of your process.

7. In the Schedule New Process window, click OK.

8. In the Process Details window, you must enter parameters only for the Reporting Hierarchy Generation process. The other processes don't require parameters. Here's what to enter for Reporting Hierarchy Generation:

   1. In Tree Structure Code, select RESOURCE_ORG_TREE_STRUCTURE.

   2. In Tree Code, select GLOBAL_SALES_MARKETING.

   3. In Tree Version ID, select the ACTIVE version (the only one displayed).

9. Click Submit.