Adding Organizational Units

To add an organization:

  1. On the Home page, click Application, then Task Manager.
  2. Click the Organizations tab on the left Organizations tab, and then select Organizational Units.
  3. Click Add Sibling Add Sibling icon.
  4. On the Properties tab, enter the following information:
    • Name --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. Organizational Unit ID cannot be changed after an organizational unit is set.
    • Optional:Parent Organization --Enables Administrators to change the hierarchy.
    • Optional: Description
    • Time Zone --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..
    • Optional: Holiday Rule --Determines which list of holidays applies to the organizational unit.
    • Work Days --Determines which days of the week are work days.
  5. Optional: Select the Access tab to enable 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 icon.
    2. On the Select Viewers tab, enter the First Name and Last Name, and then click Search to locate the required user.
    3. Under Search Results, select the users and click Add to add them to the list of available users.
    4. Click OK.
  6. When you are finished, click OK.