Displaying/Editing Objects 

Use

You can allocate numerous characteristics to the organizational objects in an organizational plan. Select an object in the selection area or overview area so that you can display the characteristics of the object in the detail area and, if required, edit them.

Prerequisites

You are familiar with Validity. Select a key date and preview period.

It can be that the detail area is hidden. In order to display and edit object characteristics, you may need to redisplay the detail area using .

Procedure

Selecting and Displaying Objects

You can select objects either in the selection area or in the overview area:

You can only select an object from the selection area if you have already searched for one or more objects in the search area.

The object itself is displayed in the overview area. The following display types are possible:

 Organizational Unit

 Position

 Job

 Person

 User

Task, Standard Task, Workflow Template, and Task Group

You can display the exact evaluation path for the current display using .

To switch between displays, select the required object and choose . The system proposes the various display types available.

To move up a level within a displayed structure, choose .

The characteristics of the selected object are displayed in the detail area.

Scrolling

In the overview area you can scroll through the displays using and . If you have already made changes to data but have not yet saved them, you can use and to undo or recreate the last change.

In the detail area, you can use and or and to scroll through the periods that exist for an object.

Editing the Characteristics of an Object

In the detail area you can edit the characteristics of the object you selected.

  1. Select a tab page.
  2. Make the appropriate entries. For more information, see
  3. Editing Organizational Units

    Editing Positions

    Editing Jobs

    Editing Tasks

  4. Save your entries by choosing .

On tab pages containing characteristics there is a .