Assigning/Moving/Repositioning Objects 

Use

An organizational plan depicts the functional relationships in your enterprise. To depict such relationships (the hierarchy of organizational units or the staffing of positions by persons, for example), you assign objects to each other. Objects can be

The following can be target positions:

 Organizational Unit, Task, Standard Task, Workflow Template, Task Group

 Organizational Unit, Task, Standard Task, Workflow Template, Task Group

 Position, Task, Standard Task, Workflow Template, Task Group

 Position, Task, Standard Task, Workflow Template, Task Group

 Organizational Unit, Position, Job, Person, User, Task, Standard Task, Workflow Template, Task Group.

Prerequisites

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

 You can only assign standard tasks, workflow templates and task groups in the Organization and Staffing (Workflow) view.

Which objects you can assign/move/reposition depends on which display type is currently in the overview area. If necessary, check which assignments can be displayed in your particular case, using . If necessary, use to switch to a display type in which you can carry out the required assignment.

For more information on the display types, see Displaying/Editing Objects

Procedure

Assigning Objects

  1. Search for an object that already exists, but does not yet belong to the current structure. For more information, see Finding Objects.
  2. In the selection area, select the object that you want to assign to another object.
  3. Holding down the left mouse button, drag the object to the target position. The target position can be an object in a structural display or a field in the staff assignments (list) display.

    4. The system assigns the object.

  4. Save your entries by choosing .

Moving Objects

  1. In the overview area, select the object that you want to move.
  2. Hold down the left mouse button and drag the object to the object to which you want to assign it.

    3. The object has moved and is therefore newly-assigned.

  3. Save your entries by choosing .

Repositioning Objects

  1. In the overview area, select the object that you want to reposition.
  2. Choose or to reposition the object in a higher or lower position within the hierarchy level.

    3. The object has been repositioned. Therefore, the sequence of objects on a hierarchy level has changed.

  3. Save your entries by choosing .

Assigning/Moving Using a Pushbutton

As an alternative to assigning or moving with drag & drop, you can also use the pushbutton.

  1. In the overview area, select the object that you want to assign to another object.
  2. Choose .

    3. The Restrict allowed values dialog box appears.

  3. Search for the object that you want to assign, select it and then choose
  4. Save your entries by choosing .