Creating Task Folders in the Organizational Structure

Use

Task folders are used to arrange organizational levels into substructures in the task list template. You can store default values for task folders as subfolders in the generic maintenance of the organizational levels (see Creating Organizational Hierarchies ).

Procedure

In the configuration transaction of the Closing Cockpit , access the Change <Template Name> screen .

For the creation of task folders to be possible, the organizational structure of the relevant template must be displayed. In the desired task list or task list template, choose the relevant organizational structure.

  1. In the organizational structure of the task list template, select the organizational level for which you want to create a substructure of task folders.

  2. In the context menu, choose Create Subfolder .

  3. Select the desired hierarchy level in the Specify Hierarchy Level and Description dialog box. Depending on the closing hierarchy you selected, the following hierarchy levels are available:

    • Operating concern

    • Controlling area

    • Company code

    • Phase

      When Phase is the organizational type, you can use a roadmap in the Web application to select the tasks of the task list by phases. However, this selection can be chosen only if the phase is created at the top hierarchy node.

    • Folder

      When Folder is the organizational type, you can structure the tasks in your organizational structure any way you want.

      Note Note

      Folders and phases do not have values .

      End of the note.

  4. Enter an appropriate description and a person responsible for the task folder.

  5. You can specify a factory calendar and assign it to the task folder if desired.

    Note Note

    By default, the system copies the factory calendar that is assigned to the level of the task list template for each task folder. If you additionally assign a specific factory calendar to a task folder, the calendar of the task list template is not considered.

    End of the note.

Result

You have now organized the overall process in substructures of process steps at the organizational level and portrayed it in folder form in the task list template.