Displaying/Changing 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:

In the overview area, select an object by double-clicking on it.

Note

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
- Organizational structure: structural display showing the assignment of an organizational unit to other organizational units.
- Task assignment: structural display showing the assignment of an organizational unit to tasks and activity groups.
- Report hierarchy: structural display showing the assignment of an organizational unit to a chief position and its holder (person or user).
- Staff assignments (list): list display showing the assignment of an organizational unit to the subordinate positions and their holders.
- Staff assignments (structure): structural display showing an organizational structure and the assignment of each organizational unit to the subordinate positions and their holders.
Position
- Task assignment: structural display showing the assignment of positions to tasks and activity groups.
- Report hierarchy: structural display showing the higher- and lower-level assignments of positions.
- Organizational assignment: structural display showing the assignment of a position to higher-level organizational units.
Job
- Task assignment: structural display showing the assignment of positions to tasks and activity groups.
- Job usage: structural display showing the assignment of a job to positions.
Person
- Organizational assignment: structural display showing the assignment of a person over positions to higher-level organizational units.
- Task assignment: structural display showing the assignment of persons to tasks and activity groups.
- Report hierarchy: structural display showing the higher- and lower-level assignments of positions and their holders.
User
- Organizational assignment: structural display showing the assignment of a user over positions to higher-level organizational units.
- Task assignment: structural display showing the assignment of users to tasks and activity groups.
Task, Standard Task, Workflow Template, and Task Group
- Task hierarchy: structural display showing the assignment of a task to other tasks and activity groups.
- Agent: structural display showing the assignment of a task to other organizational objects.
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 .
In the overview area, double-click on an object that is displayed in a structure or list.

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.

Select a tab page.
Make the appropriate entries. For more information, see
Save your entries by choosing .

On tab pages containing characteristics there is a .