Copying an Organizational Structure

  1. On the Compensation Management screen, choose Start of the navigation path Budgeting Next navigation step Structure Next navigation step Create End of the navigation path

  2. The Create Budget Structure: Initial Screen appears

  3. Choose

  4. On the Generate Budget Structure screen, enter the name of the organizational unit that you want to copy.

  5. Select a budget type and a budget period for the budget structure that you want to create.

  6. Enter data as required in the Options section

  7. Set the Use organizational unit's relationship period indicator if you want the system to take relationship period between the root organizational unit and the subordinate organizational unit into consideration.

    Do not set this indicator if you want the system to use the period in which both the organizational unit and the corresponding budget unit exist.

Example Example

End of the example.

Object

Validity Period

Org. unit O1

01.01.1998 - 01.10.1998

Org. unit O2

01.03.1998 - 01.11.1998

Relationship O1 - O2

01.05.1998 - 01.07.1998

Budget unit BU1

01.01.1998 - 31.12.1998

Budget unit BU2

01.01.1998 - 31.12.1998

Relationship BU1 - BU2

01.01.1998 - 31.12.1998

If the indicator is set, the relationships between the budget units and the organizational units will have the following validity periods:

Relationship

Validity Period

BU1 - O1

01.02.1998 - 01.10.1998

BU2 - O2

01.05.1998 - 01.07.1998

If the indicator is not set, the relationships between the budget units and the organizational units will have the following validity periods:

Relationship

Validity Period

BU1 - O1

01.02.1998 - 01.10.1998

BU2 - O2

01.03.1998 - 01.11.1998

  1. Choose

Result

The system copies the organizational structure and creates the corresponding budget structure. The system automatically assigns the organizational units to the corresponding budget units. The system gives the budget units the same name as the organizational units that they finance.