Assigning/Moving/Repositioning Organizational Units
Use
To make changes to your company’s organizational structure, you can
- assign an organizational unit that already exists to an organizational structure which it is not already assigned to
- move an organizational unit, that is, end its assignment within the organizational structure and reassign it within the organizational structure
- reposition an organizational unit within a hierarchy level
You can also assign a task to an organizational unit. For more information, see
Assigning Tasks.
Prerequisites
You have already created an organizational structure, there are further organizational units, which are not yet assigned to this organizational structure.
You are familiar with
Validity. Select a key date and preview period.Select an organizational unit (the root organizational unit, for example) from the organizational structure which you want to restructure. For more information, see
Finding Objects and
Displaying Objects. The organizational structure is displayed in the overview area.
Procedure
Assigning Organizational Units
Find an organizational unit, which already exists but which is not yet assigned to this organizational structure. For more information, see
Finding Objects.
The organizational unit is displayed in the selection area.
Select this organizational unit in the selection area.
Holding down the left mouse button, drag the organizational unit to the organizational unit, which you want to assign it to in the overview area.
The organizational unit is assigned to the superior organizational unit. To see the validity of the assignment, see
Activating/Deactivating Query Time Period.
- Save your entries by choosing .
Moving Organizational Units
In the overview area, select the organizational unit which you want to move.
You can also select this organizational unit in the selection area, if it is listed.
Holding down the left mouse button, drag the organizational unit to the organizational unit, which you want to assign it to in the overview area.
The organizational unit is assigned to the superior organizational unit. To see the validity of the assignment, see
Activating/Deactivating Query Time Period.
- Save your entries by choosing .
Repositioning Organizational Units
In the overview area, select the organizational unit which you want to reposition.
Choose , if you want to move the organizational unit up within the hierarchy level. Choose , if you want to move the organizational unit down within the hierarchy level.
The organizational unit is repositioned. As only the sequence of organizational units within the hierarchy level has changed, the date of the assignment remains the same.
- Save your entries by choosing .
Result
You have restructured your organizational structure.
For information on how to restrict the validity of an assignment, see
Terminating/Deleting Organizational Units or Assignments.