Unit 1: Creating an Organizational Structure 

An organizational plan consists of the organizational units that exist in the company. The organizational units are related one to the other in a hierarchical reporting structure. However, they can also be created independently of each other.

To create a new organizational plan, you create a root organizational unit. This is the highest unit within the organizational structure, such as the Executive Board. You then set up the organizational structure, starting at the root organizational unit and working downwards.

Procedure

Creating a Root Organizational Unit

  1. Choose Tools ® Business Workflow ® Development ® Definition Tools ® Organizational Management ® Organizational Plan ® Create.
  2. Confirm the validity period proposed in the dialog box Creating a Root Organizational Unit.

    3. This takes you to the Create Organization and Staffing (Workflow) screen. This user interface is divided into four screen areas:

  3. On the Basic Data tab in the details area, enter an abbreviation and a name in the Organizational unit input fields for your root organizational unit.

    4. Abbreviation: <ini _org >

    Name: < Organizational plan (ini)>

  4. Choose .

The root organizational unit you have just created is then selected in the overview area.

Creating further organizational units

Starting from the root organizational unit, you create subordinate organizational units. In this unit, you will create two further organizational units.

  1. Choose .

    2. A new organizational unit is now created below the root organizational unit.

  2. Open the details view of the new organizational unit by double-clicking the corresponding line in the display area.
  3. In the details area, enter an abbreviation and a description for the Organizational unit in the input fields.

    4. Abbreviation: <ini _org_sa >

    Name: <Sales ( ini )>

    When determining the validity period of objects and relationships, the system chooses the validity period of the superordinate object as standard.

    If you want to change the validity period for the organizational units to be created and their relationships, change the values in the corresponding input fields in the details area.

  4. Select your root organizational unit.
  5. Choose .

    6. A new organizational unit is now created below the root organizational unit.

  6. In the details area, enter an abbreviation and a description for the Organizational unit in the input fields.

    7. Abbreviation: <ini _org_rd >

    Name: <Research and development ( ini )>

  7. Choose .

You can also include existing organizational units in your organizational plan. To do so, drag them from the selection area to your organizational plan.

Reassigning organizational units

If changes are made to the organizational structure of your company, you can reassign the organizational units involved.

If you reassign organizational units, please note the following:
  1. Select the organizational unit that you want to reassign in the selection area.
  2. Drag it to the organizational unit under which it is to be assigned.

Delimiting organizational units

You delimit organizational units if you want to change their validity period, that is, bring forward the validity end date.

When you delimit objects (in this case, organizational units), all of the associated links are automatically delimited at the same time.
  1. Double-click the organizational unit to open the details view.
  2. Switch to display with periods. Choose .
  3. Change the entry in the Valid to field.

You can only change a period if you also change a different entry of the organizational unit at the same time. For example, change the description.