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Procedure documentationAssigning/Moving/Repositioning Organizational Units

 

To be able to display changes to the organizational model of your company, you can take an existing organizational unit and

  • assign it to a new organizational model, if it doesn't belong to it already

  • move it, this means ending the current assignment in the organizational model and carrying out a new assignment in the organizational model

  • reposition it, this means reposition it within a hierarchy level

Prerequisites

You have already created an organizational model and there may already be other organizational units that do not belong to this organizational model.

You have familiarized yourself with the validity. Choose the required key date and preview period.

Choose an organizational model, for example, the root organizational unit of the organizational model which you would like to restructure

Procedure

Assigning Organizational Units
  1. Search for an organizational unit that already exists but doesn't yet belong to this organizational model.

  2. Select one of the organizational units from this area.

  3. Assign an organizational unit to a higher level organization unit and check the validity of the assignment.

  4. Save with

Moving Organizational Units
  1. Select the organizational unit in the overview area that you want to move.

    You can also select this organizational unit in the selection area if it is listed there.

  2. Move an organizational unit over to one in that it is to be assigned to, in future.

    The organizational unit is assigned to the higher-level organizational unit. You can check the validity of the assignment.

  3. Save with

Repositioning Organizational Units
  1. Select the organizational unit in the overview area that you want to reposition.

  2. Choose the Up or Down arrow to position the organizational unit higher up in the hierarchy level. Choose , if you want to position the organizational unit lower down in the hierarchy level.

    The organizational unit is repositioned. As you have merely moved the sequence in a hierarchy level, the date of your assignment remains the same.

  3. Save with

Result

You have restructured your organizational model.