Organization Unit form - Chart tab
You can interact with the organization chart presented on this tab to maintain divisions, maintain organization units, and add operators.
The chart is also available on the Division and Organization rule forms, and on the Organizational Chart tab on the Organization landing page. To access the tab, select .
The diagram presents the current structure as a three-level tree:
organization, division, and organization units in your current organization (as
displayed in your operator profile). To display all the organizations in your
Click a plus sign to expand any node. Organization units are presented at the second indented level (Development, Finance, and so on in this example). Organization units can have child nodes (QA and Research in this example), which represent reporting relationships (and are not used in rule processing). These units indent further at each reporting level.
By right-clicking a node, you can use a pop-up panel to:
The chart includes a text description of the unit, and the cost center and manager associated with the instance (if this information was entered in the Number and Manager fields on the Accounting tab).
As you make your modifications, use the Refresh button to update the display.
To add an organization unit using the chart:
You can also select a division node and then select Add Child.