Division form
Completing the Chart tab

Field

Description

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 system, click Display All.

Click a plus sign to expand any node. Divisions are presented at the second indented level (Administration in this example).

The chart includes a text description of the division, and the cost center and manager associated with the instance (if this information was entered in the Cost Center and Cost Manager fields on the Accounting tab).

By right-clicking on a node, you can use a pop-up panel to:

• Add nodes at the peer level (for example, select division and create a new one belonging to the same organization)
• Add children nodes (for example, select a division and create a new organization unit reporting to it.)
• Add operators to organizations, divisions, or organization units. See Method 4 in Operator ID form — Completing the New dialog for instructions on using this option.
• Open an organization, division, or organization unit form
• View a list of operators associated with each node.

For more information, see Using the Organization Chart.