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Root Org Unit

Creating an Organizational Plan
Use
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 plan (for example, the Executive Board). You then set up the organizational
plan, starting at the root organizational unit and working downwards.
Procedure
Creating Root Organizational Units

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

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

1. Choose . 1. To do so. and select your root organizational unit. enter an abbreviation and a description for the Organizational unit in the input fields. A new organizational unit is now created below the root organizational unit. 1.  Abbreviation: <ini> _org  Description: < Organizational plan ( ini )> 2. the system chooses the validity period of the superordinate object as standard. Choose . Choose . Creating further organizational units Starting from the root organizational unit. If you want to change the validity period for the organizational units to be created and their relationships. drag them from the selection area to your organizational plan. Select your root organizational unit. you will create two further organizational units. change the values in the corresponding input fields in the details area. you can reassign the organizational units involved. On the Basic Data tab in the details area. In the details area. Choose > Organizational Structure.  Abbreviation: < ini _org_fe>  Description: < Research and development ( ini )> 2. Note If you reassign organizational units. In the details area. 2.1.  Abbreviation: < ini _org_vk>  Name:< Sales ( ini )> Note When determining the validity period of objects and relationships. Choose . enter an abbreviation and a name in the Organizational unit input fields for your root organizational unit. enter an abbreviation and a description for the Organizational unit in the input fields. The root organizational unit you have just created is then selected in the overview area. A new organizational unit is now created below the root organizational unit. note the following:  If you change the assignment of an organizational unit. you also change the associated relationship records. Note You can also include existing organizational units in your organizational plan. 1. In this unit. . 2. Reassigning organizational units If changes are made to the organizational plan of your company. you create subordinate organizational units.

. the root object has the abbreviation ini _org. 2. change the description. 3. Choose . Change the entry in the Valid to field.  Root objects cannot be reassigned. that is. 1. organizational units). Select the organizational unit that you want to reassign in the selection area. For example. If the validity period of the new relationship overlaps with the validity period of the original relationship. 2. Delimiting organizational units You delimit organizational units if you want to change their validity period. Note You can only change a period if you also change a different entry of the organizational unit at the same time. Caution When you delimit objects (in this case. Drag it to the organizational unit under which it is to be assigned. Switch to display with periods. 1. In your example. all of the associated links are automatically delimited at the same time. bring forward the validity end date. Double-click the organizational unit to open the details view. the system delimits the validity period of the original relationship accordingly.