HOPEX IT Portfolio Management > Functional Administration > Preparing the Work Environment > Defining Enterprise Org-Units
Defining Enterprise Org-Units
HOPEX IT Portfolio Management is used to describe the org-units of your enterprise.
*An org-unit represents a person or a group of persons that intervenes in the enterprise business processes or information system. An org-unit can be internal or external to the enterprise. An internal org-unit is an organizational element of enterprise structure such as a management, department, or job function. It is defined at a level depending on the degree of detail to be provided on the organization (see org-unit type). Example: financial management, sales management, marketing department, account manager. An external org-unit is an external entity that exchanges flows with the enterprise. Example: customer, supplier, government office.
Creating an org-unit
To create an org-unit:
1. Connect to HOPEX IT Portfolio Managementas functional administrator.
2. Click the navigation menu, then Environment.
3. In the navigation pane, select Standard Navigation.
4. In the edit window, click Standard Navigation.
The list of libraries and associated objects appears in the edit area.
5. Right-click the library that will hold the org-unit and select New > Building Block.
A selection dialog box appears.
6. Select the "Org-Unit" MetaClass and click OK.
The org-unit creation wizard opens.
7. Indicate the name of the org-unit and click OK.
The org-unit appears in the edit area, in the specified library.
 
Specifying org-unit properties
To specify the properties of an org-unit:
1. Connect to HOPEX IT Portfolio Managementas functional administrator.
2. Click the navigation menu, then Environment.
3. In the navigation pane, select Standard Navigation.
4. In the edit window, click Standard Navigation.
The list of libraries and associated objects appears in the edit area.
5. Select the org-unit concerned and click Properties in the edit window.
6. In the Characteristics page, in the Org-Unit Type field, select the org-unit.
There are several types of org-units:
• An "Accountable" org-unit (for example, Sales Manager).
• A "Generic" org-unit corresponds to a role to be played during a project (for example, Writer, Requester).
• A "Structure" org-unit (for example, Sales Management).
• A "Function" org-unit (for example, Sales Engineer).
*You can also specify its details (company name, e-mail address, telephone number, etc.).