EA - IT Portfolio Management > Functional Administration > Preparing the Work Environment HOPEX IT Portfolio Management > 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 Management as functional administrator.
2. Click the navigation menu, then Environment > Org-Units.
3. In the edit area, click New.
The org-unit appears in the edit area. You can modify its name.
Properties of an org-unit
Internal org-unit/external entity
During creation, org-units are considered as elements internal to the company. To specify that an org-unit is not part of the company, in the Internal/External column, select the “External” value.
Org-Unit Type
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.).
Library (Owner)
*Libraries are collections of objects used to split HOPEX repository content into several independent parts. They allow creation of virtual partitions of the repository. In particular, two objects owned by different libraries can have the same name.
In the context of the HOPEX IT Portfolio Management solution, a library can hold all the elements of your project: processes and org-units, for example.
To view all properties of an org-unit:
*Select the org-unit and click Properties in the edit area.