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 creation wizard opens.
4. Indicate the name of the org-unit and possibly its owner.
5. Click OK.
The org-unit appears in the edit area.
See also: Enterprises and libraries.
Specifying org-unit properties
To specify the properties of an org-unit:
1. Select the org-unit and click Properties in the edit window.
2. Click the Characteristics page.
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, you must modify the org-unit properties and enter the "External" status.
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.).