Add OrgUnits Article

Add OrgUnits Article

    Tutorial Link
Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes.

In order for OrgUnits to be available for budgeting and for reporting on, they need to be added to the list of OrgUnits on the  Manage OrgUnits screen. 

OrgUnits are added on this screen.  Once the OrgUnits have been added please proceed to the Manage OrgUnits screen to complete their setup.


Using the Right and Left Pointing Arrows to Select/Deselect:

1. Choose the Available Companies to which you wish to add OrgUnits;



2. Then choose from the list of Available OrgUnits and use the Right Pointing Arrows to Select the OrgUnits you wish to add.

3. The click "Save".


In the above example, all Available OrgUnits were added to the Selected Company.

OrgUnits can only be added on this screen.  To delete OrgUnits go to Manage OrgUnits.

    • Related Articles

    • Add OrgUnits, Manage OrgUnits Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...
    • Add OrgUnits Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...
    • Manage OrgUnits Article

         Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. They are managed in the Manage OrgUnits tab. ​ Once OrgUnits has ...
    • Allocations By OrgUnits - Fixed Article

      The Allocations module provides different methodologies to both calculate the amount to be allocated and how it is allocated. The amount is allocated to designated Budget Account/s (the "Destination Account/s"). To designate a Budget Account as a ...
    • Allocations By OrgUnits - Variable Article

      The Allocations module provides different methodologies to both calculate the amount to be allocated and how it is allocated. The allocation amount is allocated to designated Budget Account/s (the "Destination Account/s").  To designate a Budget ...