Creating an Organization

You can create an Organization within your Organization Model.

Prerequisites

See Creating an Organization Model

Note:

If you want to create an organization that is likely to be replicated elsewhere - for example a Branch which consists of a similar structure in a number of geographical locations - then you might want to consider creating a Dynamic Organization. See Dynamic Organizations.

Procedure

  1. Activate the Organization Model Editor for your Organization Model.
  2. Select the Organization tool in the Organization Model Editor palette, and click on the empty part of the Organization Model editor. This places an Organization in the Model.
    Note: You can alternatively expand the Organization Model in the Project Explorer. Right-click Organizations and select Add Child > Organization. A new Organization is created.
    Note: If you want to use a template of a typical public company as a starting point for your own organization, right-click Organizations and select Add Child > Public Company. This provides you with a number of sample department types which you can edit and add to your company (Department, Business Unit, Team) and Positions already defined for Manager and Member which you can also edit.
  3. At this point the Label field of the Organization is automatically selected. Enter the label you require. The Name field is automatically filled with the same text as the Label, but without any internal spaces. For example, if you put Head Office in the Label field, the Name will be HeadOffice.
  4. If the Properties View is not already displayed, right-click the organization you just created and select Show Properties View. The Properties View is displayed.
  5. In the Purpose field on the General tab, and on the Description tab, you can enter some text to describe the purpose of the Organization and/or any supporting explanations, depending on your requirements.

    Next to the Type field, click to display the Select Type dialog. This enables you to change the type for the Organization, depending on your requirements.

    Next to the Location field, click to display the Select Type dialog. This enables you to specify a Location for the Organization, depending on your requirements.

  6. If you have assigned a Type to the Organization, the Attribute Values tab is displayed. Any attributes that are defined for this type of Organization are displayed here. Click the Value field next to each defined attribute to display a list of available values for that attribute.
    Note: The Attribute Values tab is available only if you have previously applied a Type .

What to do next

When you have created an organization, you can model it to contain a structure using Organization Units and Dynamic Organization Units which can be connected using Hierarchy links.
Note: Association links are not supported in the runtime model. If you create an association a warning is displayed.
Related tasks