Page 16 - Administering the System Participant Guide (SDL)

Demo 1.1 – Modify the Financial Organization Hierarchy
As part of a business reorganization, the existing Product Development
organization will be changed from an independent department to a subordinate
department of the Product Management organization. Log in to Unanet as the
Administrator, Ralph Durbin (rdurbin/welcome).

Demo Highlights

• Review the existing department structure via the “Financial Hierarchy
Organization Tree View” report.
• Modify the “Product Development” Organization settings.
• Refresh the “Financial Hierarchy Organization Tree View” report to confirm the
change.

Creating a New Organization
Once Organizations are set up, they are associated with other Unanet structures. For
example, an employee in MYCO belongs to a specific organization based on where
they work and what they do. When the organization is used in this context, it is referred
to as a Person Organization. Person Organizations are used to grant specific access
rights to employees or subcontractors, and to provide a method for grouping users for
reporting.

Just as employees fall within a specific node in the organizational tree, so do projects.
In fact, each project may have two organizations: one which is the internal grouping or
Owning Organization and one which is the external customer grouping or Project
Organization. The organization that "owns" a project is generally the organization that
assumes the costs and revenue of the project and holds the "Remit To" information for
billing purposes. Unanet calls this type of organization the Project Owning Organization.
MYCO's customers are also set up as Organizations in Unanet. When used in this way,
customers are referred to as Project Organizations (which are different from project
owning organizations).

Similarly, vendors are referred to as Vendor Organizations. A Vendor Organization may
be specific to an individual (which would include all employees needing direct expense
reimbursement or any subcontractor individual requiring direct payment) or it may
represent an external vendor company or subcontractor firm (in such cases where you
issue payment in bulk to a subcontractor company, and they then issue their own
payments to their individual employees).

Lesson 1: Managing Organizations ©2021 Unanet. All rights reserved.
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