Financial Administration › Entities › Create and Edit Entities

Create and Edit Entities

If you are setting up CA Clarity PPM for the first time, you must first create the entity and establish the OBS location and OBS department associations.

Create Entities

To create an entity

1. Open the Administration Tool, and select Setup from the Finance menu.

   The Financial Organizational Structure page appears.

2. Click Entities.

   The Entities page appears.

3. Click New.

   The New Entity page appears.

4. In the General section, enter the following required fields:

   Entity

   Defines the entity name. This field cannot be updated after the entity is created.

   Description

   Defines the detailed description of the entity.

   Short Description

   Defines the brief description of the entity.

   Fiscal Time Period Type

   Select the default time period type for this entity, such as monthly or quarterly. This default determines the department invoice cycle. If you change the fiscal time period type, any transactions processed after this change will use the time periods for the selected type. For example if you change from monthly to quarterly, the department invoice cycle will use the active quarterly time periods to determine which invoice to post the transaction to.

   Home Currency

   Specifies the home currency for the entity. This field cannot be updated after the entity is created. You can only select currencies if the currency option was enabled as CA Clarity PPM was installed.

   Reporting Currency

   Defines the default currency used for reports.

5. In the Organizational Breakdown Structure section, click the Browse icon to select a location OBS and a department OBS.

   Note: If you remove or replace the location OBS and department OBS, their association with the entity is released. These OBSs become available for other purposes and can be deleted.

6. Click Submit.

   The entity is created.

Edit Entities

To edit entity defaults

1. Select Setup from the Finance menu, and on the Financial Organizational Structure page, click Entities.

   The Entities page appears.

2. Click the Entity link and set entity defaults:
   • Edit general properties and defaults.
   • Create and activate time periods.
   • Set up plan defaults.

More information:

How to Set Up Entities

Edit General Properties and Entity Defaults

Fiscal Time Periods for Entities

Set Up or Edit Plan Defaults for Entities