Setting Up Financial Management › Departments › Create Departments

Create Departments

You create a department by naming it, associating it with an entity, and optionally selecting a parent department, department manager, and business relationship manager. The department hierarchy is established by selecting a parent department.

When you create a department, a corresponding OBS unit is also created based on the selected entity and the parent department.

Follow these steps:

1. Open Navigator, and from Organization, click Departments.

   The list page appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   Department Name

   Defines the name of the department.

   Department ID

   Defines the unique department ID. Once you create the department, you cannot change this value. Your CA Clarity PPM administrator can set the ID for auto-numbering.

   See the Studio Developer’s Guide for more information.

   Entity

   Defines the entity used to associate an organizational structure and financial planning defaults with the department. Once the department is created, this field cannot be changed.

   Parent Department

   Specifies the parent department for this department. Required only if this department is a subdepartment to another department.

   Example: The Retail Banking IT department is a parent to the Application Development department.

   IT Customer

   Displays if the department is a subscriber for investments or services provided or owned by other departments.

   IT Provider

   Displays if the department owns investments or services that customer departments can subscribe to.

   Description

   Defines the detailed information about the department.

   Department Manager

   Specifies the department manager. The user you select as the department manager is automatically granted the Department - Edit access right.

   Default: This field is populated with the resource ID of the user who created the department.

   Business Relationship Manager

   Defines the user who is a liaison between this department and other departments. The user selected as the business relationship manager is automatically granted the Department - View access right.

   Delegate Invoice Approval

   Indicates if invoice approval must be delegated to the sub departments. If this option is not selected, no sub departments in that branch can view or approve invoices. All charges are rolled up to the top-level parent department.

4. Save the changes.

More information:

Departments

How to Get Started with Departments

Edit Departments

Entities