Moving organization units

Use this procedure to modify the organization unit to which an organization unit reports. By changing the organization unit to which an organization unit reports, you change its position within the organization structure.

When an organization unit is moved, all of the resources for that organization unit are also moved.

  1. Select Administrator > Set Up > Structure > Organization Units.
  2. On the Structure tab, expand the organization structure that contains the organization unit to move. Continue to expand the structure until you locate the correct organization unit.
  3. Select the organization unit to move.
  4. Select Actions > Move Under Different Org Unit, and specify this information:
    Effective Date
    Specify the date on which this move is effective.
    Reports To Organization Unit
    Specify the organization unit to which the organization unit reports.
  5. Click OK.

    The OrgUnitWorkAssignment and ActorOrgUnit tables are automatically updated.

    If these tables are not updated, run the Rebuild Organization Unit Work Assignment Data script in Administrator > Utilities > Data Maintenance and the Rebuild Actor Organization Unit Data script in Administrator > Utilities > Rebuild Maintenance > Actor Organization Unit.