Adding a new level to the organizational hierarchy

You can define a hierarchy modeled on the different levels of your organization so you can view how funds are allocated and spent at each level. After you create a budget, you can add nodes to represent new organization levels to which you may allocate funds. Each level can have multiple nodes branching off of it, representing different sublevels that make up the level. For example, a budget's organization might contain levels for its different departments, and those departments might contain sublevels for specific departmental sections.

  1. Load the budget you want into the Budget InfoViewer.
  2. On the Organizational Hierarchy tab, browse to the node to which you want to add a new organization level.
    Note: This can be the "Organization" root node or an organizational level node.
  3. Right-click the node and select Add Item.
  4. Type a unique name for the organization level in the ID field.
  5. Type a description of the level in the Description field.
  6. Click Save.
    Infor Public Sector shows the new level in the Organizational Hierarchy tree. You can now define sublevels for this level by following the current instructions. Note that you can update existing levels, but you can't delete them.