How Do I Add a New OrgUnit? Article

How Do I Add a New OrgUnit? Article

OrgUnits can be added through the "Yellow-Brick Road" tool on Synchronize Chart of Accounts  or directly through the Add OrgUnits  screen.

Once the OrgUnit has been added, additional setup must be completed on the Manage OrgUnits .

    • Related Articles

    • AutoSynch and Synch OrgUnit Permissions Article

      When new Account Numbers are setup in Great Plains Accounts ("ERP") software it is necessary to maintain a mirror image of those Account Numbers in Dynamic Budgets.  This process is managed through the Synchronize Chart of Accounts and its related ...
    • OrgUnit Article

      This term refers to base unit of budgeting.  It was selected as a neutral definition because organizations use varies terms including Departments, Cost Centers etc. OrgUnits are defined in System Management / Companies / Manage Company Databases *Do ...
    • Duplicate OrgUnit Assumptions Article

      Duplicate OrgUnit Assumptions is a flexible utility to allow you to duplicate either the line item details of entire Orgunits or certain Objects within Orgunits. The data can be duplicated within the same company and budget or across companies and ...
    • Add OrgUnits Article

          Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. In order for OrgUnits to be available for budgeting and for ...
    • How Do I Clone/Duplicate an Existing User's Profile, Company and OrgUnit Permissions to a New User? Article

      The clone/duplication feature is found on the Assign User Permissions/User Profile tab.   ​ 1. Highlight the User you wish to clone/duplicate by clicking anywhere in the row .  Their User Profile will appear to the right; 2. Enter the new User ID ...