OrgUnit Article

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 not attempt to change an Object or Orgunit configuration without first consulting Dynamic Budgets support, The system may need to be reloaded entirely. 


Related Articles include Manage OrgUnits.


    • Related Articles

    • 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 ...

    • How Do I to Delete an OrgUnit? Article

      Please see the Manage OrgUnits article for more information. There are two options: Uncheck the IsBudgeted and InReports checkboxes to hide the unused departments. (They will still be using up licensed units); or If you are running short on OrgUnit ...

    • 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 .

    • 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 ...

    • Can I Delete Granted OrgUnit Permissions? Article

      1. To delete granted OrgUnit/s Permissions for a given User select their User Profile on the Assign User Permissions Select the OrgUnit by checking the box. Click on Delete Selected Permissions. Then Click on Save User. Below illustrates the deletion ...