LINK REORGANIZATIONS/ORGANIZATIONS

Use this screen to link reorganizations to organizations. You can also use it to display your existing reorganization-to-organization links.

Before you can link them, both the reorganization and the organization must already exist in Costpoint.

You can link a reorganization to any number of organizations, and you can link an organization to any number reorganizations. However, you should link a single organization to only one reorganization in a given reorganization structure. Otherwise, reports generated by reorganization could contain duplicate data. When you link reorganizations and organizations, be careful that you do not duplicate organizations inappropriately.

When you generate a report by reorganization, Costpoint includes all accounts connected to the organizations that you linked to the reorganization.

You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.

The organizational security that applies when you generate a report by reorganization is determined by the base organization. It is possible to set up reorganizations that link to base organizations to which you do not have access, but the reports will not include information for organizations to which you do not have access rights.

Alternative Methods

There are two other ways to link reorganizations and organizations in Costpoint. You can:

Location

Table Window

Reorganization

Enter, or click to select, the number of the reorganization that you want to link to an organization. To change information for an existing combination, use Query to select it.

Reorganization Name

This non-editable field displays the name of the selected reorganization.

Organization

Enter, or click to select, the ID of the organization that you want to link to a reorganization.

Organization Name

This non-editable field displays the name of the selected organization.