Introduction to Organizational Units

Modeling Your Organization 7-5

4. Select Organizational Chart, then click the Add icon.

5. Provide a name for your organizational unit, then click OK.

This defines the top-level organizational unit. 6. If you want to add a hierarchical structure to your organization, select the organizational unit you just created, then click the Add icon.

7. Provide a name for the organizational unit, then click OK.

You can repeat steps 6 and 7 if you need to add additional levels to your organization. 8. If you want to add an optional calendar rule, select the appropriate rule from the drop-down list.

9. When you are finished, select Save from the File menu to save your organizational

chart.

7.5.2 How to Create a Calendar

You can create calendars that can be assigned to an organizational unit. To create a calendar: 1. In the Project Navigator, expand the project where you want to create a new role.

2. Right-click Organization, then select Open.

3. In the Organization Editor window, select the Calendar tab, then click the Add

icon.

4. Provide a name, then click OK.

5. Select the calendar rule from the list.

6. Click the checkbox next to each day of the week you want to include.

7. Specify the start and end time for each day.

8. If you want to include an optional holiday rule, select the appropriate holiday rule

from the drop-down list.

9. When you are finished, select Save from the File menu to save your organizational

chart.

7.5.3 How to Create Holidays

You can create holiday rules that can be assigned to a calendar. To create a holiday rule: 1. In the Project Navigator, expand the project where you want to create a new role.

2. Right-click Organization, then select Open.

3. In the Organization Editor window, select the Holiday tab, then click the Add

icon.

4. Provide a name, then click OK.

5. Select the holiday rule from the list, then click the Add icon. 6. Provide the following for the holiday rule, then click OK. ■ Description: A description of the holiday rule. 7-6 Modeling and Implementation Guide for Oracle Business Process Management ■ Type: ■ Date: The date for this holiday rule. To specify a range, you must create a new entry for each day.

7. Click OK.