Let us first understand what are Organization Units:
- Organization Units represent different offices your company may have.
For example, you may have offices in US, UK and India. In that case you will be creating three organization units as each unit may be executing their projects. - You can create any number of Organization Unit as required.
Depending on your location. - If you have just one office, you can use a single Organization Unit.
It is not mandatory to have multiple Organization Unit. - For each Organization Unit, you define Currency.
For example if your company is in Australia then you will be dealing in AUD and if you are in US you will be dealing in USD, etc. - Also, you can define cost prices for an Organization Unit.
For example if you use resources in US, what cost will you incur when you execute a project as compare to if you do the same in India. So you define cost prices for your Organization and in that you define the cost of each resource such as for Technical Consultant, Functional Consultant, Business Analyst, System testers, etc. - When you create a project, you need to define the Organization Unit that project belongs to.
You can use resources from same Organization or from Different Organizations.
NOTE: By default, when you install or register for a trial of Project Service Automation, you will have an Active Organization Unit (with Name containing alphanumeric characters). You can rename it as well.
You can create a New Organization Unit and specify the following information and Save:
- Name : Unique name of the Organization Unit
- Description: A short description of the Organization Unit
- Currency: The currency that will be used by this Organization Unit
Based on your requirement, you can create as many Organization Unit as you want.
We will discuss the setup of cost price and sales price in upcoming episodes.
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