Organizations

Organizations are a required entity in the Unanet system, and must be established prior to adding any Users or Projects.

Within Unanet, Organizations are used for several purposes (Person Organization and Project Organization). Each Unanet user belongs to a particular 'person organization' (for example, this could be their company or division within their company). Likewise, each project that is set up in Unanet belongs to a 'project organization' (for example, this could be the company that the work is being performed for).

How organizations are defined during system setup is critical to how you will be able to track and report on data. You may want to consider the differences between internal and external organizations. You may want to consider how you will need to track and report on the data. Should the organization codes match some existing code set that you may have in another system within your company.

Before setting up a new organization, you must have first established any necessary Organization Types. The sections below address:

Note: You can also import organization data into the Unanet application. Click Organization Import to learn more about the organization import feature.

Adding an Organization

Organization Code - is the abbreviation for the company, agency, department, or division. The Organization Code serves the function of identifying your own organization as well as other organizations you may charge time or expenses against. Unanet can track labor hours by project/task for any combination of Organizations. This is a mandatory field.

Organization Name - is the name of the Organization. This field is mandatory.

Parent Organization - is used if you wish to enter your organizations in a hierarchical tree. Location: Administrator - Organization - View Tree. See example below of the tree structure. This field is optional. Currently, the Unanet reporting does not take into consideration this relationship when displaying data.

Organization Type - can be used to distinguish different types of organizations. Click here to view the Organization types screen. This field is optional.

Account Number - is an optional field. This may be useful for recording a value to be later used by a downstream system.

SIC Code - Standard Industrial Classifications Code. This field is optional.

After saving the organization (

), the following screen appears with possibilities to enter address type information.

User Defined Fields for Organizations

The Organization Page comes with an option for you to add up to 10 user defined fields. You can also change any label on this page that is shown above. To do so, you will have to edit your text.properties file. Click here to go to text.properties file. If this file does not exist in your properties directory on the web server, then create it. The only requirement is that the file must start with 1 blank line and the parameters below start on line 2. Add or edit the following lines to this file that you want to override. Remember, any changes to this file, require that you stop and restart your servlet engine before they take effect.

NOTE: If the customer.user01 to customer.user10 fields are left blank (as they are now), then they do not show up on the data entry screens. This logic does not follow for the other fields. The user defined fields are all strings, limited to 128 characters in length.

customer.code=Organization Code
customer.name=Organization Name
customer.parent=Parent Organization
customer.type=Organization Type
customer.size=Organization Size
customer.account_number=Account Number
customer.siccode=SIC Code
customer.classification=Classification
customer.industry=Industry
customer.sector=Sector
customer.stock_symbol=Stock Symbol
customer.url=Home Page (URL)
customer.user01=
customer.user02=
customer.user03=
customer.user04=
customer.user05=
customer.user06=
customer.user07=
customer.user08=
customer.user09=
customer.user10=

Editing an Organization

Location: Administrator - Organization - List - <choose any company that you would like to edit by clicking (

)>.

If you are entering a new organization, you will see these buttons after you press the Save button.

Once you have entered an organization that has any one of the following entered (Address, Phone, or E-mail), then your Edit Organization Screen layout should look similar to the following:

	To edit an existing Address, Phone, or E-mail record.
	Delete an existing Address, Phone, or E-mail record.
	Saves the current data on the form.
	Clears all the values in the current form.
	Gives the current user access to add new address. Click here to view the Address Screen.
	Gives the current user access to add new phone number. Click here to view the Phone Screen.
	Gives the current user access to add new E-mail address. Click here to view the E-mail Screen.
	Back to the previous page.

Searching for Organizations

Below is an example of the Search Screen for searching organizations. The data entry fields that can be searched on, search by whatever starts with what you type in. They are not case sensitive.

	Begins the search for the criteria that you typed in the form.
	Clears the values in the current form.

Listing Organizations

	Allows you to view the Organization information
	Edit the Organization information
	Delete an Organization

Tree View Example

The Organization can be entered using a hierarchical tree structure. Specifically, see below the TECH Organization Code for how the tree structure can be displayed. In the definition of Organization Code HITECH, its parent organization would be TECH. TECH's parent would be empty. See Edit Organization for where this information is setup.

In the current version of Unanet, this hierarchy is not utilized in the various reports -- but may be useful when exporting or extracting data.

	Allows you to view the Organization information
	Edit the Organization information
	Delete an Organization

	Saves the information that you entered in the form about the new Organization.
	Clears the form,