Bulk upload process to manage project organization classifications and manage organization tree
Summary:
Hi,
Currently have departments bulk loaded into ERP. Once they are in the system, we are manually creating project orgs.
Below are the manual steps:
For each department:
- Go through Manage Project Organization Classifications - Classify as project expenditure organization and Classify as project and task owning organization
- Submit Process to Maintain Project Organizations
- Confirm that org is now shown as Department, Project Expenditure Org, and Project Task Owning Org
- Go through Manage Organization Trees and update tree nodes - add department just created to tree node
- Flatten Columns and Flatten Rows
- Submit Process to Maintain Project Organizations
Is there is a way to automate this. We have an automated process that automatically puts all of our departments into ERP and we'd like to make each department a project org and add to the org tree.
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