Creating an Organization Unit Type

This topic describes the procedure to create an organization unit type.

You must first create an organization unit type to be able to define an organization model.
The organization modeler is populated with three different organization unit types.

• Dependent or Hierarchical Unit: Select this unit type to represent hierarchy in the organization model. A dependent unit always has a parent unit except the root unit. A dependent unit can have one or more child units.
• Independent or Virtual Unit : Select this unit type to represent project teams, working groups, task forces and so on. Independent or virtual units consist of members of different hierarchical units. Independent unit types are also used to design matrix organizations or project organizations. These units do not have any parent units and have an informal relationship with other units.
• Assistant Unit : An Assistant Unit is not a part of hierarchy. It provides assistance to its parent unit. An Assistant Unit contains only one parent unit and does not contain any child units.
  Note: In addition to the three default unit types that are described above, a user can add custom organization unit types. These types have their dedicated colors and icons but inherit the connector behavior of one of the three default unit types.

1. Select a starting point and select (Organization Unit Type) to create an organization unit type. The Untitled Organization Unit Type- Organization Unit Type dialog appears with a view of the General tab by default.
   Note: You may start configuring the organization unit type and save it later or save it first and then configure it.
2. In the General tab view, enter required information in the Name and Description fields.
3. Enter the URL of the icon in the Icon URL field and select required Connector Behavior from the options shown in the table below:

   Connector Behavior	Action
   Independent Unit	Select this option to represent a virtual organization unit.
   Hierarchical Unit	Select this option to represent the hierarchy of specific divisions, departments and entities of your organization.
   Assistant Unit	Select this option to represent the functional units of your organization.

4. Select the Show in toolbar and Use as default type for a new Unit checkboxes, if required. If you select the Use as default type for a new Unit checkbox, then all subsequently created (new) organizational units will be same as the current organizational unit type. The organization unit type appears on the toolbar.
5. Click the Color Picker icon. The Color Picker -Color Overview appears.
6. Do any one of the following:
   • Select a color from the available list
   • Click No Color
   • Click Custom Colors and select the RGB (Red, Green, Blue primary colors), click Add and select the newly added color from the Color Picker-Color Overview. The selected color is added to your organization unit type.
7. Click the Annotation tab to add any additional information.
8. Click .
   You have successfully created an organization unit type.
   

   After you complete this task: Create an organization unit.