Use the hierarchy diagrammers to graphically set up a new organization or position hierarchy. You must first use the Organization or Position window to specify:

• The top organization or position in the hierarchy

• All the subordinate organizations or positions for the hierarchy.

See Creating an Organization or see Defining a Position

   To set up a new organization or position hierarchy:

1. Open the Organization or Position Hierarchy window using the Diagrammer menu option. This displays a cut-down version of the Hierarchy window.

   Note: To create hierarchies containing organizations from only one business group, choose the Diagrammer Local option. To include hierarchies from more than one business group, choose the Diagrammer Global option. The availability of these options depends on whether your system administrator has granted you access to the local or global versions of the windows using function security. See Menu Structure

2. Enter a unique name for your new hierarchy, and check Primary if it is your main reporting hierarchy.

3. Enter the version number and start date for the hierarchy.

4. Save your work.

5. Choose the Open Editor button to open the hierarchy diagrammer.

6. In the node list region of the window, query the organization or position that represents the top level in the hierarchy and drag it to the hierarchy diagram region of the window.

7. Build the hierarchy by adding organizations or positions, working from the top level down.

   • To add an organization or position, drag it from the node list region to the organization or position that will be its parent and drop it on top to add it to the hierarchy. The cursor displays a small rectangle when you are on top of the parent value.

   • You can move and remove organizations or positions to modify the hierarchy until you have the correct structure.

8. Save your hierarchy. The hierarchy diagrammer commits the changes to your database to create the new hierarchy.