Manage Regions / Org Chart

• To expand an org chart section, click the.

• To collapse an org chart section, click the.

There are two types of org charts to work with in Lucernex: Pre-Open and Operating. Select the org chart you want to view from the Displaying field at the top of the page below the Org Chart tab.

Operating

• An Operating org chart is a requirement for facilities, which need to link to a market.

• Locations use Operating org charts to assign default managers.

• Other records use the Operating org chart for the region / market area information.

  When a user selects a region on an entity, the system automatically adds users in the org chart to the entity.

• The Operating org chart is also used to differentiate managers versus users in work flows.

• The entities which use the Operating org chart are: Locations, RE Contracts, and Equipment Contracts.

  • If a Facility is created using the Facility Setup Wizard, the Facility uses the Operating org chart.

  • If you create a Capital Project from a Facility, the Capital Project uses the Operating org chart.

Pre-Open

• A Pre-Open org chart is used for sites and projects related to opening a new facility.

• This org chart should be used to contain any individuals involved internally in the setup of a new facility.

  The reason this is distinguished from the Operating org chart is because you will have different individuals managing the facility after the facility is opened.

  Examples could include people in your construction or design teams.

• A Pre-Open org chart helps you populate individuals on your projects who will always be involved in the project work flow.

  For example, construction coordinators and real estate coordinators.

• The entities which use the Pre-Open org chart are Sites and Projects.

  • If a Facility is created by converting a Site or Project, the Facility uses the Pre-Open org chart.

  • If a Capital Project is created as part of a Capital Program, the Capital Project uses the Pre-Open org chart.

To change how your organization chart displays:

1. Select either Pre-Open or Operating from the Displaying field.

2. Select either Horizontally or Vertically from the Management field.

   The organization chart updates with the display you selected.

Click these buttons to reorganize org chart items:

• Right: Move an item right.

• Left: Move an item left.

• Up: Move an item up.

• Down: Move an item down.

Moving an item does not change its relationships with other items.

To migrate an org chart:

1. Click Migrate Org Chart.

   This displays in the Actions menu on the right side of the page.

   The Org Chart Migration page opens.

2. Select the portfolio or capital program to which you want to migrate your org chart from the field to the right of the Migrate Project Regions to Organization Chart in option.

3. Select the Auto-add missing Product Regions in the Destination Org Chart check box to add regions, sub-regions, and markets which exist in the current org chart to the destination org chart.

   If you do not select this check box, you will receive an error if any regions, sub-regions, or markets from your current org chart do not exist in the other org chart. If you do select this check box, Lucernex will add missing regions, sub-regions, or markets to the destination org chart.

4. Click Start Processing.

   Lucernex begins to process the job. Once the job is complete, a Finished Processing message appears at the top of the page.

5. Click Reset.

   The Org Chart Migration page opens.

6. Click Restore Panel.

   The main Org Chart page opens. A message appears on the Org Chart page: This [Portfolio or Capital Program] uses the [Portfolio or Capital Program] [entity name] for organizational details.

To restore an org chart to the original portfolio or capital program:

1. Click Migrate Org Chart.

   This displays in the Actions menu on the right side of the page.

   The Org Chart Migration page opens.

2. Select the Restore Project Regions to Organizational Chart in this Portfolio option.

3. Click Start Processing.

   Lucernex begins to process the job. Once the job is complete, a Finished Processing message appears at the top of the page.

4. Click Reset.

   The Org Chart Migration page opens.

5. Click Restore Panel.

   The main Org Chart page opens. The org chart is restored.

To add a parent region:

1. Click Add Parent Region link in the Portfolio box.

   The Add Parent Region window opens.

2. Enter the name of the parent region in the Parent Region field.

3. Enter a description of the parent region in the Description field.

4. To add a person to the parent region:

   1. Select the name of the person from the Name field.

   2. If this person is a manager, select the Manager? check box.

      Being listed as a manager means the user gets alerts and they are listed in the entity's Management sub-page. An example of this sub page appears on the global Project > Details > Summary page.

   3. Click Add.

      The person appears in the member list.

   4. Repeat steps a - c until all relevant members are added to the parent region.

5. Click Add.

   The window closes. The parent region appears in your organization chart.

To edit a parent region:

1. Find the parent region you want to edit.

2. Click Edit link in the Parent Region box.

   The Edit Parent Region window opens.

3. Make your changes.

4. Click Update.

   The window closes.Your changes are saved.

To delete a parent region:

1. Find the parent region you want to delete.

2. Click Delete link in the Parent Region box.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The dialog box closes, and the page refreshes. The parent region is deleted.

To add top-level members to an organization chart:

1. Click Add Top Level Members link in the portfolio box.

   The Edit Top Level Members window opens.

2. Select the member you want to add to the top level of the org chart from the Name field.

3. If you want this member to be a manager, select the Manager check box.

4. Click Add.

   The member is added to the top-level members list.

5. Repeat steps 2 - 4 for any additional members you want to add.

6. Click Update.

   The window closes. The top-level members appear in your org chart.

To edit top-level members in an organization chart:

1. Click Add Top Level Members link in the portfolio box.

   The Edit Top Level Members window opens.

2. Click Edit link next to the member you want to edit.

   A pop-up window opens.

3. Make your changes.

4. Click Update.

   The window closes.

5. Repeat steps 2 - 4 for any additional members you want to edit.

6. Click Update.

   The window closes.Your changes are saved.

To remove top-level members from an organization chart:

1. Click Add Top Level Members link in the portfolio box.

   The Edit Top Level Members window opens.

2. Click Delete link next to the member you want to remove.

   The member is removed.

3. Repeat step 2 for any additional members you want to remove.

4. Click Update.

   The window closes.Your changes are saved.

To add a sub region:

1. Find the parent region to which you want to add a sub region.

2. Click Add link in the parent region box.

   The Add window opens. Sub Region is selected by default.

3. Click Next.

   The Sub Region page of the Add window opens.

4. Enter the name of the sub region in the Sub Region field.

5. Enter a description of the sub region in the Description field.

6. To add a person to the sub region:

   1. Select the name of the person from the Name field.

   2. If this person is a manager, select the Manager? check box.

      Being listed as a manager means the user gets alerts and they are listed in the entity's Management sub-page. An example of this sub page appears on the global Project > Details > Summary page.

   3. Click Add.

      The person appears in the member list.

   4. Repeat steps a - c until all relevant members are added to the sub region.

7. Click Add.

   The window closes. The sub region appears in your organization chart.

To edit a sub region:

1. Find the sub region you want to edit.

2. Click Edit link in the Sub Region box.

   The Edit Sub Region window opens.

3. Make your changes.

4. Click Update.

   The window closes.Your changes are saved.

To delete a sub region:

1. Find the sub region you want to delete.

2. Click Delete link in the Sub Region box.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The dialog box closes, and the page refreshes. The sub region is deleted.

To add a market:

1. Do one of the following:

   • To add a market from the parent region-level:

     1. Find the parent region to which you want to add a market.

     2. Click Add link in the parent region box.

        The Add window opens. Sub Region is selected by default.

     3. Select Market from the Add What?field.

     4. Click Next.

        The Add Market window opens.

   • To add a market from the sub region-level, click Add link in the sub region box.

     The Add Market window opens.

2. Select the market from the Market field.

   Create a new group or category.

3. To add a person to the market:

   1. Select the name of the person from the Name field.

   2. If this person is a manager, select the Manager? check box.

      Being listed as a manager means the user gets alerts and they are listed in the entity's Management sub-page. An example of this sub page appears on the global Project > Details > Summary page.

   3. Click Add.

      The person appears in the member list.

   4. Repeat steps a - c until all relevant members are added to the market.

4. Click Add.

   The window closes. The market appears in your organization chart.

To edit a market:

1. Find the market you want to edit.

2. Click Edit link in the Market box.

   The Edit Market window opens.

3. Make your changes.

4. Click Update.

   The window closes.Your changes are saved.

To delete a market:

1. Find the market you want to delete.

2. Click Delete link in the Market box.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The dialog box closes, and the page refreshes. The market is deleted.