Manage Organizations - Portfolio Administration
The Manage Organizations page of the System Administrator Dashboard allows you to manage the internal cost centers that are used for payment of expenses in Lucernex.
To navigate to the Manage Organizations page:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Organizations link in the Portfolio Administration section of the 2nd column.
The Manage Organizationspage opens.
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Follow a procedure below.
To search for a organization:
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Enter the name of the organization you want to edit in the Search field.
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Click Search.
The organizations matching your search criteria appear in the table.
To add an organization:
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Click Add Organization.
The Add Organization window opens.
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Select the group that this organization should be associated with from the Group field.
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Select the type of organization this is from the Type field.
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Select the category that this organization falls into from the Category field.
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Enter the name of the organization in the Name field.
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Enter any account numbers associated with the organization in the Acct Code fields.
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Select the portfolio you want this organization to be available for from the Available for the following Portfolios / Capital Programs field.
All Portfolios / Capital Programs is selected by default. You can select multiple options.
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Click Add.
The window closes. The organization appears in the table on the Manage Organizations page.
To edit an organization:
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Click Edit in the Actions column of the record.
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Make your changes.
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Click Update.
The window closes. Your changes are saved.
To delete an organization:
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Click Delete in the Actions column of the record.
A dialog opens, asking you to confirm your choice.
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Click Yes.
The dialog box closes. The organization is deleted.
Search for an Organization