Org. Units - Projects

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This related item is used to record the details of the organisational units (departments, schools or faculties) that the project is associated with in your institution.

Each project may be associated to one or more org. units but the total percentage allocation for all current org. units cannot be more than 100%.

Org. Units can be associated to the project in one of two ways:

•        Directly to the project in this related item

•        Through the investigators linked to the project in the Investigator Org. Units related item

Menu path: RME menu > Projects (search) > Project > Org. Units

 

Add an org. unit

1.     In the Project record, go to the Org. Units related item (this may be renamed as "Department", "School" or "Faculty" by your RME administrator).

2.     At the far right of the related item, click Add.

3.     Complete the fields, using the table below as a guide.

4.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.

Org. Units: Fields

Default Field Label

Description

Code *

Mandatory

Lookup to search for and add an org. unit

Current?

Yes by default

Indicates if the org. unit is currently associated with the project

If the org. unit is no longer involved with the project, slide this to No.

Date Used From

Date from which the org. unit is associated with the project

Date Used To

Date to which the org. unit is associated with the project

Percentage *

Mandatory

Percentage allocated to this org. unit

The total percentage for all org. units associated with the project cannot be greater than 100.

Primary?

Indicates if the org. unit is the primary one for the project

Only one org. unit can be the primary.

If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary.

More than one primary shown? View the Multiple primary records tip to fix it.
 

Manage Org. Unit records

You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Projects.

    

Related topic

•        Projects search

  

Product key: Modules > Projects

Page ID: PRO003.htm