Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 3 · Organization Structures
Classifying organizations
Lesson 31 of 198 · 12 min
Open an organization and add the project and task owning classification. Add the project expenditure classification to a different organization. Add both to a third. Show the classification-specific attributes that appear, set the effective start date and note its consequence, and review the resulting classification matrix. THE EFFECTIVE START DATE ON A CLASSIFICATION MATTERS. Costs dated before it will not attribute to the organization. Backdate deliberately when classifying an organization that has history to migrate — this is failure case three and it surfaces during data load. Adding a classification later is easy. Removing one from an organization with history is not. Keep the classification matrix as a document. You will be asked to explain it.
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.
In this module: Module 3 · Organization Structures
- 1What we are building
- 2The decision you cannot undo
- 3The organization object model
- 4The project unit
- 5Owning versus expenditure organizations
- 6Running the structure design workshop
- 7Four worked structures
- 8Business units and the project accounting function
- 9Creating organizations
- 10Classifying organizations
- 11Organization hierarchies
- 12Creating project units
- 13Project unit options
- 14Reference data set assignments
- 15Associating project units with business units
- 16Proving the structure works
- 17What breaks
- 18Lab briefing: Meridian Consulting
- 19Lab solution walkthrough