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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 3 · Organization Structures

Proving the structure works

Lesson 37 of 198 · 10 min

Run the verification checklist, object by object. Grant the business unit and project unit access from Module 2 for the new structures. Create a project: select the project unit, the owning organization, the business unit. Confirm the project number generated per your design. Show the available owning organizations and confirm they match the hierarchy, create a task and assign an expenditure organization, then sign in as a restricted user and confirm scope. "A SUCCESSFULLY CREATED PROJECT IS THE ONLY PROOF THE STRUCTURE IS CORRECT." Configuration that looks right and fails at project creation is normal. New structures mean new access grants. Put it in the runbook — this is the second course in the catalogue where that is the last-step failure, and naming the pattern is worth ten seconds. Keep this project; later modules use it.

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In this module: Module 3 · Organization Structures

  1. 1What we are building
  2. 2The decision you cannot undo
  3. 3The organization object model
  4. 4The project unit
  5. 5Owning versus expenditure organizations
  6. 6Running the structure design workshop
  7. 7Four worked structures
  8. 8Business units and the project accounting function
  9. 9Creating organizations
  10. 10Classifying organizations
  11. 11Organization hierarchies
  12. 12Creating project units
  13. 13Project unit options
  14. 14Reference data set assignments
  15. 15Associating project units with business units
  16. 16Proving the structure works
  17. 17What breaks
  18. 18Lab briefing: Meridian Consulting
  19. 19Lab solution walkthrough