Managing Organizational Units in Proposals (S2S)

Organizational Units are campuses, schools, colleges, departments, or divisions beneath an institution. It's always best to organize these units based on your institution's actual hierarchy.

Creating a Unit

1. 1. Click on the Institutions tab.
      
      
   2. Click on the name of your institution. You can also search for your institution if you have a list of many.
      
      
   3. In the left-hand menu, click on Organizational Units.
      
      
   4. Click . If your institution already has a list of Organizational Units within Cayuse Proposals, the Add Unit button will be at the bottom of the list.
   5. This process will not be complete until you also add the unit in Backbone. Click here for instructions.

Organizational Unit Tools 

1. Always require selection from list: If you want to always use your hierarchy units when creating or editing Professional Profiles, rather than allowing people to hand-enter departments and divisions, select this box.
2. Bulk Load Organizational Units: Your Cayuse Proposals Implementation Specialist will ask you to fill out a spreadsheet showing your unit hierarchy. Data from this spreadsheet will be used to bulk load your organizational units using the link at the top of the page.
3. Unit/Subunit: Some institutions have Divisions as a top-level unit, with Departments as a lower-level unit. If this is how your institution is organized, you can leave the Unit/Subunit selection as Division/Department. If your Departments are top-level units with Divisions underneath, select Department/Division.
4. Title: This is the name of your department or division.
5. Code: This is a unit identifier.
6. Organizational Controls: Use the  arrows to rearrange your units within the list. Click  to delete your unit. Deleting a unit also deletes its subunits.
7. Subunit List: This is a list of all subunits beneath the listed unit.
8. Add Subunit: Click this button to add subunits beneath a unit.