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author's profile photo Former Member
Former Member

Organisation struture assignments

Hi Folks,

I have a requirement in relation with the service org structure.

The client has many service org and that operate in different service activities and hence the need to report on these various aspects.

Bacause of which there is a need to split otherwise single org unit into multiple service org. But the engineers here work on all the activities within that service organisation and as well works in another service organisation.In order to achieve this we will have to assign the same engineers to different teams under diferent service organisation.

Now can we make these multiple assignments of the same engineer to different service teams at the same time, I mean with the overlapping time periods on the assignment validity.

If yes, what are th eimplications, if any while using the system.

Also please share what is the best practice with respect to ralation between service org and service team?I mean how many service teams under one service org?

In relation to this the other requirement is that whether the resource planning tool will allow the plannes to filter the service engineers based on thier skill, region they operate etc., because some teams are going to have around 800 engineers.

Request you all experts to share teh experience, will definitely reward with points.

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    author's profile photo Former Member
    Former Member
    Posted on Nov 23, 2007 at 04:30 AM

    Hello Karthik,

    Splitting single service organizations in to multiple,

    Are the functions performed by the Org units one and the same??

    (Service Org,Service Group, team etc)

    Assigning the same Employee belonging to a team of an Orgunit can be assigned to a different team(position) of a different Orgunit.

    You can have any number of service teams as positions belonging to a particular business role.

    In the resource planning tool you will select a service item that has not been assigned to a service employee,it will select the employees who are available and assign the task to him and notify him about the assignment, this is very much possible using resource planning Qualification.


    Muralidhar Prasad.C

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    • Former Member

      Hello muralidhar,

      thanks a lot,

      but a bit of confusion,

      the scenario is, because of the reporting requirements the national level service org is being split into multiple units.But th esince the pool of engineers are the same for these split service orgs, an engineer is going to be assigned to multiple service teams and the validity period of these assignments is going to be the same, in other words overlapping.

      Whether this is allowed in CRm org structure?

      And the need in Resource planner tool is to have a filters on the engineers based on their skill and /or region etc.,

      Thanks once again, will rewad definitely,


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