The Manager's Toolbox is a comprehensive resource designed to equip managers with essential tools, vocabulary, and best practices to effectively lead teams, manage projects, and streamline daily operations.
Project Manager (PM): The responsibility of the project manager is linked to project codes, meaning the approval of expenses and timesheets related to the projects they are responsible for.
Time and Absence Approver (TAA): In most cases, the TAA is also the line manager. He/she is responsible for approving his employees' timecards and absences.
Line manager: In most cases, the line manager is also the TAA. In cases where the immediate supervisor is not the TAA, their role is to be responsible for the employee's career path: goals, performance evaluation, salary increases, and career development. They are also responsible for approving their employees' expenses that are not related to projects.
AlithyaHUB: Oracle Fusion Cloud ERP automates and optimizes our financial, operational, and HR processes. This includes Oracle HCM for human resource management and Oracle ERP for financial management (Finance) and project management (PPM).
Enterprise: An Enterprise in Oracle Fusion Cloud represents the highest level of the organizational structure. It encompasses all the legal entities, business units, and other organizational structures within a company. The Enterprise object is used to define the overall corporate structure and strategy, ensuring alignment across various operational and reporting dimensions.
Legal entity (LE): A Legal Entity is an organization unit that is registered with legal governmental authorities. It possesses rights and duties conferred by law, such as the ability to hold property, participate in commerce, settle debts, report to regulatory bodies and employ resources (employee and contractual). At Alithya, a Legal Entity is linked to a unique Business Unit.
Business Unit (BU): A Business Unit is a flexible structuring device within an Enterprise that performs one or more business functions. It typically has a named manager, strategic objectives, and a level of autonomy and responsibility for profit and loss. At Alithya, we have not been and will not be using the Business Unit as described above. Our Business Units are in a direct 1:1 relationship with its respective Legal Entity and is being used to manage security, subledger accounting rules (SLA) and other fundamental configurational items. Note that BU is only a term reserved for the system.
Subdivision (SDIV): Subdivisions are smaller segments within a Division, created to further segregate business operations based on strategic objectives. They help in, but not limited to, managing specific product lines and activities, brand, geographic areas and our Enterprise Services teams. At Alithya a Subdivision can be associated to many Departments but to only one Division.
Department (DPT): A Department is an organizational segment with one or more operational objectives or responsibilities that exist independently of its manager. Departments track financial performance through Cost Centers (one or combination of many) assigned to workers and to manage headcount. Ideally, each department should have their own allocated Cost Center. A Department is also the organizational unit created to be used as a Project Org at the project level. Best practices suggest maintaining a 1:1 relationship between Departments and Project Orgs.
Project Organization: A Department also corresponds to an organizational unit created to be used as a Project Org at the project level. Best practices suggest maintaining a 1:1 relationship between Departments and Project Orgs.
Oracle Time and Labor (OTL): A time and labor management software designed to optimize and automate processes related to time management. It enables the submission, review, and approval of timecards, standardizes time entries, and records both billable and non-billable activities.
Project Portfolio Management (PPM): A project is a structured initiative with specific objectives, timelines, tasks, and resources, designed to achieve defined outcomes. Projects are classified into categories. Best practices suggest categorizing projects into different types, such as investment projects, contractual projects, and internal projects, each with unique financial implications.
Default expense account (DEA): The Default Expense Account is a pre-configured account used to automatically allocate expenses/cost when no specific account is designated. This account is composed of various segments from the Chart of Accounts (COA), including: