Create business units

Create a business unit to define your organizational functions. A business unit is also necessary to set up the top-most segment in the IT chart of accounts to create rollup rules and have expenses roll up to these business units.

Before you begin

Role required: business_planner


  1. Navigate to Organization > Business Units.
  2. Click New.
  3. Fill out the fields on the form (see table).
  4. Click Save.
    Table 1. Business Unit form fields
    Field Description
    Name Name of the business unit.
    Company The company, if any, associated with this business unit. You can choose any company, including those that do not have the Vendor field selected.
    Business Unit Head Person who heads the business unit.
    Description A description of the business unit.
    Parent Refers to another business unit. The Parent field makes the business unit as a hierarchy element.
    Hierarchy level Number or text to indicate the level of the business unit.
    Related List
    Departments Departments that comprise this business unit. Add as many departments as necessary.