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

Before you begin

Role required: business_planner

Procedure

  1. Navigate to All > Organization > Business Units.
  2. Click New.
  3. Fill out the fields on the form (see table).
  4. Click Save.
    Table 1. Business Unit form
    FieldDescription
    Name Name of the business unit.
    Company The company, if any, related with this business unit. You can choose any company, including the ones that don’t 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.
    Table 2. Related list section of the Business Unit form
    Field Description
    Departments Departments that comprise this business unit. Add as many departments as necessary.
    The Departments related list isn’t visible by default. If necessary, you can add the Departments related list on the business unit record you created. To add the Departments related list:
    1. Right-click in the form header, and select Configure > Related Lists.
    2. Locate the Departments item in the Available box and move it to the Selected box.
    3. Select Save.