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 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.

   Field	Description
   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.

   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.