Creating a Business Unit

You can create business units to categorize projects and users based on the operational functions of the organization.

Steps

1. In the module menu, click Administration.
   The Administration page is displayed.
2. In the navigation pane, expand Functional Configurations, and then click Business Units.
   The Business Units page is displayed.
3. Click New.
4. In the Business Unit box, enter the name of the business unit.
5. From the Is Root? options, click either of the following:
   - Click Yes to set the business unit as a high-level option in the business unit hierarchy.
   - Click No to set the business unit as a sub-level option to a high-level business unit in the business unit hierarchy. If No is the selected option, then from the Parent Business Unit drop-down list, select the high-level business unit in the business unit hierarchy. Available parent business units are high-level business units that are marked as Active.
6. In the Description box, enter the description of the business unit.
7. Clear the Is Active check box to create the business unit but disable the availability of the business unit during project creation or user account creation. Also, the business unit is made unavailable to create a sub-level business unit.
8. Click Save.

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