Business units can be used for reporting purposes to allocate costs and revenues to different units. Users are assigned to business units, and by default, projects belong to the unit of the user who created the project.
Navigate to Settings > Organization > Business units, to modify the business unit settings to your needs.
Organizational hierarchy (add-on)
Organizational hierarchy is used to distinguish and organize unique segments of your company such as internal departments, business units, international holdings or subsidiaries.
When the add-on is activated it replaces the regular list of business units. Organizational hierarchy allows you to move units within a tree-like structure to model your company’s business structure. You can also assign information such as Logos, Bank accounts, VAT numbers and Invoice numbering to differentiate the units.
Manage business units
Navigate to Settings > Organization > Business units, to get started.
Click on the name to Edit any existing information, or move the unit in the hierarchy (using the Belongs to drop-down menu). Hover on a unit to reveal the Disable and Delete icons. Note that in some cases, it is not possible to delete an existing business unit for data integrity reasons. Disable hides units from the tree view but doesn’t remove them completely. This function can be used for units that have been closed, sold or are otherwise no longer in use.
Disabled units are assigned to sales cases and projects if the person creating them belongs to the disabled unit. However, disabled units will no longer be available for selection.
Create a new business unit or a company
Depending on your needs, you can either create a new company (has it's own VAT number, like subsidiaries) or a new business unit (internal departments, business units).
For business units, Name is the only required field, other information will be taken from the parent unit if not separately given.
For a company, Name and VAT number are required. Here you should also add the company logo and footer used on invoice, proposal and travel reimbursement PDF files. For the footer, use tags to fetch data from the company details, like Business unit (Name of the company), Address and VAT number.
Footer free text editor supports the following formatting options:
- Four text sizes: Heading 1, heading 2, normal and small
- Bold, italic and underline
- Numbered and bullet lists
How to use Business units?
Every new sales case and project is automatically assigned to the business unit of the person who creates it, but can be changed in Project Settings if needed.
Certain information related to a sales case/project, such as the Language, Currency, Formatting, VAT number, Invoice numbering, Billing address, Logo and invoice Footer are taken from the business unit. If this information isn't provided for a unit it will be taken from the Parent unit or Company details.
Companies and business units can be used for reporting purposes to allocate costs and revenues to different units. For example sales forecasts, resource allocations and case billing can be used to compare the prospects and progress of different units.
Each business unit must belong to either an organization or a company. Users are assigned to business units, and by default, cases belong to the unit of the user who created the case. Companies can also have their own invoicing settings.
Did you find it helpful? Yes No
Send feedback