Page tree
Skip to end of metadata
Go to start of metadata

A Business Unit refers to a division, facility or department of an organization. A Business Unit can perform a number of business functions.

For large agencies, different divisions may operate as separate legal entities that carry out specific functions.  In smaller agencies, the units may be broken up into departments.

Find out how to:

Step-by-step guide


Adding a Business Unit

  1. Click the Settings button on the Ribbon.



    The Configuration screen appears.

  2. Click the Company Configuration group to expand it and select Business Units.



    The Business Units screen appears. 

  3. Click the + Add New button to add a new Business Unit.



    A new line is added. 

  4. Enter the name of the division or department in the Business Unit field, and press the Enter key.

    In this example, Research and Strategy was added as one of the agency's departments.



  5.  Enter a reference number to be used on the Accounting Package for this department (if applicable), in the Alt Ref No field.



  6. Optionally enter the Sales GL AccPurchase GL Acc and Provision (WIP) GL Acc number that this Business Unit will be exported into your Accounting Package.



  7. Optionally select Finance or Production Users that will form part of the workflow distribution list in the Finance Distribution List and Production Distribution List drop downs.

    The distribution list will be used to consolidate the number of workflows created in order to notify relevant users when a Business Unit they are responsible for is used. This will eliminate recreating the same workflow for each Business Unit. To set up this Workflow please follow this topic: Using Business Unit Distribution Lists in Workflows


    For this example, Francine and Kim were selected in the Finance Distribution List drop down.



  8. Check the Is Active checkbox to indicate that this is an active Business Unit.



  9. Click the Save button to make the changes permanent.



Editing a Business Unit

  1. Click in the field row you want to edit.
  2. Edit the text, or change the selection.
  3. Click the Save button to save your changes.




Deleting a Business Unit

  1. Click the X Delete button to the right of the row you want to delete.
    A warning dialog appears.
  2. Click the Yes button to delete the Business Unit. 
  3. Click the Save button to save your changes.