Business Units & Projects
Categories:
The Business Units & Projects Management section allows you to organize and manage your Business Units structure and Projects. This section provides hierarchical representation of the relationships between business units and projects, and allows for easy navigation and updates.
Key Features Overview
Hierarchical Structure: The business units and projects are displayed in a tree-like format, making it easy to visualize their relationships. Business units can contain other business units and projects, helping you clearly organize your company’s structure.
Search Functionality: At the top of this section, you will find a search input that allows you to quickly locate a specific business unit or project by name.
Working with Business Units and Projects
You can manage both Business Units and Projects using a context menu that appears when you right-click on an item. Here are the available actions:
Business Unit Actions
New Business Unit: Create a new business unit within the selected unit.
New Project: Create a new project within the selected business unit.
Update Business Unit: Modify the name of the selected business unit.
Delete Business Unit: Remove the selected business unit from the hierarchy.
Project Actions
Update Project: Modify the name of the selected project.
Delete Project: Remove the selected project from the hierarchy.
Adding or Editing Names in Multiple Languages
Each Business Unit and Project has a Name field, which can be defined in multiple languages. When adding or editing a name, you will see a language selector on the right side of the input field. Use this selector to specify the language for the name, allowing for multilingual support throughout your structure.
Reorganizing the Structure
The hierarchical representation of business units and projects can be easily reorganized using drag-and-drop functionality. You can drag both business units and projects to different positions within the hierarchy to adjust the structure as needed. This makes it simple to adapt to changes in your company’s organization.