{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":28453,"path":"it-business-management/t_CreateBusinessUnits.md","title":"Create business units","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create business units\n\nCreate 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.\n\n## Before you begin\n\nRole required: business\\_planner\n\n## Procedure\n\n1.  Navigate to **All** > **Organization** > **Business Units**.\n\n2.  Click **New**.\n\n3.  Fill out the fields on the form \\(see table\\).\n\n4.  Click **Save**.\n\n    |Field|Description|\n    |-----|-----------|\n    |Name|Name of the business unit.|\n    |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.|\n    |Business Unit Head|Person who heads the business unit.|\n    |Description|A description of the business unit.|\n    |Parent|Refers to another business unit. The **Parent** field makes the business unit as a hierarchy element.|\n    |Hierarchy level|Number or text to indicate the level of the business unit.|\n\n    |Field|Description|\n    |-----|-----------|\n    |Departments|Departments that comprise this business unit. Add as many departments as necessary.|\n\n    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:\n\n    1.  Right-click in the form header, and select **Configure** > **Related Lists**.\n    2.  Locate the **Departments** item in the **Available** box and move it to the **Selected** box.\n    3.  Select **Save**.\n\n"}}