Associated Business Units

From the Associated Business Units page you can view and manage Business Unit Associations to a Title.

Note: Associating Titles to Business Units to does not affect the Business Units Precedence Rule. However, please note that this may be subject to change in a future release.

This article details how to access the Associated Business Units page and the available options to you.

Accessing the Associated Business Units page

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Titles.
4. Click the name of the Title you wish to edit, to access the Title Edit page.
5. From the Title Edit page, click Business Units to access the Associated Business Units page.

   

Available options from the Associated Business Units page

1. Click New to add a new line item and create a an association.
2. Click Back to return to the previous page.
3. Click the Refresh button to refresh the list.
4. Select the associations you wish to delete. Click the Delete button to delete selected associations.
5. Click the Export button to export the list to Excel.
6. Search for an association based on Business Unit name, Start Date and End Date.
7. Pagination is available at the top right corner to facilitate easy navigation across pages.
8. Click the Delete button to delete the association.
9. Click Edit to enable inline edit and modify the association.
10. From the table header:
    1. Sort the columns by ascending or descending order simply by clicking a column header. Note that an arrow indicates the descending () or ascending () order applied to the column.
    2. Dynamically resize column(s), to your preferred width. Simply move your cursor to the column boundary () you want to resize. When the cursor becomes a resize cursor, click and drag the column accordingly