Business unit administration

Business units within AVEVA Contract Risk Management are the second tier on the organizational hierarchy. Business units divide the organization into various sub-sectors which are further divided into project/depts. Users with the Organisation - Application Maintenance permission can create and maintain business units for the organization.

Create a business unit

1. Open the navigation bar. If necessary, click the Manage tab.

2. Under Organisation Setup, click Business Units.

   The Business Units page is displayed.

3. Click Create Business Unit.

   The Create Business Unit page is displayed.

4. Enter information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

   Field	Description
   Name	The name of the business unit.
   URL	The URL of the business unit.
   Default Additional Information	Any additional information for the business unit.
   Default Despatch Label for Contractors	The default subject line of the Despatch/Tracking schedule item when it is sent to contractors through the Contractor Portal or via email. The company user who creates the dispatch can edit this field as required when entering the dispatch content.
   Email Footer	The text displayed at the bottom of any emails sent in the business unit. Note If content is entered in this text box, the email footer entered in the System Settings page is overwritten for all emails sent from this business unit.

5. Click Save.

   A message confirming the addition of the new business unit is displayed.

Edit business units

6. Open the navigation bar. If necessary, click the Manage tab.

7. Under Organisation Setup, click Business Units.

   The Business Units page is displayed.

8. Click the Edit icon for the business unit you want to edit.

   The Edit Business Unit page is displayed.

9. Edit the information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

Field	Description
Name	The name of the business unit.
URL	The URL of the business unit.
Default Contract Address	The default address of the business unit for contracts. Select from a list of addresses configured for the business unit.
Default Return Address	The default return address of the business unit. Select from a list of addresses configured for the business unit.
Default Additional Information	Any additional information for the business unit.
Default Despatch Label for Contractors	The default subject line of the Despatch schedule item when it is sent to contractors through the Contractor Portal or via email. The company user that creates the dispatch can edit this field as required when entering the dispatch content.
Email Footer	The text displayed at the bottom of any emails sent in the business unit. Note If content is entered in this text box, the email footer entered in the System Settings page is overwritten for all emails sent from this business unit.

10. Click Save.

    A message confirming that the business unit details have been updated is displayed.

Delete business units

Business units that contain departments or have users assigned to them cannot be deleted.

To delete business units:

11. Open the navigation bar. If necessary, click the Manage tab.

12. Under Organisation Setup, click Business Units.

    The Business Units page is displayed.

13. Click the Delete icon for the business unit you want to delete.

    A warning message is displayed.

14. Click OK.

    A message confirming the deletion of the business unit is displayed.