Business Units

Create Business Unit

Update Business Unit

Delete Business Unit

Create Business Unit

• New Business Units can be created here by using the new button in Business Unit screen.

• This navigates to the create BU screen.

• The create BU screen has the follwing fileds: BU Name: The name of the Business Unit has to be entered here. This data is a mandatory and unique one. BU Code: The code of the Business Unit has to be entered in this field. This is an optional field. Business Location: The location where the Business Unit is present has to be entered in this field. This is a mandatory field. Email: The email address of the Business Unit has to be entered in this field. This is a mandatory field. Phone Number: The contact number of the Business Unit has to be entered in this field. This is a mandatory field. Contact Person: The Contact Person's name has to be entered in this field. This is a mandatory field. Address: The address of the BU has to be entered in this field. This is a mandatory field. Holidays/Year: The Holidays/Year field accepts only numerical values and is a mandatory field. Vacation/Year: The Vacation/Year field is a mandatory field and accepts only numerical values. Overhead Rate: The Overhead Rate field is a mandatory field and accepts only numerical values less than or equal to 100. Efficiency Rate: The Efficiency Rate field is a mandatory field and accepts only numerical values less than or equal to 100. Weekly Working Hrs per Employee: This is a mandatory field and accepts only numerical values.

• The data in view screen is autopopulated from company screen

• When the add project segment button is clicked, there are already three existing project segments, one must be chosen. The project categories which are already created are shown here.

• After selecting the required project categories and segments, add is clicked. Project Segment: The three Project segments, Backlog, Sustain and Forecast are shown in this field's dropdown list. Project Category: The Project Categories which are initially created are shown in this field's dropdown list.

• The Project segments can be edited using the edit icon.

• After editing the Project Segments, update has to be clicked.

• Save Business Unit is clicked for creating the Business Unit.

• When save is clicked, the BU saved successfully message is shown and the new BU created is added to the grid in view page. Names of BUs are unique. New BUs created are shown in the grid.

Update Business Unit

• Existing BUs can be updated here by using the edit BU button.

• It navigates to the edit BU page.

• When the name of BU and details are entered and update is clicked, the data gets updated in the grid and a success message is notified.

Delete Business Unit

• The existing BUs can be deleted using the delete button.

• When delete is clicked, a pop up screen is displayed, which asks if the data has to be completely deleted or not.

• When yes is clicked, the selected data in the grid gets disappeared.

• When no is clicked, no action is performed.