Trackado offers two default properties to specify the organizational context of contracts: Business Units and Organizational Units.
Organizational Units are labels for segmenting and reporting on contracts along a second dimension next to the Business Unit, for example cost center, team, project or site. They don't control access.
Who can access a contract is decided only by its Business Unit, which typically represents a department, but it can also be a legal entity, a region or any other dimension authorizations should be maintained on. Read more in Users, Business Units and Authorizations.
There is no hierarchy between the two. An Organizational Unit isn't nested under a Business Unit, and you can combine any Business Unit with any Organizational Unit on a contract.
Organizational Units can be added, edited and deleted via the "Settings" menu, or directly while working on a contract.
In addition, organizational units can directly be added and edited when working with a contract.
Making the organizational unit field mandatory
By default, the organizational unit field is optional. To make it mandatory for all contracts on your account, tick the checkbox.
When mandatory is enabled, the organizational unit field shows a required indicator on the Add Contract and Edit Contract forms, and saving without an organizational unit selected is blocked. Existing contracts without an organizational unit are not affected until they are next edited and saved.
All contract and billing grids can be filtered and sorted by organizational unit for reporting purposes.
