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Organizational Units

Use organizational units to cluster your contracts by department, team group, etc.

Updated over a week ago

Trackado offers two default properties to specify the organizational context of contracts.
Business units
represent different entities within an organization, e.g. divisions, legal entities, etc. and they can be used to control and restrict user access to contracts (read more about business units here).
โ€‹Organizational units allow you to specify the organizational context even further. They could for example be used for certain departments, groups, or teams. The can be added, edited and deleted via the "Settings" menu. ย 

In addition, organizational units can directly be added and edited when working with a contract.

All contract and billing grids can be filtered and sorted by organizational unit for reporting purposes.

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