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).
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.
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.
