Business Units (TMS)

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Available for

  • Business and Enterprise plans

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Available for

  • Ultimate and Enterprise plans (Legacy)

Get in touch with Sales for licensing questions.

Business units provide the grouping of projects into sub-organizations or departments within a profile. This allows for the application and management of access rights to these groups rather than individuals projects.

Access rights can be restricted for:

Business Unit Use Case

A company has divisions in the US and in the EU and don't want all Project managers to have access to all projects. Business units are created for each locale and Administrators set individual Project manager access rights based on the locale in which they have projects while declining access to outside projects.

Create a Business Unit

To create a business unit, follow these steps:

  1. From the Settings Setup_gear.png page, scroll down to the Project Metadata section and click on Business units.

    The Business units page opens.

  2. Click New.

    The Create page opens.

  3. Provide a name for the business unit.

  4. Click Save.

    The new business unit is added to the list.

Assign a Business Unit

To assign a business unit, follow these steps:

  1. From a project page, click Edit.

    The Edit project page opens.

  2. Select a Business unit from the dropdown list.

  3. Click Save.

    The selected nusiness unit is associated with the project.

Apply a Business Unit

To apply a business unit, follow these steps:

  1. Select a PM from the Users page and click Edit.

    The Edit page opens.

  2. In each category, apply required business units with Active or Inactive status.

  3. Click Save.

    PM access rights are applied to specified business units.

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