Business units
Table of Contents
A business unit models an organization or business division. Applications tracked in SD Elements are attributed to a single business unit. Accordingly, users who need to work on an application must also be members of its business unit.
Business unit details
A business unit has the following information:
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Name: The name of the business unit, such as Finance, Consumer, and so on.
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Default Risk Policy: The risk policy applied to new projects by default.
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Releases Behaviour: This indicates whether or not incomplete tasks are copied to new releases.
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Members:
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Select Users or Groups: This indicates that the business unit only includes the users and groups identified in its Member List.
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All Users: This indicates that all users in the system are members of the business unit.
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Activating this option ensures that incomplete tasks, including their notes and Issue Tracker sync details, are always included in a project’s release.
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Details are only copied at the time of making a new release.
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Member List: The list of members (users and groups) who should have access to all applications and projects in the business unit. Each member is assigned an optional access and role:
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Default Access: The user or group should be given access to projects created in the business unit.
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Project Role: Assign the user or group this project role if Default Access is set.
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Create a business unit
To create a business unit follow the steps below.
Prerequisites:
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The user has the permission Administration→Create a business unit.
Steps:
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From the main menu, select Business Units → More….
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Click the plus button. A dialog opens.
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Enter the details outlined above.
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Click Create.
After creating a business unit, new applications can be created within it, or existing applications can be moved to it.
Edit a business unit
To update a business unit follow the steps below.
Prerequisites:
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The user has the permission Administration→Create a business unit.
Steps:
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From the main menu, select Business Units → More….
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Use search if you need to find the business unit.
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Hover over its row, and on the far right side click the pencil icon, Edit Business Unit. A dialog opens.
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Update the business unit’s details as outlined above.
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Click Done.
Updating a user’s Default Access in a business unit’s Member List only takes effect for new projects. All other changes are immediate.
Delete a business unit
To delete a business unit follow the steps below.
| Deleting a business unit removes all of its applications and projects. |
Prerequisites:
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The user has the permission Administration→Delete a business unit.
Steps:
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From the main menu, select Business Units → More….
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Use search if you need to find the business unit.
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Hover over its row, and on the far right side click the trash can icon, Delete Business Unit. A dialog opens.
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Confirm that you understand the entire business unit and its applications will be removed.
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Click Delete.
All of the business unit’s applications and projects are removed after deleting a business unit.
Change the default risk policy
Set the default risk policy for new projects in a business unit using the steps below.
Prerequisites
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The user has the permission Global Roles → Administration → Create a business unit.
Steps:
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From the main menu, select Business Units → More….
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Use search if you need to find the business unit.
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Hover over its row, and on the far right side select Edit Business Unit.
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Select a risk policy from the Default Risk Policy dropdown menu.
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Click Done.
New projects created in the business unit will be assigned the selected risk policy.
Generate a Business Unit License Usage Report
Determine how many licenses you have used in a given period using the steps below.
Prerequisites
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The user has the permission Global Roles → Administration → Create a business unit.
Steps:
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From the main menu, select Business Units → More….
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Click the Organization Wide Reports icon on the right side.
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Click "License Usage Report" and select the Date Range.
Select the Date Range This Year to determine current usage, or create a custom report using the date of your your annual license renewal. -
Click Download.
Your report is now generated.