About Business Units

Business Units help organize projects into a logical hierarchy based on their relationships. This structure allows you to group projects into smaller nested units and assign user access accordingly. Each Business Unit can either contain other business units (creating a hierarchy) or a group of projects, but not both. As a result, only the lowest level of the hierarchy can contain actual projects.

The primary purpose of a Business Unit is to group projects based on user access, effectively functioning as access control groups. Business Units are often named after subdivisions or communities. You can nest these subdivisions into territories, or even organize subdivisions into sections. If needed, you can nest territories across different companies. When setting up Business Units, consider which user groups within your organization need access to specific projects.

User access is managed at the Business Unit level, making it easier to oversee permissions across multiple projects. Business Units can be created, updated, and projects moved as necessary. The four types of Business Units are: Company, Territory, Subdivision, and Section.

Here are a few examples of how a builder may structure Business Units.

In this example, the Company is "Forever After Homes," which is divided into four Territories: "Northern Kentucky," "Remodels," "Southeast Indiana," and "Southwest Indiana." Expanding the Southwest Indiana territory reveals two subdivisions: "Brentwood Manor" and "Oak View Estates." Within Oak View Estates, there are two sections: "Section One" and "Section Two," with a project named "OV 101" in Section One.

Although "Remodels" is listed as a Territory in this setup, it’s technically not one. However, by categorizing it this way, the builder can limit access to this Business Unit to a specific group of users, helping control permissions for that part of the business.

In this example, the Company is "All Pro Construction," which is divided into two counties: "Clark County" and "Dubois County." Expanding Dubois County reveals three municipalities within the county. When Jasper municipality is expanded, it shows sections within that municipality, further breaking down the project areas into more specific groups. This structure helps organize projects based on geographical areas, ensuring that each level has its own user access and management hierarchy. In this example the Company name is "All Pro Construction" which has two counties; "Clark County" and "Dubois County".  With Dubois County expanded, there are three municipalities listed under the county.  With Jasper expanded, you'll see sections within the municipality broken down further.