Set Up Your Business Unit Structure

You have the option to track opportunities by business unit in Deltek CRM and to associate employees with business units. To do that, you first set up your firm's business unit structure in the General area in the Configuration workspace.

If you do want to use business units, setting up the business units involves the following general steps:

1. Specify the number of levels in your business unit structure. You can have from one to five levels in that structure.
2. Give each level a name (for example, Location for the first level and Department for the second).
3. Specify the actual elements for each level. For example, if the first level of the structure is Location, the elements for that level might be Boston, New York, Denver, and Phoenix.
4. If your business unit structure has more than one level, define each of the business units by combining one element from each of the levels (Boston Architecture, Boston Engineering, New York Architecture, New York Engineering, and so on).

As you make entries and selections, your work is automatically saved. However, you must log out and log back in to see the configuration settings reflected elsewhere in Deltek CRM.

Note: Deltek strongly recommends that you carefully plan the business unit structure you want before you set it up in Deltek CRM. Once you have set up your business units and, in particular, once you have assigned opportunities to those business units, it is difficult and time consuming to change the number of levels.

For more information about setting up and using business units, see Business Units and Configuration: General Area.

To set up your firm's business unit structure, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the General area.
2. In BUSINESS UNIT STRUCTURE, select the number of levels in your business unit structure. If you do not want to use business units, select None.

   A label field and grid display for each level.

3. In the LEVEL 1 field, enter a label for that level of the business unit structure (Organization, for example).
4. Click + Add Entry under the LEVEL 1 grid, and enter the name of the first element for that level (a code or abbreviated name for the first organization, for example).
5. Repeat step 4 for each element at that level of the business unit structure.
6. Do one of the following:
   • If your business unit structure has only one level, you are finished setting up business units.
   • If your business unit structure has more than one level, continue with step 7.
7. Repeat steps 3 - 5 for each of the remaining levels.

   Note: As long as no business units contain the element, you can delete an element from the grid. Hover over the grid row and click X.

8. To add the first business unit, select the elements, one from each of the levels, that together define that business unit. The combination displays below the level grids next to the Add button.
9. To create the business unit, click Add. The business unit displays in the business unit grid with a default name and the Active status.
10. If the default name in BUSINESS UNIT NAME is not satisfactory, change the name.
11. If you do not want the business unit to be active, click the STATUS icon and select Inactive or Dormant.
12. Repeat steps 8 - 11 for each business unit.

    Note: As long as a business unit is not associated with any other records in the database, you can delete it. Hover over the grid row and click X.