Overview
The Business Unit page is where you can create and manage business units and sub-business units. Departments are managed in the configuration section in Kiplot, under Operating Model. Examples of business units can be Operations, Back Office, Loans – anything that your organization uses to categorize where work is being done.
Each unit can be given a unique name and description. Business units are used as swimlanes in the Initiative Roadmap view, where swimlanes help to group and order initiatives for better tracking.
For instance, when an initiative is added to a particular swimlane in the roadmap, it is associated with that business unit. Where a business unit might be Operations, this indicates that the initiative is being delivered for the Operations unit in your organization. Filtering on the Operations unit on the Initiative Roadamp will allow you to see all initiatives associated with Operations.
Accessing and Managing Business Units
Navigate to the Business Unit page via the main sidebar. Here you can see Business Units that have been configured by your organization.
Application administrators can create new business units from this page by clicking Create in the upper-right corner
Click on a business unit to view its details, including:
Information
Financials
People shared on the Business Unit
Information
The information page is where a user can access sub business units and initiatives associated with the business unit.
Application administrators can configure sub business units from this page
Initiatives
Initiatives that are tagged to a business unit will be consolidated within the initiatives section on the information page. Key initiative fields that will surface on this page:
Initiative name
Sub business unit
Start date
End date
Clicking on an initiative's name in this section will redirect the user to the selected initiative's page.
Users can also add a new initiative or add an existing initiative within this section.
Financials
The Financials tab displays a complete activity log of financial changes, allowing your organization to track financial changes across all initiatives within the context of the selected business unit.
Only the last 30 days of financial updates appear in the Activity Review
Click on the filter icon in the Activity Review section to filter the list of tracked changes. To export the tracked changes, select Download (see image below).
Business Unit Permissions
Business units can be shared with individual users. This will grant them access to all initiatives linked to that business unit. Any permissions you assign at the business-unit level are automatically inherited by those users across their initiatives.
Permission types available:
Can view
Can edit
Can share