1. Applications Administration Guide
  2. Viewing the Segmentation Map of Business Units and Service Units

Viewing the Segmentation Map of Business Units and Service Units

Complete the following procedure to view the segmentation map of business units and service units.

To view the segmentation map of business units and service units

  1. Navigate to the Accounts screen, then the Portfolio Management Process view.

  2. Drill down on the Portfolio Name field of the portfolio plan record.

  3. Navigate to the A Account Planning view, then the BU/SU Segmentation view.

  4. Select Map from the drop-down list at the start of the BU/SU Segmentation view.

    The BU/SU Segmentation view displays the BU/SU segmentation map for the account. A box (square shape) represents a service unit. A box standing on its corner (diamond shape) on the map represents a business unit.