1. Getting Started with Your Project Management Implementation
  2. Create and Manage a Business Unit

Create and Manage a Business Unit

A business unit is a unit of an enterprise that performs one or many business functions that can be rolled up in a management hierarchy. A business unit can process transactions on behalf of many legal entities.

Verify that the implementation team set up the following in Oracle Human Capital Management:

  • Organizations

  • Organization hierarchies

  • Organization classifications

Creating a Business Unit

Follow these steps to create a business unit:

  1. Click Navigator > Setup and Maintenance, and search for the Manage Business Unit task.

  2. Click the Manage Business Unit link.

  3. On the Manage Business Units page, click the Create icon.

  4. In the Name field, enter the name for the business unit.

  5. In the Default Set field, select a reference data set code.

    Note: Click Create on the list to create a new reference data set.

  6. Click Save and Close.

Assign Business Function to a Business Unit

Follow these steps to assign business functions to a business unit:

  1. Click Navigator > Setup and Maintenance, and search for the Assign Business Unit Business Function task.

  2. Click the Assign Business Unit Business Function link.

  3. Enable the Billing and Revenue Management, Customer Contract Management, Expense Management, Payables Invoicing, and Project Accounting business unit functions.

  4. In the Select and Add: Business Unit page, search and select your business unit and click Save. The Assign Business Functions page opens.

  5. In the Financial Reporting section, enter primary ledger and default legal entity details.

  6. Enable the Billing and Revenue Management, Customer Contract Management, Expense Management, Payables Invoicing, and Project Accounting business unit functions.

  7. Click Save and Close. The enabled business functions are now assigned to your business unit.

Managing Business Unit Data Access for Users

Follow these steps to manage business unit data access for users.

  1. Click Navigator > Setup and Maintenance, and search for the Manage Business Unit Data Access for Users task.

  2. Click the Manage Business Unit Data Access for Users link.

  3. Select the Users without Data Access option.

  4. In the Search Results section, click the Create icon. Select user name , role, security context and security context value.

  5. Click Save and Close.

  6. To search for Users with data access, select Users with Data Access option.

  7. Select User name and role in the search region.

  8. Click Search.

    Note: To create a saved search click Save... In the Create Saved Search Window, type a name for your search. You can also enable Set as Default to set the saved search as default and Run automatically to run the search automatically later. You can get these values from Saved Search list later.

  9. Click Save and Close.

  10. Click Done.

Managing Business Unit Set Assignments

Follow these steps to manage business unit set assignments:

  1. Click Navigator > Setup and Maintenance, and search for the Manage Business Unit Set Assignment task.

  2. Click the Manage Business Unit Set Assignment link.

  3. On the Manage Set Assignments page, change the assignment for each object as required.

    Note: The default set of the business unit is assigned to each reference data object. You must perform the Manage Business Unit Set Assignment task. Even if you don't change any of the sets assigned, the assignment isn't complete until the record is saved.

  4. Click Save and Close.

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