Organizational Units

What is the Organizational Units feature:

A feature that allows for the internal segmentation of an Organization. Organizational Units replace the former "Business Units" and are used to represent departments, cost centers, projects, or branches that do not have their own billing contract but must receive costs through splitting (Split).

Add New Unit:

The registration screen will appear, where you must enter the following information:

• Name: The identification name of the unit (e.g., Marketing, IT, Project Alpha).

• Default Provider: The main cloud provider associated with this unit.

After entering the information and clicking "Save", the unit will be created.

Available Actions on the Organizational Units Screen:

For each unit listed, the system offers quick action icons:

Access Unit (Switch):

• Arrows/Switch Icon: You directly access the view for that Organizational Unit (Dashboards and Reports filtered only for this unit).

• Configuration/Split Icon: By clicking the "split" button, you define the rules for how this unit will receive costs from the parent Organization.

• Pencil Icon: By clicking the icon, you can change the unit's name and default provider.

• Trash Icon: By clicking the icon, the unit is removed.

Warning: When deleting a unit, all split rules associated with it are erased, and costs revert to being allocated to the main Organization (uncategorized).