Business Units and Departments

For admin users only

Your organisation may employ just a few people, or have many staff members sorted in an org chart. To make it easier to assign tasks appropriately, SurePact provides the convenient concept of business units and departments.

• Departments: The key organisational divisions responsible for overseeing grants and projects. Departments act as parent structures, aligning business units with strategic goals.
• Business Units: Specialised segments within departments, managing specific projects or grants. As child structures, business units focus on their areas while reporting to the parent department.

For example, a Corporate Services department could include Finance and Legal business units.

Note: This article will describe how to add a business unit. The process is identical for departments.

To get started, head to the left menu, open Administration and choose Business Units.

Any existing units are listed under Business Units. To add a new one, click Add Business Unit.

Simply enter the name and click Save Changes.

The new unit is added to the list. Double-clicking the business unit name opens a popup where you can edit the name. While a business unit is selected, the Delete icon is available if you need to remove it.