---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create business units

# Create business units {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Create a business unit to define your organizational functions. A business unit is also necessary to set up the top-most segment in the hierarchy to create roll up rules and have expenses roll up to these business
units.

## Antes de Iniciar

Role required: business_planner

## Procedimento

1. Navigate to AllOrganizationBusiness Units.
2. Click New.
3. Fill out the fields on the form (see table).
4. Click Save.  
   {#t_CreateBusinessUnits__table_scw_rky_wq__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the business unit. |
   | Company | The company, if any, related with this business unit. You can choose any company, including the ones that don't have the Vendor field selected. |
   | Business Unit Head | Person who heads the business unit. |
   | Description | A description of the business unit. |
   | Parent | Refers to another business unit. The Parent field makes the business unit as a hierarchy element. |
   | Hierarchy level | Number or text to indicate the level of the business unit. |
   [Tabela 1. Business Unit form]

   {#t_CreateBusinessUnits__table_scw_rky_wq} {#t_CreateBusinessUnits__table_eqq_ykb_fdc__entry__2}

   | Field | Description |
   |-|-|
   | Departments | Departments that comprise this business unit. Add as many departments as necessary. |
   [Tabela 2. Related list section of the Business Unit form]

   {#t_CreateBusinessUnits__table_eqq_ykb_fdc}  
   The Departments related list isn't visible by default. If necessary, you can add the Departments related list on the business unit record you created. To add the Departments related list:
   1. Right-click in the form header, and select ConfigureRelated Lists.
   2. Locate the Departments item in the Available box and move it to the Selected box.
   3. Select Save.
   {#t_CreateBusinessUnits__ol_k5h_xgh_h2c}