Add a business unit to a business process

task australia Updated Sep 10, 2026 1 min read eaw-add-business-unit-to-business-process.md
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Add an existing business unit to a business process in Enterprise Architecture Workspace, or create a business unit directly from the business process record.

Before you begin

Role required: sn_apm.apm_user along with cost_transparency_admin or cost_transparency_analyst or business_planner or user_admin

Note:

Starting with the Brazil release, Business Planner plugin and Business Planner role are being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Procedure

  1. Navigate to Workspaces > Enterprise Architecture Workspace.

  2. Open the Portfolio List view by selecting the Portfolio icon ([Omitted image "portfolio-icon.png"] Alt text:).

  3. Select the expand row icon ([Omitted image "ExpandIcon.png"] Alt text:) next to Business Architecture.

  4. Select Business Processes.

  5. Select the business process that you want to add a business unit to.

  6. Select the Related business units tab.

  7. Add a business unit using one of the following methods.

    • To add an existing business unit:
      1. Select Add.
      2. In the Add business unit window, search for and select the business unit.
      3. Select Add.
    • To create a business unit, select New and complete the fields on the form. For field descriptions, see Create a business unit form.

Result

The business unit appears in the Related business units related list.

Parent Topic:Manage business processes

Related topics

Remove a business unit from a business process

View all business processes

Keywords business unitbusiness processenterprise architecture
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