Organizational units (aka Org Units) allow users to assign one or more categorizations to a contract. Org Units (i.e., categories or tags) help users search for contracts in the dashboard or find precedent. For example:
- Sales Department
- Supply Chain
- RBH Business Line
- Contracts over $100k
When a contract is open, organizational units can be added to contracts in the info pane (click here to learn how to add Org Units to a contract). Users can create new org units in this info tab.
Users shouldn't use org units to define Contract Types. Click here to learn how to manage Contract Types.