Business Unit Management Tool
Learn about the Business Unit Management Tool (BUMT).
The Business Unit Management Tool (BUMT) works in conjunction with ShipIt to grant and manage certain roles.
Each department identifies a BUMT Administrator who is responsible for managing and maintaining the BUMT on behalf of their department. To request a new BUMT Administrator, complete the Delegation of Authority (PDF) form and complete the BUMT training available in the UC Learning Center.
The following can be granted and managed in the BUMT:
- ShipIt Campus Shipper Role
It is the responsibility of the department to ensure that a new BUMT Administrator
Shopper and Admin Roles Column
Welcome screen of the BUMT:
1. Edit Roles
Find the Edit Roles link in the Shopper and Admin Roles column on the homepage of the BUMT.
This link leads to the Roles Overview for Department screen that will list all granted roles. Use the Available Actions menu on the top right of this screen to link to other information about the department.
2. Add or Edit Roles
Add/Edit Shopper and Admin Roles is the second link in the Available Actions menu. You can view and grant the 'Campus Shipper' role to users in your department. Type in the name of the person who will be receiving the role (last name, first name) in the Search for People to Add box.
A window will pop open, asking you to select the person's name and then you will be able to grant them one of the following role:
- Campus Shipper
3. View codes
View Associated PPS/Department Codes is the third link in the Available Actions menu. This will display the payroll/ PPS department codes and names associated with this department in the BUMT.
4.Additional information
View Other Department Info is the fourth link in the Available Actions menu. This will display information about the department, such as the name and when it was last modified.
Approvers and IFOP Column
1. Edit business units
Find the Edit Business Units link in the Approvers and IFOP column on the homepage of the BUMT.
This link leads to a screen listing all of the Business Units that have been created under your department. This is also where you can create a new Business Unit, or delete one. If you need to edit an existing Business Unit, click the 'Edit' link associated to the Business Unit:
2.Overview screen
You will land on the Business Unit Overview screen that will display the delegated Approver Roles and the Accounting Definitions associated to the Business Unit (i.e. the Fund, the Organization, the Project, and/or the Index). Find the Available Actions menu on the top right of this screen with links to other information about the business unit.
3. Add and edit approvers
Add/Edit Approvers for this Business Unit is the second link in the Available Actions menu. View and grant the different approver roles to users in your department. Type in the name of the person who will be receiving the role (last name, first name) in the Search for People to Add box
A window will pop open, asking you to select the person's name and then you will be able to grant them one of the following roles:
- Marketplace Approver Roles (Approver $0-$2499, Approver $2500-$4999, Approver $5000 - Above)
- MyPayments Approver
4. Add and edit COA
Add/Edit COA is the third link in the Available Actions menu. View and configure the accounting definitions (by Organization, by Fund Organization, by Project):
5. Rename business unit
Rename this Business Unit is the fourth link in the Available Actions menu. View information about the Business Unit including its name and the last date it was modified:
Search
The BUMT also has a 'Search' button on the homepage that allows you to:
- Search for an index to see if it has already been added to a Business Unit, and to see which Business Unit it resides in
- Search for an individual to see what roles have already been granted to them
- View everyone who has been granted certain roles in the BUMT
