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 different Marketplace and Cross-Application 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 Shopper Roles (Index-Informed Shopper, Department Buyer-500, Department Buyer-2500, Department Buyer-5000)
- Department Head (Applies to Marketplace and MyPayments)
- Attachment Viewer (Applies to ECManager, MyEvents, MyTravel)
- Attachment Administrator (Applies to ECManager, MyEvents, MyTravel)
- BUMT Administrator (View Only)
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.
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 Marketplace Approver and MyPayments 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 Marketplace and Cross-Application 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 indexes
Add/Edit Indexes included in this Business Unit is the third link in the Available Actions menu. View and configure the accounting definitions (by Organization, by Fund Organization, by Project, and/or by Index):
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:
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
