Video tutorial:

Business Areas within Insight are areas within an organisation who may be impacted by a change. They are managed from within an Organisation in Insight. 

Business Areas are created using a ‘tree structure’ within Insight, to represent different levels within the organisation. 

Care should be taken when deleting Business Areas as they will typically be connected to a number of Stakeholders, Projects and Impacts. 

Within Business Areas you can:

  • create top level and sub Business Areas

  • change the name of Business Areas - you can do this using the Edit (Pencil) button next to the Business Area you wish to change.

  • delete Business Areas - you can do this using the Bin button next to the Business Area you wish to delete.

Create new Business Area

  1. Select MANAGE ORGANISATION

  2. Select Business Areas

  3. Select the + button

  4. Enter the name of the Business Area

  5. Select

Note: Business Areas in Insight are created using a ‘tree structure’

This step will create the top-level Business Areas using the blue + button

Create sub Business Area

If you want to create a grouping of Business Areas based on your top level organisation, you can do so using the + button in any existing Business Area.

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