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1. Update a Organizational Area

1.1. Prerequisites

A user with administrator permissions, updates an existing Organizational Area.

1.2. How to

To update an Organizational Area within the Budget Management appfor Jira, follow these steps:

Table of Contents

1.2.1. From your admin section, on your left-hand side menu click on the cog (blue star) settings icon, this action will take you to the overview page.

1.2.2. On the left-hand side menu, click on Organizational Area, which will open the Organizational Area's panel list.

1.2.3. Choose the Organizational Area you wish to edit/update from the list by clicking on the "Edit/Update"(blue star) icon.

1.2.4. To update a new Organizational Area, make sure you fill in the mandatory fields and the necessary information.

1.2.5. Proceed by clicking on Update button.

Organizational area refers to a specific division, department, or section within an organization that focuses on a particular function, project, or aspect of the business. It helps structure and organize an organization's activities and resources based on specific goals or functions.

1.3. Constraints

When it comes to updating a Organizational Area , there are a few important considerations.

1.3.1. If you forget to fill in a required field, you won't be able to successfully update an Organizational Area.

1.3.2. Please note that the Organizational Area type field is mandatory on the update Organizational Area form.

1.3.3. Additionally, not having the necessary permissions will prevent you from successfully updating an Organizational Area.

1.3.4. Similarly, if you try to update a Organizational Area with a name that has already been used, the Organizational Area won't be updated successfully.

1.4. Issues that may arise

When you're attempting to update an Organizational Area, there are a couple of potential issues that might come up.

1.4.1. If you lack administrator permission to edit/update Organizational Area, you won't be able to proceed.

1.4.2. Additionally, if you forget to fill in the necessary fields, an error message will be displayed.

1.4.3. If you attempt to update a Organizational Area using a name that’s already in use, the Organizational Area won't be successfully updated.