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1. Create a

Organizational Area

Group

1.1. Prerequisites

A user with administrator permissions, creates a new Organizational AreaGroup.

1.2. How to

To create an Organizational Area Group within the Budget Management for 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 Group, which will open the Organizational AreaGroup's panel list.

1.2.3. Click on the Create a New Organizational AreaGroup button in the upper right corner; this action will open the panel to create a new Organizational AreaGroup.

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

Organizational area Group 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.

1.2.5. Proceed by clicking on “Create” button.

1.3. Constraints

When it comes to creating a Organizational Area Group, 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 create an Organizational AreaGroup.

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

1.3.3. Additionally, not having the necessary permissions will prevent you from successfully creating a Organizational AreaGroup.

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

1.4. Issues that may arise

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

1.4.1. If you lack administrator permission to create Categories, you won't be able to proceed with Organizational Area Group creation.

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 create a Organizational Area Group using a name that’s already in use, the Organizational Area Group won't be successfully created.