Business units and projects are master data used to classify risks and drive the portfolio filters.
6.1 Add a Business Unit
- Open Lookups → Business in the sidebar and click Add new.
- Enter the Title and complete the visible fields (industry, region, criticality, owner).
- Click Save. The new business unit appears in risk forms and portfolio filters.
6.2 Add a Project
- Open Lookups → Projects and click Add new.
- Enter the Title, select the linked Business, and complete the status, priority, type, and project manager fields.
- Click Save.
