Business lines
Business lines are groups of related asset classes and workflows that link together your accounts, work, and assets. For example, a municipality's business lines could include Water, Wastewater, Stormwater, Gas, or Electric. All accounts, asset classes, and workflows require at least one business line.
Viewing business lines
The Business Lines page lists all business lines in your billing account, showing each one's name, sort order, and counts of associated accounts, workflows, asset classes, and assets. Select the Business Lines tile from the Landing Page or the navigation menu to access it. If you have a large number of business lines, enter any text in the search bar in the upper-right corner to filter the results.
Selecting any business line opens its details, where you can view and edit its configuration.
Security Rights Required: View Business Lines
Creating a business line
You can create a new business line at any time from the Business Lines page. To create a business line:
Select the Business Lines tile from the Landing Page or the navigation menu.
Select Create in the upper-right corner of the page.
Enter a name for the business line.
Configure any optional settings:
Exclusive: If selected, any account assigned to this business line cannot be assigned additional business lines.
Sort order: Determines the order the business line appears on the Business Lines page and elsewhere in Utility Cloud.
Roles: The security roles this business line is available to. If no role is selected, the business line is available to all roles.
Select Save.
Security Rights Required: View Business Lines; Create Business Lines
Editing a business line
You can edit any business line at any time from the Business Lines page. To edit a business line:
Select the Business Lines tile from the Landing Page or the navigation menu.
Select the business line you want to edit.
Update any of the business line's details.
Select Save.
Security Rights Required: View Business Lines; Edit Business Lines