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Creating your Organisation Structure

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Traditionally PiPware contained hardcoded hierarchy levels for Department, Subdepartment and Team. Users could configure their organisation hierarchy using a combination of these categories. The hierarchy created using the combination of these fields was used for several features in PiPware. 

The new Organisational Structure feature released now enables the creation of a full hierarchy in one place and is completely flexible to be set up according to your organisational structure. 

The depth of the hierarchy is currently limited to 3 levels

To edit the organisation hierarchy, your role must be configured with the Manage Organisational Structure permission.

Creating your Organisation Structure

To create an organisation hierarchy, click on More, navigate to Administration, scroll down to General section and click on Organisational Structure.

Note: if you cannot view the organisational structure on the More module, navigate to Portfolios then on Portfolio Management, click on the config icon to edit the structure. For more information, please see this article: Portfolio Configuration

The Organisational Structure page with the currently configured structure will display. If you are using a new PiPware account, the structure list will be empty (numbers 2 &  below).

Add your first hierarchy level by clicking on + Add Root.
The hierarchy you create will display in this left pane.
Hierarchy-level configuration options will display in this pane.

Create your organisation hierarchy by first creating a root node and then the required child nodes.

On the left side of the screen, you can view the Root and the Child node objects in the hierarchy. On the right side of the screen, enter the relevant hierarchy Code, Name of the hierarchy level, Owner of the organisational level, Idea and KPI sequence, any preferred Icon, the related Dashboard of object level, the applicable Parent level, the applicable Children levels, users that have access to this organisational level as well as any Inherited Access. Under the Children section, you can click on + Add to add a new child-level node.

* For information on how access works, see Access: How do PiPware permissions / access control work?

Remember to save after making changes.

Managing an Organisational Structure

Portfolio Configuration