In This Article
Setting Up the Organisational Structure
Overview
A user will be required to have permission to own and manage Organisation Structures. This can be done under Administration > Users > then assign the required roles and save (Create and Edit User)
Note: This article is for CI instance users. PMO instance users may refer to this article instead: Portfolio Overview
Setting Up the Organisational Structure
To set up the Organisational Structure, follow the below steps:
- On the ribbon tab, click Administration. If the Administration tab does not appear on your ribbon, click on the drop down menu under More on the ribbon and select Administration from the list.
- Under the General section, click Organisational Structure and you will be presented with an overview page. (This overview page appears after a new root has been created).
On this screen, you can enter the Code, Name, Owner, the appropriate Idea and KPI Sequence, a desired Icon as well as the Parent object which the child object will be built under. Once all the relevant details have been entered, click the Save button on the top right of the Add Child screen.
Displays all the parent and child roots within the organisational structure
Displays the relevant details of the site such as Name, Type, Access, etc 
Configure the settings of the organisational structure which is displayed as follows: 
Click on the button to create a child root for the structure 
Note: You can have multiple children under one parent and they will all appear at the bottom of the page, displaying which parent (Parent Root Name) they belong to.