An alternate hierarchy is separate from the default organization and project hierarchy in InEight Platform. You can set up an alternate hierarchy when you need to share templates and user permissions across projects that do not follow the default hierarchy. For example, if your default hierarchy is organized into legal entities for financial reporting purposes, you can create an alternate hierarchy based on project locations. A project in the infrastructure division might need to share templates and user permissions with a project in the Energy division because both are in the Western region.
To set up an alternate hierarchy, you must perform the following steps:
Define hierarchy attributes in Platform.
Associate hierarchy attributes at the project level with other projects or organizations.
Extend templates and user permissions between future child projects or organizations via hierarchy attributes in Completions organization settings.
You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.
To navigate to Alternate hierarchy, see steps to access organization level settings in Settings overview.
From the Main menu, go to organization > Settings. The organization's Home Page opens.
Click the General icon on the left navigation menu, and then click the Attribute Definitions tab.
Click the Add icon. The Add attribute side panel opens.
Enter the required fields.
For hierarchy purposes, the Data type field is most often set to text or data. When the type is set to Data, you must select a data source.
In a location-based hierarchy example, an attribute might be named Region, Data type set to Data, Data source set to Organization, and Category set to Location, which lets you associate organizations with regions.
From the Main menu, go to All projects & organizations.
Select the check box next to the project, and then click the Edit project icon.
Select the Attributes tab. For each attribute you want to associate, select an organization from its drop-down list or enter a project ID in its field, depending on the attribute’s data source.
Click Save.
In a location-based hierarchy example, you might associate an attribute named Region with an organization that represents the Western region. If you set this association in a project in the infrastructure division of your default hierarchy, you are saying that project is also part of the Western region in an alternate location-based hierarchy.
On the Module summary tab, click Alternate hierarchy under Configurations. The Alternate hierarchy dialog box opens.
Select attributes from the drop-down lists for user permissions and template associations.
User permissions and template associations are applied to all future child organizations or projects of the attributes you select. If you remove the attributes, the associations themselves are not removed.
In the example of a location-based hierarchy, if you add the Region attribute to these fields, for projects that are both associated with the Western region, templates and user permissions will be automatically assigned to users in future children of the Western region organization.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information
