This video demonstrates how to set up a project structure in the InEight suite.
The project structure helps you create a hierarchy of locations and assets for your project.
This hierarchy can be linked to processes in the innate suite of products. It lets your project team track progress, risks, and other important information at various project structure levels throughout your project's life cycle.
It is advisable as a project admin to plan your project hierarchy before creating one.
From the main menu, select all projects and organizations.
Choose a project.
The project homepage opens.
Scroll down, and select project structure.
The project structure definition window opens.
Click the drop down menu.
Here, we have a list of available project values.
In this example, let's define a basic structure selecting from the top level area.
Click the plus sign icon to add more levels.
Select system.
And add another level, subsystem.
There is a maximum limit of nine levels you can add.
When ready click publish, Once published, you cannot delete or modify your definition.
To accept, click, I understand.
View the project structure here.
We can add and assign the values for each project hierarchy level.
Click here to go to the project value page.
Select area as the parent project value.
Click the plus icon here, and the add window opens.
Fill in the required fields.
When done, click save.
Next, add system as the initial child project value level. Click the plus icon.
And the add window opens.
Fill in the required fields.
Click the assigned parents tab Then select area to assign as the parent project value.
Click save.
Next, let's add subsystem as the next child project value level.
Click the plus icon.
Fill in the required fields.
Click the assigned parents tab.
Select system to assign as the parent project value.
Then click save.
You can add and assign more parent and chime project value levels as needed.
Suppose
discipline and commodities are created from the master libraries and a part of the project structure.
In that case, you can assign the project values to a parent directly using the assigned disciplines and assigned commodities on the project value page.
Assigning parent child relation chips can only be performed directly in the application.
Another way to add data to project values is by importing from a spreadsheet.
In the project values page, Let's select subsystem as an example.
From the top right, Click the import icon here.
You can upload a premade spreadsheet for the subsystem project value level. Or if you do not have one, click here to download the template.
Click browse to select your subsystem data spreadsheet.
The spreadsheet contains additional data added to the project value categories.
When done, click import.
Refresh the web browser to see your imported subsystem project values.
Select subsystem to add project values and assign a parent and select system as the parent project value.
Then click save.
The project values also include external APIs for importing various types of external data, including master data. When done, click here to see the project structure you've updated.
You can also maintain a project structure by spreadsheet.
The spreadsheet helps classify parent child relationships, especially if your project structure is more detailed. Click the import icon here This opens the import project structure data window.
You can upload a predefined project structure on a spreadsheet exported from a project If this is your first setup, download the project structure template here.
Click browse.
This spreadsheet should include instructions on how to input the data. A hierarchy outlining the project structure and essential categories that have been established within the application.
When done, click import.
Well, that covers how to add a project structure to a project. Thanks for watching.
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