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Creating a Hierarchy

The Advanced Model hierarchy can consist of many levels, groups, and management units, letting you design a structure that reflects how your organization works — layers for strategic themes, business units, regions, or any other way of organizing initiatives.

Define your hierarchy once you've created all the initiative classifications you need.

Sketch your hierarchy first — on paper, a whiteboard, or in a flowchart app — to reduce how much reconfiguration is needed later.
A hierarchy showing how different initiative classifications can be used to define a strategy.
A hierarchy showing how different initiative classifications can be used to define a strategy.

Enabling items for the hierarchy

Before you can add initiatives to the hierarchy, the classification you want to use needs to be allowed on the level above it.

For example, the "Site" classification needs to be allowed on the "Region" classification.

Note — you need Full Admin, or an Admin Role with Update permission on Classifications, to do this.
  1. Navigate to the Administration section.
    The Administration section.
    The Administration section.
  2. Select Classifications from the side menu.
    The Classifications option in the side menu.
    The Classifications option in the side menu.
  3. Scroll to the Initiative Classifications section.
    The Initiative Classifications section.
    The Initiative Classifications section.
  4. Click Edit next to the classification you want to add allowed classifications to.
    The Edit button next to a classification.
    The Edit button next to a classification.
  5. On the General Configuration tab, find the option Allowed Initiative Classifications.
    The Allowed Initiative Classifications option.
    The Allowed Initiative Classifications option.
  6. Add each initiative classification you want to allow.
    Adding an allowed initiative classification.
    Adding an allowed initiative classification.
  7. Once you're done, click Save at the bottom of the page.
    The Save button.
    The Save button.

Adding items to the hierarchy

With all of your classifications created and configured, you can begin creating your hierarchy.

  1. Navigate to the item you want to add a new item under.
    An item in the hierarchy.
    An item in the hierarchy.
  2. Click the Create button in the side panel.
    The Create button in the side panel.
    The Create button in the side panel.
  3. Select Initiative from the menu, under the correct section — for example, under Enterprise to create a new initiative for the Enterprise.
    The Initiative option in the Create menu.
    The Initiative option in the Create menu.
  4. Fill out the Create a new Initiative form.
    The Create a new Initiative form.
    The Create a new Initiative form.
  5. Click Create to add the item to the hierarchy.
  6. Check the hierarchy to see that your new item has been added correctly.
    The new item shown in the hierarchy.
    The new item shown in the hierarchy.
  7. Continue this process until your hierarchy is complete.
    A completed hierarchy.
    A completed hierarchy.