Show TOC

Function documentationWorking with Classification Hierarchies

 

This function enables you to display the bucket structure within a classification hierarchy. The buckets displayed depend on the classification hierarchy that you choose as the top level for display. You can choose the hierarchy in two ways, as follows:

  • Above the dashboard, the system displays the portfolio, classification hierarchy, or bucket that is already selected.

    • You can change the portfolio by choosing the Switch Portfolio pushbutton.

    • You can change the top level classification hierarchy or bucket in Portfolio Structure, by choosing the Switch Hierarchy/Bucket pushbutton.

  • The Classification Hierarchy list shows all the hierarchies that exist within the selected portfolio or classification hierarchy, together with all cross-portfolio classification hierarchies that exist at portfolio level.

To navigate to this function, choose Start of the navigation path Portfolio Management Next navigation step Classification Hierarchies End of the navigation path or choose Start of the navigation path Portfolio and Project Administration Next navigation step Classification Hierarchies End of the navigation path.

Features

Classification Hierarchies

Here, you can display the buckets within the classification hierarchy or parent bucket in a hierarchical format. You can display the Bucket Details screen. You can display the dashboards for items and initiatives attached to the bucket by choosing the Items/Initiatives pushbutton.

In Portfolio and Project Administration, you can create a new bucket directly beneath the portfolio, or a classification hierarchy or bucket.

Classification Hierarchies (Graphic)

Here, you can view the most important data of the buckets and the hierarchy displayed as a graphic. You can also display items and initiatives attached to the bucket.

More Information

Bucket Details