Create a portfolio hierarchy

A workspace typically represents what you build and deliver to customers. It is what your customers buy or what your internal stakeholders use.

Please keep in mind:

  • Workspaces are used to set strategy, plan releases, capture ideas, and add features.

  • Parent lines are used to set strategy and create hierarchy by grouping workspaces together.

No matter how many divisions, groups, and workspaces you have, Aha! allows you to build the hierarchy you need. It also gives your unique teams their own workspace.

We automatically use your account name to create a top-level entity. This helps to create a nested portfolio structure to organize your data. It is also useful to set strategy at the top level and link it to work done in the individual workspaces. This makes it easy to have corporate-level goals and workspace-level initiatives that tie to them.

You can set up the right hierarchy for your company by doing the following:

  • Under the top-level entity, you should add parent lines to represent the various divisions and groups across your company.

  • Next, you will want to add the individual workspaces under their parent lines by name.

Create your parent lines from Settings ⚙️→ Account → Configure workspaces. You will need to be an administrator with customization privileges to adjust your workspace hierarchy.

  1. Click on Add parent line.

  2. Select the parent line to which it belongs (if one exists).

  3. Enter a parent line name, label, optional description, and prefix.

  4. If you have already added workspaces, select those which should be included within this parent line. Then, click Create parent line.

Note: Parent lines with equivalent Labels will be grouped on equivalent levels of the hierarchy report. A parent line also inherits its terminology in the top level navigation menu from its label.

  • It may be helpful to select consistent label nomenclature across your Aha! account before you start creating parent lines (for example, "Company → Division → Subdivision → workspace," or "Organization → Team → Group → workspace"). You can also edit this field at any time if your account's nomenclature needs to change.

  • There are situations where you might want to have inconsistent nomenclature in your account — if you want to ensure that no one will be able to accidentally report on one workspace's initiatives under a different parent line's goals, for example.

Next, add your workspaces.

  1. Click on Add workspace.

  2. Select the parent line to which it belongs (if one exists).

  3. Enter a workspace name, optional description, and prefix. Then, click Create workspace.

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After you add your parent lines and individual workspaces, you will see them available in the navigation. Remember that you and other users are not able to edit or delete workspaces that you do not have permissions for.

In settings, navigate to Settings ⚙️→ Account → Users to edit permissions. You will need to be an administrator with billing permissions to do this.

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If you only have one workspace or just a few, read these articles for setting up a single workspace or multiple workspaces.

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