Hierarchy Configuration
PSknowHOW enables users to define different hierarchy levels that user may require to have to manage a project within. For example, an organization may follow below hierarchy level to manage a project:
Business Unit (Highest) → Account → Subaccount → Portfolio → Project (Lowest)
By default, PSknowHOW suggests 3 levels of hierarchy to create project. However, user has a flexibility to change the hierarchy levels based on the project hierarchy followed in respective organization with the help of database. The upper and lower limit of project hierarchy is 6 & 0 respectively.
Below are the steps to achieve the desired hierarchical level.
Step1
Go to database collection → open hierarchy_levels table
By default, user will see the following existing script
Default hierarchy_levels table
Application view
3. If user doesn’t want any level of hierarchy in respective project, user can clear the collection of above table and run the changes in database.
Good To Know
Hierarchy level label in the application will be determined by hierarchyLevelName in database.
It is highly recommended that user shall maintain uniform/same hierarchical level throughout one instance. In case if user opt to change existing hierarchical level, user shall delete the existing projects from the application UI, follow the Step 2 above and create desired hierarchy level.
Auto suggestions - when user creates a hierarchical level, he/she has an option to select certain suggestions on the dropdown and these would be fetched from hierarchy_level_suggestions table based on values stored in respective hierarchyLevelId. Please note that whenever we create new hierarchy on hierarchy_levels table the similar hierarchy shall replicate on hierarchy_level_suggestions table
hierarchy_levels table
hierarchy_level_suggestions table
Making Dashboard Dynamic
PSknowHOW allows user to create categories on Dashboard and reshuffle the KPI’s among them based on user’s convinience to use the application.