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Planview Customer Success Center

Changing the Strategic Hierarchy View

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You are viewing content for Planview Enterprise One™ release – Portfolio and Resource Management.

How Do I Adjust the Strategic Hierarchy?

The strategic hierarchy is displayed when the Portfolio Manager tile is selected on the Strategy Portfolio View screen's ribbon. By adjusting the hierarchy, you can view only the rows you want to see.

           

example hierarchy you can adjust to help display only the rows you want to view

Example of the strategic hierarchy on the Strategy Portfolio View screen

           

Changing the Strategic Hierarchy Views

To change how the strategic hierarchy is displayed, use the buttons described in the following table. The buttons are located below the ribbon when the Portfolio Manager tile is selected on the Strategy Portfolio View screen.

Button Function Description
hierarchy view Hierarchy view Shows the entire hierarchy tree, which includes the parent levels of each strategic entity you can access through the selected portfolio, those strategic entities, and their associated work and outcomes. This screen shows the hierarchy view by default.
list view List view Shows a list from which you can select a particular level of the hierarchy to view.
group by button Group by attributes Shows a list that lets you filter the portfolio and focus the screen's data by business capabilities (if configured) or attributes (such as work status). The attributes available on the group list depend on the product's configuration.

           

NOTES

  • The Strategy Portfolio View screen includes the group list if an administrator configured the product to support users focusing on projects by business capabilities or another attribute (such as program benefits or status).
  • Clicking hierarchy view or  list view clears the group (group by button) setting.
  • On a configurable table tile, clicking the reset button sets the group list (group by button) to the structure by which the tile groups data by default and resets the column set list (the column set list button) to its default. If the column set is available on the screen, you can use it to summarize the screen's financial data.
  • Strategy Portfolio View screen preferences determine the depth at which the hierarchy displays associated entities on the hierarchy, list, and group views.

           

           

Dig Deeper

Keep the following business rules in mind while you focus the screen's data by attribute:

  • A % column is added to the screen unless the selected attribute is for a multi-select alternate structure an administrator configured to display as numerical values.

  • If a % column is added to the screen, percentage values of an attribute relevant to a multi-select alternate structure are applied as financial data is summarized. Data for an attribute relevant to a single-select alternate structure, however, is summarized without percentage values.  

  • The summarization ignores rows on which an attribute's percentage value is not set or is set to 0 (zero). 

           

           

Prerequisites (Why can't I adjust the hierarchy on the Strategy Portfolio View screen?)

If you can't switch views on the Strategy Portfolio View screen or focus its data by attribute, contact your administrator to ensure that the following prerequisites are met.

​​​​​​User Role Features

The following features must be enabled on your user role.

Enabled Global or System Options

Permissions

  • Read-only or read/write permissions to the relevant entities.

Additional Prerequisites

  • The availability of the Business Capabilities option on the group list requires that the Business Capabilities structure is defined.
  • Whether the group list includes an option relevant to a particular alternate structure depends on the configuration settings an administrator defines for that structure.

           

How Do I Adjust the Strategic Hierarchy?

The strategic hierarchy is displayed when the Portfolio Manager tile is selected on the Strategy Portfolio View screen's ribbon. By adjusting the hierarchy, you can view only the rows you want to see.

           

example hierarchy you can adjust to help display only the rows you want to view

Example of the strategic hierarchy on the Strategy Portfolio View screen

           

           

example hierarchy you can adjust to help display only the rows you want to view

Example of the strategic hierarchy on the Strategy Portfolio View screen

           

Changing the Strategic Hierarchy Views

The following table describes the elements that let you easily change the strategic hierarchy view on the Portfolio Manager tile of the Strategy Portfolio View screen.

Icon Name Description
Tree view Tree button Switches the screen to the Tree view. That view displays the entire hierarchy tree, which includes the parent levels of each strategic entity you can access through the selected portfolio, those strategic entities, and their associated work and outcomes. On the Strategy Portfolio View screen, the Portfolio Manager tile displays the strategic hierarchy in the Tree view by default
List view List button Switches the hierarchy to the List view, which lets you select a particular level of the hierarchy you want to view.
folder_blue_two-tone.png Group list Lets you filter the portfolio and focus the screen's data by business capabilities (if configured) or attributes (such as work status). The attributes available on the Group list depend on the application's configuration.

           

NOTES

  • The Strategy Portfolio View screen includes the Group list if an administrator configured the system to support users focusing on projects by business capabilities or another attribute (such as program benefits or status).
  • Clicking Tree or List clears the Group list's setting.
  • On a configurable table tile, clicking the reset button sets the Group list to the structure by which the tile groups data by default and resets the column set list (the column set list button) to its default. If the column set is available on the screen, you can use it to summarize the screen's financial data.
  • Strategy Portfolio View screen preferences determine the depth at which the hierarchy displays associated entities on the Tree, List, and Group views.

           

           

Dig Deeper

Keep the following business rules in mind while you focus the screen's data by attribute:

  • A % column is added to the screen unless the selected attribute is for a multi-select alternate structure an administrator configured to display as numerical values.

  • If a % column is added to the screen, percentage values of an attribute relevant to a multi-select alternate structure are applied as financial data is summarized. Data for an attribute relevant to a single-select alternate structure, however, is summarized without percentage values.  

  • The summarization ignores rows on which an attribute's percentage value is not set or is set to 0 (zero). 

           

           

Switching from the Tree View to List View

To switch the strategic hierarchy from the Tree view to List view:

  2. Click the Portfolio Manager tile. If the ribbon does not include the tile, add it.
  3. To switch to the List view, click List  and then select the level you want to appear.

               

    TIP

    • To switch from the List view to the Tree view, click Tree.

    • When viewing information using the Tree view, you can click chevron_down_gray.pngthe collapse button, which displays as a right arrow tilted downward collapse button (plus sign) in the Name column header to collapse the hierarchy to display only parent-level entities. Likewise, you can click chevron_right_gray.pngthe expand button, which displays as a right arrow to expand the entire hierarchy. Pressing Ctrl while clicking chevron_down_gray.pngthe collapse button, which displays as a right arrow tilted downward collapse button (plus sign) in the Name column header expands the hierarchy by one level; pressing Ctrl+Shift while clicking this button collapses the hierarchy by one level. 

               

           

           

Focusing the Screen's Data by Attribute

To focus data by attribute on the Strategy Portfolio View screen:

  2. If necessary, click a table tile an administrator configured to support grouping data by the attribute by which you want to focus. If the tile doesn't appear on the ribbon, add the tile.

  3. On the Group list, click the attribute.

    Your system's configuration determines which options are available on the list. The list includes the Business Capabilities option if the Business Capabilities structure is defined. The list also includes an option for any alternate structure an administrator enabled to display data only at PPL. In addition, the displayed hierarchy is replaced by the alternate structure's values and the type of entities (such as, programs and projects) supporting those values. The following figure can help you understand how the hierarchy displayed in the Group differs from the hierarchy displayed in the Tree view.

               

    NOTE

    If the screen is displaying financial data in the Group view, financials are summarized across attributes to give you up-to-date totals for cost, benefit, and effort by each value. Summarization of financials in the Tree view, however, depends on the application and screen's configuration. 

               

           

    example showing the hierarchy and financial data differences between the Tree view and the Group view

    Example of hierarchy display differences between the Tree view and the Group view

               

               

    example hierarchy and financial data display in the Tree view versus the hierarchy and financial data display in the Group view

    Example of hierarchy display differences between the Tree view and the Group view

               

Watch and Learn

           

           

Prerequisites (Why can't I adjust the hierarchy on the Strategy Portfolio View screen?)

If you can't switch views on the Strategy Portfolio View screen or focus its data by attribute, contact your administrator to ensure that the following prerequisites are met.

​​​​​​User Role Features

The following features must be enabled on your user role.

Enabled Global or System Options

Grants

  • Read-only or read/write grants to the relevant entities.

Additional Prerequisites

  • The availability of the Business Capabilities option on the group list requires that the Business Capabilities structure is defined.
  • Whether the group list includes an option relevant to a particular alternate structure depends on the configuration settings an administrator defines for that structure.