The Reporting groups feature plays a key role in helping you set up your Program-project hierarchy as it enables representing all other levels in the program within specific groups. In other words, it allows you to create a virtual hierarchy to group projects and other objects within your program.
You create a basic reporting structure by adding all your organizational subdivisions or functions as options under a name. For example, if you want to group 'HR', 'Accounts', 'Services' and 'Research' under 'Workstreams', you can create a reporting group named 'Workstreams' and create all of the above as the options.
You can add multiple reporting groups in your program. Every new reporting structure that you add is assigned a level below the one that was previously added, creating several levels in the virtual hierarchy.
When a project is created, users are required to choose the reporting group options it will fit into.
Even though they may represent separate logical levels in your program’s functional hierarchy, Amplify handles them as attributes associated with the projects.
The below screenshot shows a reporting structure configuration using the Reporting Groups feature.
When a Project Manager selects the reporting groups they want to group their new project under, the selected group options will serve as positional attributes that identify the project in the hierarchy.
This also means that the project items like costs, benefits etc can be located using the same attributes.
To create a reporting group:
- Navigate to the Program.
- From the hamburger menu, select Configuration.
The Configuration page opens. The Reporting tab is displayed by default.
- Click on the Add New button.
- Click in the box and type in the name of your group.
- Under Options, click on the Add new button to add the first group. Every reporting group must have at least one option.
- Click on the Save button.
You have now created the top-level structural grouping.
- To create a second level, click on the Add New button in front of the top-level group name.
You have now created a reporting group and its subgroup. The Reporting group selection fields will now be available on the New Project form so you will be able to assign the project to a specific reporting group while creating it.
The enterprise hierarchy will now display the project as illustrated in the screenshot below.