The Reporting groups feature plays a key role in setting 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 organisational 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 options.
You can add multiple reporting groups in your program. Every new reporting structure that you add is assigned a level below the previously added level, creating several levels in the virtual hierarchy.
While creating a project, the user must choose suitable reporting group options.
Even though they may represent different 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 to group their new project, the chosen group options will serve as positional attributes that identify the project's hierarchy.
You can locate project items like costs, and benefits can 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 displays 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.