Introduction
Organizations usually contain a number of departments, branches, workgroups, or individuals. These are represented as the organization structure. A Portfolio Association is a single level of an organization structure. This article provides an overview of steps to add and manage a Portfolio Association.
Organization Levels
You can create the following five levels of organization structure in Plutora:
- Company.
- Division.
- Department.
- Team.
- Sub-Team.
Pre-requisite
To be able to create and manage an Organization Structure, you must have ‘Access Organization Setup’ User Permission.

- On the ‘Add organization for’ dialog, enter the Organization Name.
- Select a Director from the drop-down.
- Click
.
The system adds the new Organization. The Organization structures can have up to five levels.
Edit a Portfolio Association
To edit a Portfolio Association:
- On the ‘Organization Structure’ page select the Portfolio Association that you want to edit.
- Click
.
- On the ‘Edit organization’ dialog edit the Organization Name.
- Select a Director from the drop-down.
- Click
.
The ‘Organization Structure’ page is back to display with the updates made.
Delete a Portfolio Association
Deleting a Portfolio Association does not delete it from Plutora. But it will not be available when adding new Releases, Systems, or Changes.
To delete a Portfolio Association:
- On the ‘Organization Structure’ page select the Portfolio Association that you want to delete.
- Click
.
- Click
on the confirmation prompt.
The system deletes the selected Portfolio Association.
More Information
While deleting a Portfolio Association, if the Organization has associated entities (Releases and so on) you will be asked to reassign the entities to another Organization.
In this case, select an Organization from the drop-down and then click .
