Organization Structure

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:

  1. Company.
  2. Division.
  3. Department.
  4. Team.
  5. Sub-Team.

Pre-requisite

To be able to create and manage an Organization Structure, you must have ‘Access Organization Setup’ User Permission.

Settings > Organization Structure

Add Portfolio Association

To add a Portfolio Association:

  1. Navigate to the ‘Organization Structure’ page.
  2. Select a parent Portfolio Association.
  3. Click .
  1. On the ‘Add organization for’ dialog, enter the Organization Name.
  2. Select a Director from the drop-down.
  3. 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:

  1. On the ‘Organization Structure’ page select the Portfolio Association that you want to edit.
  2. Click .
  3. On the ‘Edit organization’ dialog edit the Organization Name.
  4. Select a Director from the drop-down.
  5. 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:

  1. On the ‘Organization Structure’ page select the Portfolio Association that you want to delete.
  2. Click .
  3. 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 .

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