Overview

Purpose

The purpose of this document is to provide a basic administration reference guide to create and maintain a Project Hierarchy.  A Project in SolutionAmp can be broken into any number of lower level delivery components for the purposes of its planning and assurance. Examples of Project Hierarchy include:

• A Project is delivered in multiple tranches, with each tranche broken down in multiple capability releases.
• A Program is delivered via multiple related projects.
• A Project is delivering a complex solution comprised of multiple systems by separate teams and the planning and assurance of each team’s delivery needs to be done separately and consolidated at the Project level.

Pre-Requisites

This document assumes the following has been provisioned:

1. An Organisational Unit has been created.  For this guide, an Organisational Unit has been set up and named “Training Management”
2. An Assurance Unit (Project) has been created.  For this guide, an Assurance Unit (Project) has been set up and named “Project 1: Example Project”
3. In this guide, the "User" should be a Project Director and/or Project Manager that is tasked with planning and performing the project review.

Expected Outcomes

By the end of this document, the reader will be able to complete the functions of add, update, delete project components in a hierarchy.

Manage Hierarchy

• To manage the project’s hierarchy in the system, from the Home screen select the Plan tab. 
• Any number of project components can be added to a Project.  In this example, the Organisation Unit is Training Management and the Project is “Project 1: Example Project” 
• To manage the hierarchy, select the Options button and select Manage Hierarchy as shown below.

Add Assurance Unit Components (Projects)

To add a project component to the Project titled “Project 1: Example Project”, select the Show toggle as shown below.

Once selected, the Manage Assurance window will be displayed for our example project.  To add project components, select “Add Assurance Unit Components” as shown below.

Once selected, you will be presented with the Create Assurance Unit screen below. Enter Name = “Project 1.1: Training Software”, Description = “This Project is setup for training purposes” and select Create .

The new Project components will be shown under the Project 1: Example Project hierarchy.

Multiple layers can be created as part of the project hierarchy.  During the planning process the Program Director and/or Project Manager are to map out their program of work which is to undergo the Assurance reviews and structure these projects accordingly. 

For steps on how to set the phase for a review, refer to user guide "Set Phase for a Review". 

The example below demonstrates for our example Project, two components have been created; “Project 1.1: Training Software” and “Project 1.2: Training Infrastructure”.  In addition, two components have been created for “Project 1.2: Training Infrastructure” showing the delivery in two tranches labelled “Project 1.2.1: Tranche 1” and “Project 1.2.2: Tranche 2”.  Refer below. 

Edit Project within the Project Hierarchy

To update a Project within the project hierarchy, select the Pencil icon.  This will allow the Project Name and Project Description to be changed.

Delete Project

To delete a Project within the project hierarchy, select the Rubbish Bin icon. 

A confirmation message will be displayed.

To confirm and complete the deletion, select OK.