Configure products and product lines in Aha!

You must be an Admin to configure products and product lines in Aha! 

Products are organized around what you deliver to your customers or users. Product lines are a way for you to organize your products into families, suites, groups, etc. They can also represent any level in your organization such as business units, divisions, and your company. Therefore, a product line can contain other product lines and products. 

Creating hierarchy is important if you want to ease navigation, set up more sophisticated user permissions, and roll up strategy from product all the way up to company level.

Before configuring products or product lines, we recommend you read through how to add your products in Aha! and The Aha! data model to ensure you have planned the structure and hierarchy that will make you successful.

You can start by setting up either products or product lines under Settings -> Account -> Configure product lines (you can rearrange your groupings at any time). You can add hierarchy by creating a product line and then selecting which products belong to it. Or, you can select a product and choose which product line it belongs to.

Configure products

  1. Click on Add Product.
  2. Select the product line to which it belongs (if one exists).
  3. Enter a product name, optional description, and prefix. Then, click Create Product.

Configure product lines

  1. Click on Add Product Line.
  2. Select the product line to which it belongs (if one exists).
  3. Enter a product name, optional description, and prefix.
  4. Add any child products or product lines (if they exist). Then Click Create Product Line.

Remember that once you create a product hierarchy, the drop-down product list will allow allow you to select which product or product line you are going to work on when you are using the tabs at the top of the screen. This drop-down allows you to expand or collapse product lines, search for a specific product, and also saves the three most recent products you have viewed for faster access.

Putting together your overall product structure

With products and product lines, you'll create an overall structure representing your offerings and how they related to one another for your customers and within your company. Often your products have technical components, or are part of a bundled or larger solution, or may even be more of a platform of capabilities to benefit the entire portfolio. When you create a product structure that considers these relationships, your roadmaps at every level of detail can be made easily from the day-to-day work that's already being done.

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