Workspaces and parent lines

When you build out your workspace hierarchy, you will come across two types of hierarchy elements: workspaces and parent lines. 

  • Workspaces should be organized around what you deliver to your customers or users.
  • Parent lines are a way for you to organize your workspaces into families, suites, or groups. Parent lines can also represent any level in your organization, such as business units, divisions, and your company. Therefore, a parent line can contain other parent lines and workspaces.

You must be an Aha! administrator with customization permissions to configure workspaces and parent lines.

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Configuring your workspace hierarchy

Setting the right hierarchy is important if you want easy navigation or to set up more sophisticated user permissions. But it is especially important for rolling up strategy from the workspace all the way up to the company level.

Before configuring workspaces or parent lines, we recommend you read through how to add your workspaces in Aha! and review the Aha! data model for product management to ensure you are setting the right hierarchy.

You can start by setting up either workspaces or parent lines under Settings ⚙️ > Account > Configure workspaces. You can rearrange your groupings at any time. You can adjust your workspace hierarchy by creating a parent line and then selecting which workspaces belong to it. Or you can select a workspace and choose which parent line it belongs to.

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Configure workspaces

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

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Configure parent lines

  1. Click on the Add dropdown, then Add parent line
  2. Select the parent line it belongs to (if one exists).
  3. Enter a name, type, optional description, and prefix.
  4. Add any child workspaces or parent lines (if they exist). Then click Create parent line.

Note: Parent lines with equivalent types will be grouped on equivalent levels of the hierarchy report. A parent line also inherits its terminology in the top-level navigation menu from its type.

  • It may be helpful to select consistent parent line type nomenclature across your Aha! account before you start creating parent lines. (For example: "Company > Division > Subdivision > Workspace" or "Organization > Team > Group > Workspace".) You can also edit this field at any time if your account's nomenclature needs to change. 
  • There are situations where you might want to have inconsistent nomenclature in your account — if you want to ensure that no one will be able to accidentally report on one workspace's initiatives under a different parent line's goals, for example. 

Remember that once you create a workspace hierarchy, you can select which workspace or parent line you are going to work on from the dropdown menu at the top-left of the Aha! navigation. 

This dropdown allows you to expand or collapse parent lines, type to search for a specific workspace, and also saves the three most recent workspaces you have viewed for faster access.

aha-portfolio-roadmap-product-hierarchy.png

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Create your overall workspace structure

With workspaces and parent lines, you will create an overall structure representing your offerings and how they are related to one another for your customers and within your company.

Often your workspaces 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 workspace structure that considers these relationships, your roadmaps at every level of detail can be made easily from the day-to-day work that is already being done.

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