Entity Management

All projects are attached to an Entity. Small organizations may create only a single entity under which all projects exist. Within large organizations, the number of projects under a single entity tends to become unwieldy.

To resolve this issue, we allow organizations to create entities that reflect the hierarchical structure of their teams. When you log in, you are automatically dropped into your default business unit entity. From here, you can access all of the projects you are authorized to view, as shown below.

Adding an Entity

Adding a new Entity to your entity tree can be accomplished using the Entity Manager. The Entity Manager can be found under the Admin link on the top menu bar.

By default, only the root Entities are displayed, which are those directly attached to the organization. However, you may open each to display the entire Entity tree.

Selecting an Entity from the Entity Tree provides you with the ability to add a child Entity. Click "Add Entity" and, from the provided dialogue, enter the child Entity name and type and click "Save."

The new Child entity will appear in the Entity tree.

Renaming an Entity

Select the Entity you wish to rename from the Entity tree on the left. The Entity information will appear on the right and be edited accordingly. Renaming your Entity will not change the EntityID.

Removing an Entity

You may remove an Entity if it meets the following criteria:

1. The Entity has no child Entities

2. The Entity has no projects