Displaying Portfolio Hierarchy Navigator
To view information across different levels within Accolade, you can use the portfolio hierarchy navigator. With this setting enabled, you can go up or down in the portfolio hierarchy and view projects that are related to each other (such as child, parent, grandparent, etc.) at a glance.
To display the portfolio hierarchy navigator:
Note: This option is only possible if the following conditions are met: You have created a reference table for portfolio hierarchy levels, the project process model is in the reference table, and the project already has at least one existing relationship. If the project has no parents or children, the portfolio hierarchy navigator does not display.
- In any Accolade project that meets the above criteria, click
next to 
and 
in the upper right corner of the page. - Click Show Hierarchy to display the portfolio hierarchy navigator. This option is set to show hierarchy by default. You can hide the portfolio hierarchy navigator by following the above steps and selecting Hide Hierarchy.
To view the hierarchy board:
Note: This option is only available to users with the Planner role.
- In any Accolade project that meets the above criteria, click next to and in the upper right corner of the page.
- Click View Hierarchy Board to display parent-child relationships on the hierarchy board.
Hierarchy Breadcrumb Class Icons
In Accolade 17.0 and later, users have the option to display class icons in the Hierarchy Menu. Class icons enable users to easily distinguish between projects of the same name in different business units and access groups. Class icons are hidden by default.
To show or hide class icons on the Hierarchy Menu:
- Navigate to the Hierarchy Menu on the right of the screen.
- From the drop down menu, select either "Show Class Icons" if hidden, or "Hide Class Icons" if you wish to disable this feature.
Note: Because this is a user setting, it will be remembered even if the user logs out or the system is upgraded.