Kahua allows you to structure your domain to best fit your organization's structure. Data is organized using a ‘partition’ structure.
Any configurations or security settings done at the top level inherit down to lower levels until that inheritance is broken by different configurations or security at a lower level.
Key drivers for various partition levels may include: Security, Configurations, Browse/navigation preferences & use of a Program structure. For example, if the company is organized by region, you can setup different regional partitions in Kahua to organize and categorize your projects. See below example.
Important Kahua Terminology to know before creating your project structure:
Domain - A domain within Kahua is your company’s ‘site’ within Kahua. All the projects sit on this one domain, and all users for your company (regardless of their office) are users within this domain.
Partition - A partition is a division within your domain. Multiple partitions (at a few or many levels) can be created in your domain. Partitions are used to compartmentalize your company’s projects in Kahua. Note that partitions also may be used to ensure users only receive permission to view or manage projects within a certain ‘partition’ – partitions may be regions, project types, etc. depending on what makes most sense for your company.
Project - A project is a single entity in the hierarchy and is usually nested within a partition
Template – Project templates allow users to quickly replicate project details such as File Manager folder structure, Milestones, etc. when creating new projects. See the sections on creating a project, and templatizing Work Breakdown structure, Milestones or Folder Structure for more detail.
- To setup your project structure, click on the Project Finder.
- Click New to add a partition.
- The Project Location is the partition in which the current partition or project you are creating will nestle under.
- Use the arrows available to select the appropriate location in the hierarchy structure. Then click Next.
- You have an option to create a Blank Project or create from a Template. To create a partition, check the option to Create Blank Template. Click Next. See section on Templatizing a Project should you desire to create a project from template here.
- Enter the appropriate details. Below are several fields that may need clarification.
- Partition Type – allows you to determine whether this partition is for Navigation (ex. East, Central, West), Program, Subprogram, Project, or Subproject.
- Record Type – enables you to select what this specific project is for. The options available are Project, Node, Template, Test, and Training.
- Number – by default will populate automatically with the next number but have the option to change or leave blank if not needed.
- After entering details, click Save. You will now see the new partition/project in the Project Finder.
- Repeat these steps until you have created a structure that fits the company, being careful to select the proper location to place your new partition during each new partition's creation process. If any partition or project detail needs to be edited in the future, select the pencil icon next to the partition/project name in the Project Finder.
Note: if you do not see the ‘New’ button in Project Finder, you do not have permission in that location to add a new project. All domain admins will certainly have this permission, if licensed accordingly.