Prerequisite: this functionality is only allowed for users with a Functional Administrator role

Functional trees allow you to organize your metrics in a way that makes them easier to find. Metrics are stored in a tree, like a file explorer.

By default, the elements that make up a tree can be of two types:

You have the possibility to create more specific types. This way, you can add properties to them later on, which will help you when searching.

To manage the types of your tree structure, from the portal access the Referentials/ Functional tree menu.

Select the desired tree structure, then click on the star wheel.

The Tree View configuration screen is displayed. Click on the Types tab.

The screen that appears contains all the types in the tree structure.

By clicking on the + button you can define a new type.

The Metric type check box allows you to say whether this type should be a sub-level (such as a folder), or a metric category.

After clicking on Add, the new type appears in the drop-down list.

Note: By selecting a type, you can change its properties. Refer to the article on the subject for more details.

To delete a type, simply select it and click on the bin.

A confirmation message confirms the deletion.

Note: It is not possible to delete a type that is used in the tree structure.

Once your types are defined, they can be used in the tree structure.

Position yourself on the level in which you want to add an item, then click on the + button

A window appears, for you to choose the type of the new element. It contains the types set at tree level.

Select the type you want, then click on Add.

You will then be able to choose an ID and a Label. See the article on adding items to the tree for more details.