Hierarchy

The Hierarchy feature lets you organize your company structure for accurate cost allocation and reporting.

Understanding Hierarchy

CloudAct uses N-level configurable hierarchy codes to model your organization:

Organization
└── C-Suite
    └── Business Unit
        └── Function

Hierarchy Levels

Each level uses a 6-field model: entity_id, entity_name, level_code, path, path_names, and validated_at.

Accessing Hierarchy

Click Org Hierarchy under Manage in the sidebar. The sub-menu shows Hierarchy Tree, C-Suite, Business Units, and Functions.

Managing C-Suite Divisions

Creating a C-Suite Division

1. Click Add C-Suite Division
2. Enter division details:
   • Name - Division name
   • Owner - Division head (optional)
   • Description - Brief description
3. Click Save

Editing a C-Suite Division

1. Click the edit icon next to the division
2. Update the details
3. Click Save

Deleting a C-Suite Division

1. Remove all business units from the division
2. Click the delete icon
3. Confirm deletion

Managing Business Units

Creating a Business Unit

1. Click Add Business Unit under a C-Suite division
2. Enter business unit details:
   • Name - Business unit name
   • Parent C-Suite - Select C-Suite division
   • Owner - Business unit lead (optional)
   • Description - Brief description
3. Click Save

Moving Business Units

Business units can be moved between C-Suite divisions:

1. Edit the business unit
2. Change the Parent C-Suite
3. Save changes

Managing Functions

Creating a Function

1. Click Add Function under a business unit
2. Enter function details:
   • Name - Function name
   • Parent Business Unit - Select business unit
   • Owner - Function lead (optional)
   • Description - Brief description
3. Click Save

Cost Allocation

Assigning Costs

When creating subscriptions or integrations, assign them to hierarchy:

1. C-Suite - Allocate to entire division
2. Business Unit - Allocate to specific business unit
3. Function - Allocate to individual function

Viewing Costs by Hierarchy

In Cost Analytics, filter by:

• C-Suite
• Business Unit
• Function

This enables:

• Chargeback reporting
• Budget tracking by unit
• Cost center analysis

Import/Export

Importing Hierarchy

Bulk import from CSV:

1. Click Import
2. Upload CSV file with format:

level_code,entity_id,entity_name,parent_id,owner_email,description
c_suite,CSUITE-001,Engineering,,,Engineering division
business_unit,BU-001,Platform,CSUITE-001,,Platform business unit
function,FUNC-001,Backend,BU-001,,Backend function

3. Review and confirm

Exporting Hierarchy

Export your hierarchy structure:

1. Click Export
2. Download CSV file
3. Use for backup or external reporting

Best Practices

1. Mirror your org chart - Hierarchy should reflect actual business structure
2. Assign owners - Every level should have an accountable owner
3. Keep it simple - Don't over-complicate with too many levels
4. Review quarterly - Update hierarchy as organization changes