Organization Page - Platinum-PMO-LLC/amigo-wiki GitHub Wiki
🏢 Organization Page
Overview of the Organization page layout and functionality in AMIGO
📖 Introduction
The Organization page is the top-level container in the AMIGO hierarchy. It represents the highest level of your organizational structure and serves as the parent for all portfolios, programs, and projects within your AMIGO instance.
🔗 Key Relationships
Organization (Top Level)
└── Portfolio
└── Program
└── Project
└── Deliverable
└── Work Package
The Organization is the root node that:
- Contains all portfolios within the organization
- Defines organizational-level settings and configurations
- Controls user access and visibility at the highest level
- Provides rollup metrics across all programs
📋 Page Layout Overview
Header Section
The Organization header displays:
| Element | Description |
|---|---|
| Organization Name | The name of your organization |
| Status | Active/Inactive status |
| Owner | The Salesforce user who owns the record |
| Created/Modified | Audit timestamps |
Detail Section
Key fields on the Organization record:
| Field | Description |
|---|---|
| Organization Type | B2B, Consulting, or Hybrid |
| Description | Detailed description of the organization |
| Industry | Industry classification |
| Website | Organization website URL |
| Contact Information | Primary contact details |
Related Lists
The Organization page includes the following related lists:
| Related List | Description |
|---|---|
| Portfolios | All portfolios within this organization |
| Programs | Programs rolled up from portfolios |
| Users | Users assigned to this organization |
| Stakeholder Groups | Stakeholder groups defined at org level |
| Insights & Accelerators | Org-level best practices |
| Notes & Attachments | Supporting documentation |
| Historical Comments | Audit trail of changes |
⚙️ Available Features
Organization Settings
Configure organization-level defaults:
- Default Methodology - Set the default methodology for new programs
- Approval Settings - Configure org-level approval workflows
- Notification Preferences - Set default notification rules
- Branding - Custom branding elements (if enabled)
User Management
Manage users at the organization level:
- Navigate to the Users related list
- Click New to add users to the organization
- Set user roles and permissions
- Configure access to child portfolios and programs
See How to Add Users for detailed instructions.
Portfolio Creation
Create new portfolios within the organization:
- Navigate to the Portfolios related list
- Click New Portfolio
- Fill in portfolio details
- Set parent organization (auto-populated)
- Save
Dashboard Access
Access organization-level dashboards:
- Program status rollup
- Resource utilization across all programs
- Financial summary across portfolios
- Risk and issue heat maps
💼 Business Usage
PMO Application
The Organization page serves as the command center for enterprise PMO activities:
- Executive Visibility: Single view of all program activity
- Resource Management: Cross-program resource allocation
- Governance: Organization-wide policies and standards
- Reporting: Consolidated metrics and KPIs
Common Use Cases
- Multi-Program Oversight: Manage multiple programs under one organization
- Consulting Firms: Separate client organizations within one AMIGO instance
- Enterprise PMO: Central governance across business units
Usage Types
| Type | Description | Use Case |
|---|---|---|
| B2B | Business-to-business | Internal enterprise PMO |
| Consulting | Service provider model | Consulting firms managing clients |
| Hybrid | Combined approach | Mixed internal/external programs |
🛡️ Security Considerations
Access Control
- Organization access is controlled by Salesforce sharing settings
- Users must be explicitly assigned to view organization records
- Child records (portfolios, programs) inherit organization security
Best Practices
- Limit Organization Owner to senior administrators
- Use sharing rules to grant broader access when needed
- Review organization access quarterly
📚 References
- Organization (Detail Page) - Detailed field reference
- Organization (Road Map) - Navigation guide
- Portfolio - Child portfolio details
- Administration - Platform administration
For organization setup assistance, contact your AMIGO Administrator.