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Projects: Create a structure of entities

Overview

Creating Projects enables you to group legal entities to create overviews, such as geographical or jurisdictional ones. This provides a comprehensive understanding of the relationships between legal entities, ownership, and responsibilities.

Step-by-step

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Create a structure of entities

To create a project, several details need to be assigned, including a name, status, group affiliation (if applicable), activation status, current status, asset class (if applicable), and the corporate officer responsible for overseeing the project. On the second tab, you can then assign the entities that should be included in the project.

Structure Charts

Once the project is finalised, in the "Entities" section of the chart overview, you can view the ownership of each entity and the relationships between them. If custom colours for the different entity types were set up in the options, you can switch them on and highlight users if preferred.

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Overview

Create a structure of entities

Structure Charts

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