What is hierarchy view & how does it work?

Hierarchy view provides a quick view of alignments and key results associated with objectives at all levels. To navigate to this view, click on hierarchy on OKRs page.

UpRaise hierarchy view 

Objective alignments and KRs

Once alignments are done from alignment section on the objective detail page, you can view these alignments in a broader and better way from hierarchy view. You can see in the image below, Company Objective 1 receives a contribution from  Team objective 1 & Team objective 2. In turn, Team objective 1 is receiving a contribution from another objective at different levels i.e. Individual objective 1

You can also check associated KRs of objectives at different levels on hierarchy view. UpRaise has a filter on hierarchy view page that lets you decide if you want to see KRs of objectives in this view or want to hide them. For eg. If you have overall 100+ KRs in the system, then it becomes difficult to toggle between KRs and alignments, that is the reason we have given an option to filter this view. Once filtered, the system will remember that selection and when you come back hierarchy view page next time you will see the same filtered view on hierarchy view page.  

What type of filters can be applied for objectives on hierarchy view page

The search by filter lets you filter the view by objectives, owners and teams. Also, you make use of top company objective filter lets you see your top objectives based on their statuses. Objective cycle filter is to see your objective by each objective cycle. Showing or hiding key results, Jira issues within epics, number of subtasks within Jira issue or KR actions can be managed with show filter. Let us see all these filters one by one. 

Search by objective, owner or teams

First two filters are associated with each other. If you select search by objective, the other filter allows you to search a specific objective. If you search by owner, you can see alignment based on specific user's objectives. If you search by team, then objectives alignment can be seen based on a team's objectives.

Filter according to objective statuses

You can use the top company objectives filter to check objective alignments of different top company objectives in selected status/es. Just click on top company objectives field and check/uncheck one of the multiple statuses from the drop-down. You will see all the top objectives are reflected according to the objective statuses you have selected. 

The reason why this filter only applies to the top company objectives is - if we apply the same filter at all levels, it may end up hiding OKRs that do not match the filter. They are hidden just because at least one of the objectives in their hierarchy matches the status filters.

Show (key results contained in objectives) 

Over time, when you will have thousands of objectives in the system, the number of KRs will go up almost by three-five times a number of objectives. Hierarchy view becomes a bit difficult to handle and search for the exact alignment you want. That is why we have this filter called show which contains KRs as option to filter OKRs on this view.

When you remove key results option from the show field, the system will only show objective alignments according to applied filters.

How to identify alignments & KRs

When you have a lot of alignments & KRs you need to understand how to identify or differentiate these attributes of alignments. UpRaise makes it very simple for you by giving different symbols for it. You might have noticed on objectives & KR page that every objective level is differentiated with a special symbol that shows the first letter of OKR Level, Eg. I for Individual. objective detail page when you have multiple KRs added in an objective, those are defined with specific symbols. 

Objectives

In this way, I sign is for individual level objectives', T sign is for team level objectives & C sign is for company level objectives. With the help of these signs/symbols, you can identify which level of the objective is aligned with the other objective. (Highlighted in red the below image)

Key results

As shown in the below image, checkbox icon is for to do type key results, key icon is for metric type key results. These all same symbols/Icons will get displayed for objective alignments and key results associated with all objectives.

How to add new alignments from hierarchy view page

Just hover over the bottom right corner of the objective you want to add create an alignment with and you will see a '+ Icon'. Click on that '+ Icon' and create new alignment from the given popup same as you create one from objective detail page. At the moment you can only add receives contribution from alignment from hierarchy view. 

Other options

ZoomIn & ZoomOut

As shown in above images, you can zoom in and zoom out the hierarchy view. 

Expand the hierarchy of objectives 

This view also allows you to expand the objective alignment hierarchy towards top or bottom. When you mouse over on a specific objective allows you expand it by up and down arrows. When clicked on the arrow, alignment is expanded further. 

If there is/are any objective alignment/s above the search objective, you'd find and up arrow on mouseover which expands the upper alignments till the last aligned objective in the loop/alignment.