Administrative Help

Workspace Hierarchy Rules and Portfolio Tabs

When creating or editing a workspace type, you specify the hierarchy rules that apply to workspaces of the type. Hierarchy rules involve two different options (or groups of options):

Top-Level Workspace

If workspaces of the workspace type can exist without a parent workspace, meaning they can be added at the top-level of the workspace hierarchy, select This Workspace type can be a top-level Workspace.

Impact to Portfolio Tabs—This is required if you want to associate the workspace type with a portfolio tab. Only top-level workspace types can be associated with portfolio tabs.
Parent Workspace

If a workspace of the workspace type can be a parent of workspaces of other types, select This Workspace type can be a parent of the following Workspace types and then select the relevant workspace types. This is not the same as being a top-level workspace type.

Impact to Portfolio Tabs—The options you select here have no impact on whether or not you can associate the workspace type with a portfolio tab.