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Resource hierarchy and organization

The hierarchical structure of resources in Avanteam allows you to organize them logically and consistently with your organization. This hierarchy facilitates management, reporting, and assignment of responsibilities.

Organizational hierarchy

Organization principles​

Organizational structure​

Resources can be organized along several axes:

  • By department: Linking resources to different departments in the organizational chart
  • By location: Geographic organization (site, building, floor)
  • By type: Functional categorization (rooms, vehicles, equipment)
  • By responsibility: Assignment to managers or supervisors

Department assignment​

Linking a resource to a department in the organizational chart offers several advantages:

Access control:

  • Limit the use of a resource to members of a specific department
  • Define reservation rights by department
  • Manage permissions centrally

Reporting and monitoring:

  • Generate reports by department
  • Track resource usage by department
  • Analyze costs by responsibility center

Delegated management:

  • Allow department managers to manage their own resources
  • Decentralize management while maintaining an overview
  • Facilitate validations and authorizations

Hierarchy configuration​

Define the structure​

To establish an effective resource hierarchy:

  1. Analyze needs: Identify how your organization uses its resources
  2. Choose axes: Determine relevant classification criteria
  3. Create categories: Define resource types and their properties
  4. Establish rules: Define who can create, modify, and use resources

Assign managers​

Each resource can have one or more managers:

  • Primary manager: Person in charge of overall management
  • Administrator: Person managing reservations and maintenance
  • Administrator: Person with modification rights

Use extended properties​

Extended properties allow you to enrich the hierarchy:

  • Location: Site, building, floor, room
  • Cost center: For internal billing
  • Business category: Classification according to your processes
  • Access level: Public, Restricted, Confidential

Integration with organizational chart​

Synchronization with organizational structure​

The resource hierarchy is based on the organizational chart:

  • Rights inheritance: Department members automatically access its resources
  • Movement management: During reorganization, resources follow their department
  • Consolidated view: Resource visualization in the organizational tree

Dynamic roles​

Organizational chart roles apply to resources:

  • Department manager: Automatic management of department resources
  • N+1: Automatic validation of reservation requests
  • Site manager: Overview of resources in their scope

Use cases​

Multi-building site organization​

Hierarchical structure:

Paris Site
├── Building A
│   ├── Floor 1
│   │   ├── Room A101 (Sales Department)
│   │   └── Room A102 (Marketing Department)
│   └── Floor 2
│       └── Room A201 (Management)
└── Building B
    └── Workshop (Production Department)

Fleet management​

Organization by department with properties:

  • Sales Department: 10 light vehicles
    • Property "Type": Sedan
    • Property "Assignment": Field sales staff
  • Logistics Department: 5 utility vehicles
    • Property "Type": Van
    • Property "Assignment": Deliveries

Shared equipment​

Resources shared between multiple departments:

  • Video conference room: Accessible to all
    • Property "Calendar": Mandatory reservation
    • Property "Manager": IT Department
  • Metrology laboratory: Restricted access
    • Property "Qualification": Qualified personnel only
    • Property "Manager": Quality Manager

Best practices​

Hierarchy design​

  • Simplicity: Avoid overly complex structures
  • Consistency: Align with existing organization
  • Scalability: Plan for future evolution
  • Documentation: Document organization rules

Maintenance​

  • Periodic review: Regularly check structure relevance
  • Updates: Synchronize with organizational changes
  • Cleanup: Remove obsolete resources
  • Audit: Check assignments and rights

Communication​

  • Training: Train resource managers
  • Documentation: Provide usage rules
  • Support: Designate domain specialists
  • Feedback: Collect user feedback to improve organization