Tiers & Business Drivers Configuration

Modified on Tue, 16 Jan at 2:06 PM

User roles:  ✔ Application Administrator   ✔ Project Administrator

Setting up project tiers and project business drivers help create clear agreement on the organization's critical business objectives. 

Project Tiers

A project tier typically refers to the level of priority, scale, or complexity assigned to a project within an organization. It's a way of categorizing projects to manage and allocate resources more effectively. 

For instance: 

  • Tier 1: These projects could be of the highest strategic importance, with significant investment and impact on the company's core objectives. They often require the most resources and executive attention. 
  • Tier 2: These might include projects important to operational success or departmental objectives but are secondary to Tier 1 projects in terms of scale or strategic impact. 
  • Tier 3: These projects are usually smaller in scope, may have a narrower impact, and typically require less investment and oversight. They could be pilot programs, departmental improvements, or routine upgrades. 

Project tiers help stakeholders quickly understand a project's relative importance and how it fits into the broader business strategy.

Business Drivers

Project business drivers are the underlying factors that motivate an organisation to initiate and execute a project. They are the strategic business objectives that a project aims to support or achieve, and they justify the investment in the project. Examples of business drivers include Revenue Growth, Cost Reduction, Regulatory Compliance, Innovation, Risk Management and more.

In this article we will explain how to set up tiers and business drivers. 

Setting up Tiers & Business Drivers

You can access the Tiers and Business Drivers page from the Administration Console. Locate the Project Settings section and select the Tiers and Business Drivers link.

You can use the Tier and Business Driver page to configure the tiers and business drivers to align to your organisations taxonomy.

Adding, Updating, and Deleting Items: 

To manage these configurations, follow these steps: 

  • To add a new item, select the tab you want to add an item for and click on the Add Item button. 
  • If you need to update an entry, click on the pencil icon next to that entry to make the necessary modifications. 
  • To delete an entry, click on the cross icon next to the entry you wish to remove.

Uploading Tiers & Business Drivers using Bulk Edit

You can use the bulk edit functionality to create, update or delete tiers and business drivers.


Select Export Tiers & Business Driver under the Tools menu to download the bulk edit file. The file will be empty if no tiers and business drivers have been set up. Make the required changes and upload the updated file by selecting the Upload Tiers & Business Driver menu option.

You can find the description of the file columns in the next section. 

Column description 

The tiers and business drivers excel file contains two tabs. 

Tiers tab

Column & TitleDescription
Tiers The name of the tier. 
ActiveWhether the tier is active in the system and can be used when setting up the metadata on a project. 

Business Drivers tab

Column & TitleDescription
DriverNameThe name of the business driver. 
LinkedTierThe name of the tier the business driver is linked to. Leave the value blank if the business driver can be used regardless of the tier value set to a project.

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