Set up project organization
Role: Project Manager π
Project Organization is the project's personnel hierarchy in AIPD. This structure defines who is responsible for what across three levels, helping the AI Agent correctly understand the permission context when generating documents and executing tasks.
The three levels in Project Organizationβ
Project
βββ Knowledge Owner (level 1 β manages knowledge & foundational documents)
β βββ Task Manager (level 2 β coordinates and assigns work)
β β βββ Task Executor (level 3 β executes tasks: BA, Dev, QA...)
β βββ Task Manager ...
βββ Knowledge Owner ...
| Level | Label | Typical roles |
|---|---|---|
| 1 | Knowledge Owner | Solution Architect, Tech Lead |
| 2 | Task Manager | Project Manager, Team Lead |
| 3 | Task Executor | Business Analyst, Developer, QA |
Step-by-step guideβ
In the sidebar, select Project Org under the Project Management group.
Select a projectβ
Click the "Project" dropdown in the top corner to select the project you want to configure.
View the organization chartβ
The screen shows the whole chart in three horizontal rows, one per level. Nodes are connected by animated lines. The number of nodes at each level is shown in the header badge.
- Click a node to highlight that node and its related connections.
- Toggle "All Connections / Focus Mode" in the top-right corner to switch between viewing all connections and only the connections of the selected node.
- Use the "Filter..." input at each level to filter nodes by name within that level.
Create and edit nodesβ
Double-click any node to open the edit modal:
| Field | Required | Notes |
|---|---|---|
| Node Name | Yes | Node name (e.g., John Doe, Backend Team) |
| Node Description | No | Short description of the role or responsibility |
| Node Level | Yes | Select: Knowledge Owner, Task Manager, Task Executor |
| Parent Node | No | Direct parent node (dropdown listing higher-level nodes) |
| Child Nodes | No | Direct child nodes (multi-select) |
Click "Save Changes" to apply. The connection lines in the chart are redrawn automatically.
Delete a node: hover over the node β click the trash icon ποΈ that appears in the corner β confirm.
Import the chart from Excelβ
When a personnel list and hierarchy are already available, use the import feature to create the entire chart quickly:
- Click the "Import" button in the top-right corner.
- Select a prepared
.xlsxor.xlsfile. - The system validates the file structure and checks for circular dependencies.
- If there is a conflict with existing data, an override confirmation dialog appears.
- Once the import succeeds, the chart reloads automatically.
Export the chart to Excelβ
Click the "Export" button β a {projectCode}_export.xlsx file is downloaded containing all nodes, names, descriptions, and hierarchical relationships.
Save changesβ
Every create/edit/delete action on the canvas is only a local change until you click "Save" (the green button in the top-right corner). An unsaved indicator appears when there are pending changes.
Set up Project Organization before generating any artifacts. This chart is the context the AI Agent uses to know who is requesting, who reviews, and who executes β it directly affects the quality of the output.
After the organization chart is complete, proceed to 04 β Set up configuration to configure AI for the project.