Organisational structure

An organisational structure is a tree of the units in your organisation, such as the group, its subsidiaries and their sites. If you link a structure to a reporting project, Palau creates a separate report for each unit and rolls their data points up to the parent.

Create a structure

1. Go to Organisational structure.
2. Select Create new structure.
3. Give it a name and, optionally, a description.

You can keep several structures side by side, for example one per reporting scope.

Add units

1. Select Add unit to add a unit to the tree.
2. Drag units to move them under a different parent.
3. Select a unit to fill in its Unit details:
   • Type: for example group, subsidiary or site
   • Location: a country or address
   • Parent ownership: the percentage owned by the parent unit
   • Properties: up to 10 custom properties of your own

Reef and the disclosure AI use these details, so the more you fill in, the better tailored their suggestions are.

Import from a CSV file

If your structure already exists in a spreadsheet:

1. Select Download the empty CSV template.
2. Fill it in with your units.
3. Import the file.

Use a structure in a project

When you create a reporting project, choose the structure to report against. See data collection for admins.

Edit a structure that’s in use

You can still edit structures that projects report against. Before you remove a unit from one, Palau asks you to confirm, because the unit’s report data is connected to it.