# Configuring the Project Hierarchy Viewer (Veeva Claims)

The [Veeva Claims](/en/lr/54337/) _Project Hierarchy Viewer_ allows [users to visualize a _Project_](/en/lr/76882/#phv-access) and its hierarchical structure of _Claim_ and _Local Adaptation_ records so they can review all related records in context and make an informed assessment. Users [add filters][3] to adjust the scope of the project's related records that appear in the viewer.

## About Filters {#filters}

Users can [apply filters](/en/lr/76882/#filters) to the viewer on a _Project's_ detail page to narrow the scope of displayed records for any _Project_, _Claim_, or _Local Adaptation_ object field you [configure][4] as a column header. The hierarchy viewer displays pre-filtered values for any field that is an [object reference field](/en/lr/28740/#object-reference) to the _Location_ (`country__v`) object or the _Product_ (`product__v`) object, such as:

* _Claim_ > _Product_
* _Local Adaptation_ > _Location_

These pre-filtered values ensure [available values users can select][5] include only the locations and products linked to the _Project_. The number of records available for user selection for field values in any filter is limited to 100 records.

## Configuration Overview {#overview}

Configuring your Vault to use the _Project Hierarchy Viewer_ involves the following steps:

1. [Configuring object layouts][0]
2. [Configuring user permissions][1]

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      <p><strong>Note</strong>: Depending on your Vault’s creation date and which features are currently enabled and configured, some of the steps described in this article may be unavailable or already complete in your Vault.</p>
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## Configuring Object Layouts {#page-layouts}

You must insert the _Hierarchy_ control section to the [object layouts](/en/lr/26387/) of the following objects so that users can navigate through a project's hierarchy:

* _Project_
* _Claim_
* _Local Adaptation_

If you don't configure the section on all listed objects, users cannot navigate through the hierarchy's record detail pages. For example, if you choose to configure the _Hierarchy_ section on the _Project_ object only but not on the _Claim_ object and a user clicks on a _Claim_ in the viewer from a project's detail page, the user cannot continue to navigate through the project's hierarchy on the selected _Claim's_ detail page.

As best practice, ensure you configure the same fields in the same order on all listed objects for the following options:

* _Display Project columns_
* _Display Claim columns_
* _Display Local Adaptation columns_

Ensure the columns in the viewer are consistent on the _Project_, _Claim_, and _Local Adaptation_ object record detail pages when users navigate through the hierarchy.

### Configuring the Hierarchy Section {#hierarchy-config}

To configure the _Hierarchy_ section for each object's layout:

1. Navigate to the appropriate object's layout.
2. Click **Edit**.
3. Click **Insert Section** and select the **Hierarchy** control section with the slider (<img class="inline" src="https://platform.veevavault.help/assets/images/CPC-Icon-Slider.png" alt="Slider Icon" style="" />) icon.
4. Optional: Enter a **Section Label**.
5. Optional: In the **Show the section only in these lifecycle states** field, select one (1) or more lifecycle states. This option appears only if the object uses a [lifecycle](/en/lr/29798/).
6. Optional: Enter **Section Help** content to provide the user with any relevant information. Help content appears below the section label.
7. Select up to ten (10)
[supported][2] _Project_ fields to **Display Project columns**. Drag and drop fields to determine the order of columns to display to users.
8. Select up to ten (10) [supported][2] _Claim_ fields to **Display Claim columns**. Drag and drop fields to determine the order of columns to display to users.
9. Select up to ten (10) [supported][2] _Local Adaptation_ fields to **Display Local Adaptation columns**. Drag and drop fields to determine the order of columns to display to users.
10. Optional: Select **Expand section by default**.
11. Click **Done**.
12. Click **Save**.

### Supported Fields {#fields}

Vault supports the following object field types in _Display [Object] column_ fields:

* Component (for Lifecycle states)
* Date
* Number
* Object
* Object Reference
* Picklist
* Text/Long Text
* Yes/No
* Lookup (so long as the type is a supported type listed above)

The _Display [Object] column_ field always includes the _Name_field as the first column.

## Configuring User Permissions {#user-perms}

You must ensure users have a security profile with permissions to access the appropriate objects and object fields in order to see the _Hierarchy_ section on an object's detail page, including _Read_ permission on the _Claim Project Join_ object and _Project Local Adaptation Join_ object.

In addition, users must have field-level permissions on the _Project_, _Claim_, and _Local Adaptation_  objects to be able to see all configured columns in the viewer.

### Understanding Filter Permissions {#filter-perms}

Lists of [pre-filtered field values][3] are pulled into the hierarchy viewer. Review the following details about pre-filtered field values:

* Users without _Read_ permission on the _Product_  object continue to see _Product ID_ (`name__v`) values where the _Product_ is linked to the _Claims_ for which they have appropriate permissions.
* Users without _Read_ permission on the _Project Product Join_ object see _Product ID_ (`name__v`) values where the _Product_ is linked to the _Claims_ for which they do have appropriate permissions.
* Users without _Read_ permission on the _Project Country Join_ object see _Location_ (`country__v`) values where the _Location_ is linked to _Local Adaptation_ records for which they do have appropriate permissions.
* Users without _Read_ permission on the _Product_ field of the _Claim_ object or the _Location_ (`country__v`) field of the _Local Adaptation_  object cannot see the _Product_ or _Location_ field columns in the hierarchy viewer and cannot select filters for these fields or see pre-filtered field values.

## Related Permissions

You can complete all the steps in this article with the standard _System Administrator_ or _Vault Owner_ security profile. If your Vault uses custom security profiles, your profile must grant the following [permissions](/en/lr/22824/):

<table>
  <tr>
    <th><strong>Type</strong></th>
    <th><strong>Permission</strong></th>
    <th><strong>Controls</strong></th>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Objects: Create, Edit</td>
    <td>Ability to create and modify Vault objects.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Security: Permission Sets: Edit</td>
    <td>Ability to modify permission sets for users.</td>
  </tr>
</table>

[0]: #page-layouts
[1]: #user-perms
[2]: #fields
[3]: #filters
[4]: #hierarchy-config
[5]: #filter-perms
