Clients are at the top, with Project indented below them. Projects can either have Subprojects or Contracts indented beneath them, and Subprojects can also have either Subprojects or Contracts indented beneath them. Contracts will always only be indented beneath other Contracts, Subprojects, or Projects.

Contracts that have at least received one insurance request will display that count between their icon and the name of the Company assigned to that Contract. In addition, the Contract's contract number will display in parentheses after the Company name.

The icons look like this for each entity within the Hierarchy:

The colors of the icons give you information about the status of each entity:

• Primary Brand color: Active - in the case of Contracts, this also means that they are also fully Compliant.

• Accent Brand color: Typically only used for Contracts _{(see Company View section for more on this)} - means that the Contract is Active and Deficient.

• Dark Gray (with light gray text): Only used for Projects, Subprojects, and Clients - indicates that entity has been Archived.

• Light Gray (with light gray text): Inactive - these entities have been closed out.

While you can click the arrows beside each icon individually to expand them, there is an easy shortcut that can save you time. To open the entire Hierarchy tree beneath a specific entity, double-click on that entity and the entire chain beneath that entity will show.

You can do this from the very top to show everything beneath a Project to all the way down to the Contract level. 

This also works in reverse, so double-clicking an expanded entity will collapse the Hierarchy tree beneath it.

There is also an option available in the Hierarchy menu to collapse everything in the Hierarchy. This is especially useful if you have several entities expanded in various areas and would like to clean up your view.

There are several sorting options available in the Hierarchy menu to allow for ease of organization. Each of these sorting methods organize what order the Clients, Projects, Subprojects, and Contracts display in without disrupting their relationships with each other.

The options available are:

• Alphabetical: This is the default sort of the Hierarchy. All entities display in order of A-Z, with any numerical values sorting to the top.
• Start Date: This sorts all entities from earliest to latest based on the date entered into their respective Start Date fields on their home tabs. Any entities without something entered into the Start Date field (or in the case of Clients, do not have a this date field) sort to the top and display alphabetically.
• End Date: This sorts all entities from earliest to latest based on the date entered into their respective End Date/Completion Date fields on their home tabs. Any entities without something entered into the End Date/Completion Date field (or in the case of Clients, do not have this date field) sort to the top and display alphabetically. 
• Date Added: This sorts all entities from earliest to latest based on the date the entity was entered into CR-Certify.

The default view of the Hierarchy is Project View. This view structures the relationships of the entities based on contractual relation. Contracts appear beneath other Contracts, Subprojects, or Projects; Subprojects appear beneath Projects; and Projects appear beneath their Clients.

The Company View restructures the Hierarchy underneath the Clients so that Contracts are grouped by their Company assignment rather than by their Project association. The Project icons in this view show the color associated with the Contract statuses and have the request count for those contracts between the Project icon and Project name. This is intended to make viewing all Contracts associated with a Company in the Hierarchy more simplified.

To switch to Company View, simply click the [...] menu in the top right of the hierarchy and select "Company View". 

Archived Projects and Clients are automatically hidden from the default view of the Hierarchy, which is the filter found in the Hierarchy menu called "Active Clients". To view any Clients that have been archived, switch the filter to "Archived Clients". Any archived Projects only appear in the "Archived Clients" filter if the Client the Project is related to is also archived. To view all entities regardless of status, switch the filter to "All".