What is the first step to take when creating a new practice?

When creating a new practice within the Certinia PSA framework, the first step is to align it in hierarchy. This step is fundamental because establishing the correct hierarchical structure ensures that the practice is appropriately placed within the overall organization and organizational strategy. By aligning in hierarchy, you define where the practice fits in relation to other practices, projects, or units, which is crucial for effective resource management, oversight, and operational effectiveness.

Once the practice is correctly aligned, it can then effectively interact with other components of the PSA system, such as projects and resources. This sets a solid foundation for further actions, like setting up RPGs or establishing permission controls, which depend on having a coherent structure in place. The correct alignment also helps avoid potential conflicts or mismanagement later in the setup process.