CORAS

Creating a Collection

Building & Understanding the Map< 3 MinuteLearn how to start creating your collections.

Collections group related nodes together within your CORAS map, creating a higher-level organizational layer above individual programs or units. A collection might represent an entire portfolio, a mission area, or a command. Collections enable cross-cutting analysis — Gary and SmartBoards can aggregate data across all nodes within a collection, giving leadership a unified view of programs that share a common mission thread.

When to Use This

  • Organizing a portfolio — Group related program nodes under a collection for portfolio-level visibility and reporting.

  • Enabling cross-program analysis — Collections let SmartBoards and Gary analyze patterns across multiple nodes simultaneously.

  • Scoping access at scale — Assign user group permissions at the collection level to grant access to all nodes within it at once.

Creating a Collection

Collections allow you to group related nodes together within your CORAS map. You can create collections, add nodes directly to them, or move existing nodes into a collection.

Create a New Collection

  1. Hover over the root and select the "+" (plus sign) to add new.

    Selecting the plus sign on the root to add a new item

  2. Enter a title for the collection.

  3. Under Type, ensure Collection is selected.

    Setting the type to Collection

  4. Click Save.

    The newly created collection in the map

Add Nodes Directly to a Collection

  1. Hover over the collection and select the + (plus sign).

    Selecting the plus sign on a collection to add a node

  2. Enter a title for the node and click Save.

    A node created directly under the collection

  3. Repeat to add additional nodes. Select the + (plus sign) on the collection, enter a title, and click Save.

    Two nodes now listed under the collection

Move Existing Nodes into a Collection

There are two ways to move nodes into a collection:

Option A: Move from the Collection

  1. Hover over the target collection and select the Move icon.

    Selecting the move icon on a collection

  2. On the left-hand side, select the node you want to move.

  3. On the right-hand side, select the destination collection.

    Selecting the source node and destination collection in the move dialog

  4. Click Move.

Option B: Move from the Node

  1. Hover over the node you want to move and select the Move icon.

    Selecting the move icon on a node to relocate it

  2. On the left-hand side, confirm the node to move is selected.

  3. On the right-hand side, select the destination collection.

  4. Click Move.

Contact your Customer Success Manager or visit the Customer Resource Center for additional support with collections, nodes, and map structure.

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