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Creating EPS Elements

Create enterprise project structure (EPS) elements to represent the hierarchical positions of all the projects in your database. You can create sibling EPSs to represent those that are hierarchically equal, or child EPSs to represent those that are subordinate.

To create EPS elements:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page:
    1. Select an EPS. The EPS can act as a sibling or a parent.
    2. Click the Actions menu:
      • To add a sibling, select Add "" "" Add Sibling EPS (Shift+Insert).
      • To add a child, select Add "" "" Add Child EPS (Ctrl+Insert).
    3. Enter a name in the EPS/Project Name field of the new EPS.
    4. Click the Actions menu and select "" Save (Ctrl+S).

Tips

  • You might find it helpful to apply the EPS Only standard filter when creating an EPS element. This will remove all projects and templates from the view so you can easily see where your new EPS fits into the EPS hierarchy as a whole. See Applying Filters.
  • To create an EPS, the entire EPS hierarchy must be visible, so you might have to configure your grouping or filter settings. Grouping should be configured to have the Field list set to EPS and the To Level list set to All. Also, the Hide if empty option cannot be selected. See Configuring Project View Grouping. Filtering cannot be configured to display projects that belong to an EPS as this will select the Hide if empty option. See Configuring Project View Filters.
  • The application automatically names the new EPS New EPS, New EPS-1, New EPS-2, et cetera.
  • You can also right-click an EPS on the table and select Add Child EPS or Add Sibling EPS to create an EPS.

Related Topics

About the Enterprise Project Structure (EPS)

Working with the EPS

Configuring the EPS

EPS Page


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