Creating an OBS
Create an organizational breakdown structure (OBS) to hierarchically represent the managers responsible for your projects. You must have the appropriate privileges to create an OBS.
To create a new OBS:
- Click the Administer
menu and select User Access. - On the User Access page, click OBS.
- On the OBS page:
- Click
Add.Note: The OBS is automatically added as a child of another OBS.
- Move the OBS to the correct location in the list and hierarchical position by clicking the
Move Up, Move Down, Move Left, or Move Right arrows. - In the OBS Name field, double-click and type a unique name.
- Click the Users detail window.
- In the Users detail window, remove or assign users to the OBS.
- To remove a user from the OBS, select a user and click the
Delete icon. - To assign a user to the OBS, click the
Add icon.
- In the Select Users dialog box, select a user and click OK.
- On the OBS page, click
Save.
Tips
- When you set up enterprise project structure (EPS) nodes, a root OBS is automatically assigned to the root EPS.
- When you create a new project, the default responsible manager is automatically assigned so that an OBS element is available for each work breakdown structure (WBS) element added to the project.
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