Previous Topic

Next Topic

Book Contents

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:

  1. Click the Administer menu and select User Access.
  2. On the User Access page, click OBS.
  3. On the OBS page:
    1. Click "" Add.

      Note: The OBS is automatically added as a child of another OBS.

    2. 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.
    3. In the OBS Name field, double-click and type a unique name.
    4. Click the Users detail window.
  4. 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.
  5. In the Select Users dialog box, select a user and click OK.
  6. 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.

Related Topics

About the OBS

Assigning Users to an OBS

User Access Page

OBS Page


Copyright information