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Configuring the EPS

Configure the EPS for your organization to develop a hierarchy that establishes the way your organization operates. Divide the EPS into multiple levels or nodes to represent the work that needs to be done in your organization. You can then assign projects to these nodes and levels to reflect work that needs to be done in each area.

The number of EPS levels and their structure depend on the scope of your projects and how you want to summarize data. For example, you might want to define increasingly lower levels of EPS nodes, similar to an outline, to represent broad areas of work that branch into more detailed projects.

To configure the EPS:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page:
    1. Create the EPSs you need to represent the divisions in your company, site locations, or other major groupings of projects. See Creating EPS Elements.
    2. Use the "" Move Up (Ctrl+Alt+Up), "" Move Down (Ctrl+Alt+Down), "" Move Left (Ctrl+Alt+Left), and "" Move Right (Ctrl+Alt+Right) arrows on the Edit menu to arrange the EPS nodes in a hierarchy that establishes the highest level and lowest level EPSs.
    3. Add projects to the EPS nodes. See Creating Projects or Creating Projects from Existing Projects or Templates.
  4. On the EPS page, click the Actions menu and select "" Save (Ctrl+S).

Tips

The farther to the left an EPS is, the higher-level EPS it is.

Related Topics

About the Enterprise Project Structure (EPS)

Working with the EPS

Creating EPS Elements


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