Setting Up the Enterprise Project Structure 75
Setting Up the Enterprise Project Structure
To establish the EPS nodes that will contain your projects, choose
Enterprise, Enterprise Project Structure.
This dialog box presents a high-level picture of your EPS, enabling you to set up appropriate divisions of information in the organization.
You must specify a responsible manager for each node in the EPS to enable security rights and privileges; the module uses the OBS root as the default for all nodes if you don’t provide one.
Click to move nodes up/down or indent/outdent.
Add a node to the EPS Select the node under which you want to add a node. The new node will be placed below the selected node in the hierarchy. Click Add in the Enterprise Project Structure (EPS) dialog box. Type a unique ID and name for the node directly in the column cells, or in the EPS ID and EPS Name fields. Accept the responsible manager shown, or click the Browse button in the field to select a different OBS element for the node. Use the arrow keys to indent/outdent a node to denote its placement in the EPS, and to move a node up/down in the hierarchy. Click Close.
Add multiple root nodes You can distinguish different branches of the EPS hierarchy by including more than one root node. For example, you might want to separate current projects from completed projects or from template projects that you use as the basis for new projects. Add a root EPS node the same way you add an EPS node, but outdent the root to the left-most position in the hierarchy.
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76 Part 2: Structuring Projects
Add root nodes to separate projects with an Inactive status or to distinguish projects used as templates.
For more information about security profiles, see the
Administrator’s Guide.
Build the hierarchy After you set up an EPS, you can define additional data about each EPS node, such as anticipated dates, budgets, and spending plans. Use the Project Details to specify this information, as described later in this chapter. Or, you can begin adding projects under the applicable nodes in the structure if you have access rights to these functions. Access rights are set by your network or database administrator.
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Setting Up the Enterprise Project Structure 77
Adding a New Project to the Enterprise Project Structure
You can also use the Project Architect wizard to create new projects. See “Using Project Architect” on
page 79.
A project is a set of activities and their associated information that constitutes a plan for creating a product or service. A project has a start and finish date, work breakdown structure (WBS), and any number of activities, relationships, baselines, expenses, risks, issues, thresholds, and work products/documents. A project may also have its own Web site.
While resources typically work on several projects, each project has its own resource assignments. Similarly, while calendars, reports, and activity codes may span all projects, they may also be project specific.
Determine your requirements for adding a new project to the hierarchy. As a project manager who manages one or more higher-level projects in the organization, you’ll probably want to add an EPS node that encompasses these projects. If you are a team leader, you’ll probably want to add an individual project that incorporates the tasks your group needs to perform to complete the higher-level EPS node. You will create this individual project below one of the EPS nodes previously established by your project manager.
Use the Projects window to add a project to the EPS hierarchy. Define general information such as the project’s ID and name, planned start and must finish by dates, and the responsible manager.
Add a project to the EPS Choose Enterprise, Projects, or click Projects on the Home workspace to open the Projects window. Select the EPS node to which you want to add a project. (If you have not yet created any EPS nodes, select the root EPS node created for you when you installed the module.)
Click Add. The Create a New Project Wizard guides you through the steps required to add a project, including selecting the node in which to place the project in the EPS, naming the project, and identifying the responsible manager for the project.
You cannot add projects below existing projects.
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78 Part 2: Structuring Projects
The root node was selected as the EPS node in which to place the new project.
Identify the new project using the General tab in Project Details.
Use the default information provided, or change it to accommodate the project requirements.
For more information about importing and converting projects, see the
Administrator’s Guide.
To define additional project information, display Project Details at the bottom of your layout (click the Display Options bar and choose Show on Bottom, Project Details), then refer to the “Defining Enterprise Project Structure Details” on page 89.
Import projects You may want to build your EPS using projects previously created in an earlier version of the Project Management module, Microsoft Project, or Primavera Project Planner 3.0 (P3). The Import Wizard prompts you to specify the information to be imported and where the project should be placed in the current EPS hierarchy.
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