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84 Part 2: Structuring Projects

Working with the Enterprise Project Structure

Open an EPS node to open all the projects that compose it, or open projects individually. You can also select nonconsecutive projects to see their combined status, resources, or costs. Choose File, Open, select the nodes or projects you want to open, then click OK.

Click to view a list of users who currently have the selected project open.

Depending on your security profile or the way in which

other users have opened the project, one or more of these options may not be available.

Only one user at a time can have Exclusive access to a project.

Use status for filtering projects in the EPS You can change an open (Active) project to closed (Inactive) when the project is completed. You can also assign a What-If status to a copied project that you want to use for analysis. Project status can be used to organize and summarize information, and to filter projects.

Choose File, Open. Select the EPS node or project whose status you want to change and click Open. Then, click Projects in the Home workspace.

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Setting Up the Enterprise Project Structure 85

In the General tab, select the project’s status.

To view only those projects with a specific status, choose View, Filter By, Status, then choose the status you want to use. You can also choose View, Filter By, Customize. In the Filters dialog box, mark the applicable Select checkboxes for the statuses of the projects you want to see.

Status filters

Primavera - Project Management

86 Part 2: Structuring Projects

Using Root Nodes to Denote Project Status

Another way to distinguish projects with statuses other than Active is to place them under separate root nodes in the EPS. The projects remain part of the hierarchy, but they are not considered when you budget, schedule, and level your active projects. Choose Enterprise, Enterprise Project Structure, to set up root nodes as placeholders within the EPS. You can then drag and drop projects to these root nodes when status changes.

You may want to place the status root nodes at the bottom of the EPS to keep them separate from the rest of the hierarchy.

Click to move a selected node to the left-most position and designate it as a root node.

Copy an EPS node or project You can copy an existing node or project to use as a template for a new one. Rename the node or project after you copy it, then make the necessary changes to it.

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Setting Up the Enterprise Project Structure 87

When you open the Projects window, include the node/project you want to copy as well as the node to which you want to copy it. Select the node/ project you want to copy, then click Copy from the command bar. Select the node to which you want to copy the node/project, then click Paste in the command bar. When you copy a project to another location in the EPS, you can also choose to copy the links to the WBS, documents, OBS, and other related elements. Mark the applicable checkboxes in the dialog boxes that are displayed when you click Paste. Click OK in each dialog box to proceed with the copy.

Mark the checkboxes for

the elements you want to

copy.

You can only delete projects that are opened in Exclusive mode.

Delete an EPS node or project When you delete a node, all projects in that branch of the hierarchy will also be removed. If you don’t want to delete these projects, you must copy and paste them to another area of the hierarchy before you delete the higher-level EPS node.

To delete an EPS node, choose Enterprise, Enterprise Project Structure. Select the EPS node you want to delete, then click Delete. Confirm that you want to delete the selected node by clicking Yes. To delete a project, open the Projects or WBS window with that project included. Select the project, then click Delete. Confirm that you want to delete the selected project by clicking Yes.

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88 Part 2: Structuring Projects

Click to delete the selected project.

Click to delete the selected node.

Primavera - Project Management