Setting Up the Organizational Breakdown Structure 101
Viewing an OBS
You can view an OBS in two ways: as a chart or a table. Choose Enterprise, OBS, to open the Organizational Breakdown Structure dialog box.
View the OBS chart Click the Display Options bar, then choose Chart View. To change the information included in the chart and the way it is displayed, click the Display Options bar and choose Chart Box Template, Customize.
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This chart shows the OBS name and associated users for each OBS element; choose Chart Box Template, Customize to edit the information shown in the boxes and the box height and width.
OBS Details are hidden so that more of the chart is visible.
View the OBS table Click the Display Options bar, then choose Table
View.
Click the OBS Name column once to view the OBS hierarchy; click it again to list and sort OBS elements.
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Setting Up an OBS
For more information about establishing EPS nodes, see “Setting Up the Enterprise Project Structure” on page 67.
Use the Organizational Breakdown Structure dialog box to create, view, and edit the global OBS. You can also use this dialog box to view a list of users who can access an OBS element’s global and project information, and to see how people are assigned across the projects.
Create an OBS A root OBS node is automatically assigned to the root EPS node so that a default OBS element can be assigned to each project you add to the EPS root. When you use the Enterprise Project Structure dialog box to set up the EPS nodes that make up the foundation of the EPS, you can use the existing root EPS as the default for each node, or you can set up the OBS before you build the EPS. You can then assign actual responsible managers when you create EPS nodes. Once your basic OBS is in place, you can include additional OBS elements to provide access to specific EPS nodes, projects, and WBS elements, to users not included with the original OBS node.
Choose Enterprise, OBS. Select the OBS element immediately above and of the same hierarchy level as the element you want to add, then click Add.
Click the OBS Name column to display the OBS hierarchy, as indicated by this symbol.
The module inserts the new OBS element at the same level as the selected element.
Type a meaningful name for the new OBS.
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For details on establishing users and profiles, see the
Administrator’s Guide.
Click in the OBS Description area on the General tab to type a description of the OBS element. You can use HTML editing features, which include formatting text, inserting pictures, copying and pasting information from other document files (while retaining formatting), and adding hyperlinks.
View users associated with OBS elements Click the Users tab in the Organizational Breakdown Structure dialog box to view the users and corresponding security profiles associated with an OBS element. You can also assign users from this tab, if you have appropriate access rights.
The user associated with the selected OBS at that particular level of the hierarchy.
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View a responsibility list Click the Responsibility tab to quickly see where responsible managers (OBS elements) are assigned across the organization. Select the OBS name for whom you want to see assignments.
Assignments for the selected manager are shown by WBS level across the EPS.
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