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 Administration.
  2. On the Administration navigation bar, click User Administration.
  3. On the User Administration page, click OBS.
  4. 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 Row Actions and selecting Move Item Up and Move Item Down arrows.
    3. In the OBS Name field, double-click and type a unique name.
    4. Click the Users detail window.
  5. In the Users detail window, remove or assign users to the OBS.
    • To remove a user from the OBS, select a user, click Row Actions and click Delete.
    • To assign users to the OBS, click Assign....
  6. In the Select Users dialog box:
    1. Select a Project Security Profile.
    2. Select users and click Select.
    3. When you are finished assigning users, click Close.
  7. On the OBS page, click Save.

Tips

Related Topics

About the OBS

Working with the OBS

Assigning OBS Elements and Project Profiles in P6 EPPM



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Last Published Monday, September 27, 2021