To open an OBS sheet form the OBS Sheet log window:
- From the OBS Sheet log window, click on a row.
- Click to open the gear menu (
). - Click Open to open the OBS Sheet log.
The OBS Sheet log has the following toolbar options:
- Add Sibling
Enables you to select a record and add an associated member.
- Add Child
Enables you to select a sibling and add an associated member.
- Actions
Enables you to import or export data.
- Find on Page
Enables you to search a for an OBS sheet on the log.
- Expand All Groups or Collapse All Groups
Enables you to expand or collapse an OBS sheet to see the subordinates. The tree- like structure displays the summarized OBS and corresponding values of the project selected in the Projects list. You can export the OBS structure from the sheet.
The OBS Sheet log displays the following required information about each OBS sheet:
- Full Name
- Short Name
- Status
The OBS Sheet log displays optional information about each OBS sheet such as:
- Unifier User
- Title
- Department
- WBS Name
- Contract No
- Weekly Capacity
You can click the X icon to close the OBS sheet, exit the OBS Sheet log, and return to the OBS Sheet log window (Activity Manager module > OBS Sheet node).
Additional information
OBS structure can also be generated through CSV import. Template can be exported using the Export Data.
OBS Picker
The OBS picker will be available for assigning an OBS to WBS Sheet. The OBS Picker will display only the OBS records with Active status.
Note: The OBS picker supports both "And" and "Or" query conditions.