Configuring the EPS

Configure the EPS for your organization to develop a hierarchy that establishes the way your organization operates. Divide the EPS into multiple levels or nodes to represent the work that needs to be done in your organization. You can then assign projects to these nodes and levels to reflect work that needs to be done in each area.

The number of EPS levels and their structure depend on the scope of your projects and how you want to summarize and aggregate data. For example, you might want to define increasingly lower levels of EPS nodes, similar to an outline, to represent broad areas of work that branch into more detailed projects.

To configure the EPS:

Click Projects.
On the Projects navigation bar, click EPS.
On the EPS page:
1. Create the EPSs you need to represent the divisions in your company, site locations, or other major groupings of projects.
  - Click Row Actions and select Add Sibling EPS or Add Child EPS to create an EPS structure.
  - Add projects to the EPS nodes. Click Row Actions and select Add Project.
2. On the EPS page, click Save.

Tips

The farther to the left an EPS is, the higher-level EPS it is.

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