EPS Page

Overview

Use this page to manage the Enterprise Project Structure (EPS) and its projects. The EPS page displays schedules for any single project or group of projects you choose with detail windows, a Gantt view, and a grid view. Use the EPS page to quickly update project details and run important operations including summarizing, creating templates, and defining baselines.

Note: Data on the EPS page is a mix of live data and summary data that is accurate as of the last time the projects in the view were summarized.

You can customize this presentation of project data, creating and saving multiple EPS views, or data layouts, to meet your needs. The convenient Views list enables you to quickly switch between views.

Note: If you do not have EPS/OBS access to an EPS element, but you do have access to a project in that EPS element or WBS belonging to a project in that EPS element, you will still be able to view the project on this page.

Screen Elements

Actions menu

Define Baselines: Opens the Define Baselines dialog box.

Import/Export Projects: Opens the Import/Export Projects dialog box.

Publish Projects: Creates a service to publish projects data for reporting and integration.

Summarize Projects: Creates a service to summarize project data for reporting and integration.

Auto Reorganize: Automatically moves items in the list to the appropriate list position or grouping band when they are changed.

Close All: Closes all open projects.

Release Exclusive Lock: Releases the exclusive lock on all exclusively locked open projects.

Global Search and Replace: Opens the Global Search and Replace dialog box.

Delete Published Data: Deletes published project data for the selected projects or EPS nodes.

Open menu

Project: Opens the currently selected project. Open projects display an open folder icon next to their name.

Project Template: Opens the currently selected template.

Open Exclusively: Opens the currently selected projects and places a lock on each project. Other users can still view the project, but cannot make updates to the project data.

Note: You can only open one template at a time. When you open a template, all open projects will be closed automatically.

Expand All

Expands all grouping bands to show all data items.

Collapse All

Collapses all grouping bands to the top level.

Views menu

Manage Views...: Opens the Manage Views dialog box.

Import/Export Views: Opens the Import Export Views dialog box.

Select a view name to open it.

Grid View

Enables you to view and configure data in a grid format. You can customize which columns are available in the grid.

Gantt View

Enables you to view data as a graphical representation of sequence and duration.

Filters menu

Manage Filters: Opens the manage filters dialog box.

Full Screen

Expands the current work area so it fills the entire display.

Show Hint Help (Alt+F1)

Shows a description of the column when you hover over the column heading.

Print

Opens the Print Options dialog box.

Customize View

Opens the Customize View dialog box.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

EPS work area

The main work area for viewing project data in your choice of the following customizable formats:

Download

Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.

Show/Hide Tabs

Enables you to configure which tabs are shown and hidden.

EPS detail windows:

EPS Budget Log Detail Window of the EPS Page

EPS Funding Detail Window of the EPS Page

EPS General Detail Window of the EPS Page

EPS Notebooks Detail Window of the EPS Page

EPS UDF Detail Window of the EPS Page

Project detail windows:

Budget Log Detail Window of the EPS Page

Codes Detail Window of the EPS Page

Funding Detail Window of the EPS Page

General Detail Window of the EPS Page

Issues Detail Window of the EPS Page

Notebooks Detail Window of the EPS Page

Risks Detail Window of the EPS Page

UDF Detail Window of the EPS Page

EPS Panels

Audit Panel

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.

Related Topics