Organization Breakdown Structure (OBS)
A new uDesigner form (OBS Attributes Form) can be created under the Earned Value Manager node (uDesigner > Earned Value Manager).
To create a new design, click New and select OBS Attributes to open a new window in General tab. The General tab has the following fields:
- Name
- Description
- Type
After you create a new design, Unifier creates the following sub-nodes under the Earned Value Manager node:
- Detail Form
- Picker
- Integration
The Detail Form contains the following pre-populated Data Elements (DEs):
- Record No (uuu_obs_recordno)
- Full Name(uuu_obs_fullname)
- Title (uuu_obs_title)
- Department (uuu_obs_department)
- Status (uuu_obs_status)
You can add a new system defined data element "uuu_obs_assignee" in the OBS attribute form.
If you delete a Record No, Full Name, or Status and proceed to change the status back to complete, then Unifier displays an error message (for the missing DE).
The following functionalities are not required for the OBS sheet:
- DDS
- Summary Elements
- Rules
- Validations
- Standard
- Blocks
- Properties
The Picker will have a default (OBS Picker) layout in the new design, and the form will be pre-populated with the Full Name data.
The Integration enables you to set up the fields that you need for integration (CSV import). By default, the Name and Description fields are empty.
After you create a Detail Form (creating Picker and Integration is optional), you can deploy the design after:
- Performing error check
- Changing the status from draft to complete
After you deploy an OBS Sheet design, the user (and the administrator) will not have permission to delete the design.
Last Published Monday, June 3, 2024