Set Up the Enterprise Project Structure

Use the enterprise project structure (EPS) to allow summarization of project data to a higher level of categorization. Project application administrators can group projects in the enterprise, add owners and delegates, for purposes of reporting to project executives.

To set up the EPS, project application administrators must do the following:

• Create elements and arrange them in a hierarchy.

• Add participants as owners, delegates, and viewers to each element as appropriate. Participants at parent elements receive the same role automatically for child elements.

  Note: A participant must also be assigned the Project Executive role to access the Project Hierarchy Dashboard.

• Submit the Update EPS Data process.

Creating an Enterprise Project Structure

You can create up to 10 levels in the project structure.

1. Click Navigator > Setup and Maintenance, and search for the Manage Enterprise Project Structure task.

2. Click the Manage Enterprise Project Structure link.

3. In the Enterprise Project Structure section, select a project element.

4. Click the Add Child Element icon.

5. In the Add Child Element window, enter a name and description for the EPS element.

6. Do the following to add participants to an EPS element in the Participants section:

   1. Enter a direct owner in the name column.

   2. Enter a direct delegate in the name column.

   3. Click Add Direct Viewer to add additional viewers for the EPS element.

   4. Click Save and Close.

7. To organize projects into your EPS elements, select the Unassigned Projects element to view all unassigned projects. Newly created projects are automatically assigned to Unassigned Projects element.

8. Perform the following steps to move unassigned projects to the relevant elements:

   1. Select an unassigned project.

   2. Click the Move Project button.

   3. In the Move Projects window select the element to which you want to move the project.

   4. Click Save and Close. Alternatively, you can also drag and drop projects from the Unassigned Project element to move the unassigned projects to relevant element.

9. Click Done.

Updating EPS Data

1. Navigate to the Scheduled Processes page.

2. On the Scheduled Processes page, click Schedule New Process.

3. In the Schedule New Process window, search and select the Update EPS Data process.

4. Click OK.

5. In the Process Details window, click Submit.

6. Click OK on the confirmation message.

7. Alternatively, a participant can use the Update EPS Data action on the Project Hierarchy Dashboard to update EPS data.