Creating an OBS

Create an organizational breakdown structure (OBS) to hierarchically represent the managers responsible for your projects. You must have the appropriate privileges to create an OBS.

To create a new OBS:

  1. On the "" Navigation Menu, expand "" Administration and click User Administration.
  2. On the User Administration page, click OBS.
  3. On the OBS page:
    1. Click "" Add.

      Note:

      The OBS is automatically added as a child of another OBS.

    2. Move the OBS to the correct location in the list and hierarchical position by clicking "" Context and selecting Move Up, Move Down, Move Left, and Move Right.
    3. In the OBS Name field, double-click and type a unique name.
    4. Click the Users detail window.
  4. In the Users detail window, remove or assign users to the OBS.
    • To remove a user from the OBS, select a user, click "" Context and click Delete.
    • To assign users to the OBS, click Assign....
  5. In the Select Users dialog box:
    1. Select a Project Security Profile.
    2. Select users and click Select.
    3. When you are finished assigning users, click Close.
  6. On the OBS page, click Save.

Tip:

  • When you set up enterprise project structure (EPS) nodes, a root OBS is automatically assigned to the root EPS.
  • When you create a new project, the default responsible manager is automatically assigned so that an OBS element is available for each work breakdown structure (WBS) element added to the project.