Organizational Breakdown Structure (OBS) and Enterprise Project Structure (EPS).
When the application starts up and if you chose to include sample data during your installation, you will see a screen showing you a number of colored bands on the left and some bars along a timescale on the right. This screen (view) is the EPS, which is an acronym for Enterprise Project Structure.
Let us first understand what EPS is: The EPS is a logical, meaningful, hierarchical arrangement of all the projects in your organization. Think of it as a view of your company, showing your lines of business.
Your projects will be created within this hierarchical EPS.
Once the EPS is defined, there is normally no need to make radical or frequent changes to it, although it may need some additions or slight modifications over time.
Before working on the EPS, let us have a look on another related topic, the OBS – acronym for Organizational Breakdown Structure.
OBS defines how people within a company are organized and what rights and access they have within the projects. It reflects the chain of command within the company. Sometimes the OBS can be similar to the EPS but generally diverges by also having some specifically named people, business units, etc.
To create or modify your OBS, go to Enterprise >> chose OBS. In the pop up screen, click on Display >> Filter by >> and chose ‘All OBS Elements’.
If you chose to include sample data during installation, you will see a predefined list on your screen.
Click on Add >> and create a new OBS entry. Place this entry at the place in the OBS hierarchy you want and give it a name. You can also assign some user rights to this new entry by going to the Users tab and clicking on Assign. Depending on your P6 set up you may have one or several users with varying privileges. Chose the one you want to assign here. You can either double click on your option or select the option and click on this Add/plus button. You can choose the security profile which determines the level of access.
Details under the Responsibility tab will be populated once this OBS entity is assigned to a project or WBS.
Now you are ready to start working on the EPS.
Go to Enterprise >> Enterprise Project Structure. Click on Add. Use the arrow keys to place the new element at the desired position. If you want to make a new enterprise, it should be at the highest level, without any parent.
Next, create a node (or more if required) under this enterprise using the same procedure. Give short IDs to the Root and the Nodes and descriptive names.
N1 Node 1
N2 Node 2
You can also select appropriate Responsible Managers which you must have created in the OBS.
Now your EPS is ready. If you want to make any changes, now or in the future, you can go back to the EPS menu and make the required changes.
You can model your EPS by the Divisions in your company, or by geographical locations, or by various projects being done for some clients, or a mix of these or other criteria. Your company’s existing structure or practices may give you the starting point.
The next step is to create a new project in an EPS node.
To create a new project in the EPS, go to File >> New or you can click on the Add button near the top right hand corner. The ‘create new project’ wizard pops up asking you to select the EPS node where you want this new project to be added. Select the node you want. Give the project an ID and a name and keep clicking on Next to go through all the steps involved.
You will be asked for the Rate Type during these steps. The Rate Type determines the price per unit to calculate the cost of the assignment. There are 5 available Rate Types. These are used to calculate costs for the same resource at different rates.
Once you complete all the steps and click on Finish, your new project will be added to the EPS. Just select the project, right click and then click on open. You will be taken to the project view where you can start adding activities and other data.