Skip to main content

Primavera P6 Tutorial : Chapter 2.2: EPS, OBS

In this Chapter, let us understand Enterprise Project Structure (EPS) and Organization Breakdown Structure (OBS), and how to develop, create and add them in Primavera .
Enterprise Project Structure (EPS) is nothing but a cluster of projects. Database of projects arranged in a hierarchy is called as EPS. EPS can be sub-divided into many levels or nodes as needs to work parallel. Projects are the lowest level of hierarchy in EPS structure. You can summarize the projects for each node in the EPS.

To View EPS: On the Home Screen, click on the Projects tab to view the EPS nodes/ Projects.

To Create/Modify EPS: Go to Menu Bar and select Enterprise>> Enterprise Project Structure... and then in the next window click on Add to add any EPS Node and use the arrows to adjust the level of node. You can delete any unwanted EPS node by clicking on Delete button. You can Cut and paste the EPS to change/modify the position of the EPS node.
You can filter the Projects in the EPS by status using the Filter Function. You can re-position the EPS Nodes by using the drag and drop function (see tutorial).
Organizational Breakdown Structure (OBS) represents the management responsible for each project. Each area manager in the EPS node is responsible for his area of EPS, either by node or by project and WBS of the particular hierarchy.


The OBS hierarchy is also used to grant users specific access privileges to projects and the WBS levels within projects.
To View OBS: You can view an OBS as a chart or a table. Choose Enterprise>> OBS, to open the Organizational Breakdown Structure dialog box.
View the OBS chart: Click the Display Options bar>> Chart View. To change the information in the chart, click the Display Options bar and choose Chart Box Template>>Customize.
To Create OBS: Choose Enterprise, OBS. Select the OBS element immediately above and of the same hierarchy level as the element you want to add, then click “Add”.

You can edit, delete move in this same window.
Here is the illustrative video tutorial of the same for your better understanding


Comments

  1. This information is impressive; I am inspired by your post writing style & how continuously you describe this topic. After reading your post, thanks for taking the time to discuss this, I feel happy about it and I love learning more about this topic.

    primavera training in chennai

    ReplyDelete

Post a Comment

Popular posts from this blog

How To Merge Two Separate Schedules Into One Master Schedule In Primavera

In this tutorial, let us learn how to Merge two separate schedules into One Master schedule in Primavera P6. In this example, I am considering two separate projects which are these two, One is master schedule and one is the subproject. First, let us open the subproject and export this schedule as a .XER file onto Desktop. and now let us start the exact process of merging two separate schedules. 1. As a first step, We need to open the project schedule into which we want to insert the other project as a sub-project. So, let us open the Master schedule here. 2. Go to Import, select XER format, Click Next 3. Select Project and click Next 4. Now select the Subproject .xer file from the Desktop and click Next 5. Under Import action, select the option as “Update Existing Project” and under import to section, select the Master schedule which is already open. Click Next and Finally Click on Finish. 6. Please note and make sure that your WBS and activity IDs should not confl...

Primavera P6 Export To Excel And Color WBS Levels Automatically || How To Color WBS Levels

In this tutorial, let us learn how to Color WBS levels after Primavera P6 Export To Excel. After exporting activity table from Primavera P6 to Excel, it’s very hard to tell which activity belong to which WBS. So in this tutorial, let us see how to color WBS levels automatically so we can have a report like in Primavera P6. This is my sample schedule in primavera, 1. I press Ctrl+A to select entire data and copy the data and then go to Excel sheet and paste it. 2. Add a column left to Activity Id i.e column A and name it as WBS level to show the WBS level for each activity. 3. enter the formula in Cell A2 as = =((FIND(TRIM(B2),B2))-1)/2 4. Hit enter and then apply the same formula to all the cells in column A to see WBS level for each activity. 5. See now, you can view the WBS level for each activity this way easily in Excel after exporting the Primavera P6 Schedule. And Now let us color the WBS levels. 1. Select the entire Data range. 2. Go to Conditional F...

How to adjust the Legend Space in Microsoft Project

In this Tutorial, let us see how to adjust the space occupied by the Legends in Microsoft Project, enabling for a better professional print of the schedule. Step - 1: Open the Microsoft Project schedule and go to File>>Print Preview>> Step - 2: At the bottom of the print preview, you can view the Legend portion. Sometimes the legend space occupies the major portion of the page, making it unprofessional to print the schedule reports. Step - 3: So, in order to adjust this legend space,you need to go back to the schedule's Gantt chart view and place the cursor at the gantt chart and right click to select the Bar styles option. Step - 4: Here, you can view all the Legend Labels. Now start entering the symbol asterisk * at the beginning of all the labels which you intend not to reflect in the print view as shown here Now here is the Schedule layout with minimum & only required legends Step -5: Now, in addition to the ad...