Enterprise Project Structure overview

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Enterprise project structure (EPS) overview

The Enterprise Project Structure (EPS) forms the hierarchical structure of your database of projects. Each EPS node (or folder) can be subdivided into multiple levels to represent the work that needs to be done in your organization. The number of levels and their structure depend on the scope of your projects and how you want to summarize data.

You can use the EPS to

Perform top-down budgeting and resource and cost analysis Organize work breakdown and organizational breakdown structures into one common structure Manage multiple projects from the highest levels of the organization to the individuals that perform specific project tasks Implement coding standards for flexible reporting Maintain appropriate security throughout the enterprise

Defining the EPS

All projects in the enterprise exist within the EPS hierarchy, a graphical representation of your project structure. A root node is automatically created for the hierarchy during installation. The levels and structure of your companys EPS depends on the scope of your projects and how you want to summarize data. You can define one or multiple root nodes, up to 50 combined WBS/EPS levels and as many projects as necessary to complete the required work set forth by the operations executive and project managers in your organization. Before you begin defining your companys EPS, you should become familiar with the structures and procedures established for your enterprise, such as codes, calendars, and other company-wide standards. Once the EPS hierarchy is defined, you can begin to develop projects by adding information, activities, and resources.

Set up the EPS structure

When you create the enterprise project structure, you must identify an OBS element, or person responsible for each node and project within the EPS. For steps on defining the OBS, click . 1. Choose Enterprise, Enterprise Project Structure. 2. Click the EPS Name column where you want to add a new element.

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3. Click Add. 4. Type an ID and name for the EPS node. In the Responsible Manager field, select an OBS element for the new element. 5. If necessary, you can change the hierarchical position of the new element by clicking the arrow keys. 6. Click Close. 7. Choose Enterprise, Projects then specify project details such as dates, resource and budget information, and so on. Note

A default root node displays in the top left position in the hierarchy. All projects listed below it are part of the same structure. You can also define multiple root nodes to separate various components of your enterprise. For example, you might want to exclude inactive or what-if projects from the main enterprise. To define a root node, click the left arrow key to move an EPS element to the top left position in the hierarchy, then add the hierarchy of projects below this node.

See Also: Defining project details

Add a project to the EPS hierarchy

Once you set up the EPS structure, you can add an unlimited number of projects as follows: 1. Choose Enterprise, Projects, then select the EPS node or root element to which you want to add a project. 2. Click Add. 3. Follow the instructions in the Create a New Project Wizard. To quickly add a new project using the default settings, click Finish on the Create a New Project Wizard. 4. Use the detail tabs across the bottom of the Project window to add details specific to this project. Note

To add a new project based on project plans from the Methodology Management module, use Project Architect.

Show or hide details in the EPS hierarchy

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To expand or collapse individual elements of the EPS hierarchy, click the plus sign (+) or minus sign (-). To expand or collapse all elements of the EPS hierarchy, choose View, Expand All or Collapse All. You can also right-click in the EPS hierarchy and choose Expand All or Collapse All.

Delete an EPS node or project

1. Choose Enterprise, Projects, then select the EPS node or project that you want to delete. Click Delete. 2. Click Yes to confirm. Tip

When you delete an EPS node , all projects in that branch of the hierarchy are also removed. To save projects in a branch before deleting it, first copy and paste those projects to another area of the hierarchy.

Copy an EPS node or project

1. Choose Enterprise, Projects, then select the EPS node or project you want to copy. 2. Choose Edit, Copy. 3. Click the location in the EPS where you want to paste the new EPS node/project. Click Paste. 4. Mark the checkboxes beside any optional information you want to include in the copied EPS node or project in the Copy Project Options, Copy WBS Options, and Copy Activity Options dialog boxes.

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