Setting Up the Organizational Breakdown Structure (OBS)

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The Organization Breakdown Structure (OBS) setup refers to the configuration of all elements making up the fundamentals of the organization such as users, groups, titles, business units, sites and teams. The setup of the OBS is the foundation on which all other modules are configured to interrelate with one another. Once properly configured, the system tracks information vital to an organization’s success. An organization's structure is defined by clicking the Setup tab and then the Organization subtab. The  Organization subtab is used to set up the information for each entity in the OBS.

Note: The OBS can also be set up by project managers or users assigned the appropriate security rights; however, the set up of the organization is mainly the responsibility of the administrator.

The following image map displays the phases for setting up the OBS. Click a phase to display its corresponding  page.

See Also:

        System Setup

        Site Setup

        Group Setup

        Team Setup

        Title Setup

        User Setup

        Business Unit Setup