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Administering the OBS

This article shows how to create, edit, and maintain the Resource, Project, and Cost Center OBS (Organizational Breakdown Structure) nodes.

Overview

The central backbone in ResourceFirst is its OBS (Organizational Breakdown Structure) configuration.

There are three types of OBSs in ResourceFist:

  • The Resource OBS - How resources are organized in the system (e.g., Company, Division, Department, Team, etc.)
  • The Project OBS - How projects are organized in the system (which can be similar to the Resource OBS or be structure another way)
  • The Cost Center OBS - How your financial cost centers are organized in the system.

Each element in the OBS is called a "Node". Nodes are hierarchical in the OBS, and subnodes can be created within nodes.

The central purpose for the OBS is for defining security rights (i.e., who has which level of access to each node), and for selecting your portfolio filters when accessing the system.  In the upper right control panel of all Resource First screens is a funnel icon, which is where your Resource and Project OBS node filters are set. Once you set them, they'll remain your personal settings until you change them. 

OBS nodes are also used in reporting, when defining which sets and subsets of data you want to see.

Note: The chararacters / \ < > are not allowed in node names. All other special characters are allowed.

For considerations and best practices related to defining the resource and project OBS, see the FAQ "What are some guidelines for setting up the Resource OBS and Project OBS?"

Adding and Changing OBS Nodes

Below is the OBS administration screen, showing the Resource, Project, and Cost Center OBS.

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You can click the arrows to expand or contract any node.

You can move nodes by dragging up or down to the parent node of your choice.

Right-clicking on a node shows the following dialog, which offers multiple options allowing you to edit/rename, insert, or delete nodes.

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Remember to save when your changes are complete. Note that each OBS area on page has its own Save button.

Advanced Node Functionality

The Key, Area, Active and Locked columns allow node specific system behavior supporting advanced client needs:

Key- An additional identifier for the node.

(Functional) Area- Each node can be assigned a specific Functional Area for rollup purposes.

Active- When checked, is visible wherever nodes can be selected. When unchecked, data remains but is not visible. This allows old nodes to be present in the database but not visible.

Locked- When checked, the user cannot add/modify anything in that node.

Before using these capabilities, it is highly recommended to discuss your needs with PDWare.

 

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