Enterprise Project Structure

The Enterprise Project Structure page allows the user to create a hierarchy which helps to organize the projects.  The Enterprise Project Structure is made up of nodes which can represent companies, divisions, or business units.  Projects can be assigned to different nodes and may be used for reporting and project assignments to users.  Only users with Read/Write access or View access can view this page.  Users with Read/Write access can add a new node, rename already existing nodes, remove a node, add a project to a node, promote nodes, demote nodes, and change the order of the nodes.  The super user with Read/Write access can import nodes.  Users with View access for the Enterprise Project Structure page can only view the various nodes and projects assigned to it.

 

eps

Figure 1

Select Node:

Steps:

  1. Administration —> Enterprise Project Structure
  2. Click on the node shown in the tree structure to select.  (Figure 1)

Import EPS:

EPS nodes can be imported only by Super Users and only if the project has not been assigned to any available nodes.  The imported file must be of type csv, xls, mpp or xer.  Before a file is imported, all nodes except the root node must be deleted in order to accommodate the new nodes.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Click the IMPORT EPS button.  A pop up appears.  (Figure 2)
  3. Click the BROWSE button.  Select the required file.  (Figure 2)
  4. Click the UPLOAD FILE button to finish.  (Figure 2)

Sample sheet used for import:

 

WBS code Description Outline Level
A ABC123

1

B ABC124

2

C ABC125

2

 

import_eps

Figure 2

Export XLS template:

This functionality is used to get a sample XLS file for importing to the breakdown structures.

Steps:

    1. Administration —> Enterprise Project Structure 
    2. Click the EXPORT XLS TEMPLATE button.  User will get a sample template on excel.  (Figure 3)

Sample Excel Template: 

eps_sample_excel

Figure 3

Add EPS Node:

This functionality is used to add a new EPS node.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the ADD NODE  button.  (Figure 1)  A pop up appears.  (Figure 4)
  4. Enter the node name and description.
  5. Click the SAVE button to save the details.  (Figure 4)

EPS_addnode

Figure 4

Remove EPS node:

This functionality removes an existing EPS node.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the REMOVE NODE button.  (Figure 1)  After receiving the confirmation message, click the OK button.  The node is removed from the system.

Rename EPS node:

This functionality is used to rename an existing node.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the RENAME NODE button.  (Figure 1)  A pop up appears.  (Figure 4)
  4. Rename the fields needed.
  5. Click the SAVE button to save the details.  (Figure 4)

Add Project to node:

This functionality is used to add a project to the selected node.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click Add under Detached Projects section to add the project to the node.  (Figure 1)

Detach Projects:

This functionality is used to detach the project assigned to a node.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the Delete icon under Node Content section to detach the project.  (Figure 1)  After you receive the confirmation message, click the OK button.  The project will be unassigned from the node.

Expand EPS nodes:

This functionality is used to expand all the nodes under Enterprise Project Structure.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the Expand All icon to expand all the nodes.  (Figure 5)  Upon Expansion, the tree structure becomes like that shown in Figure 6.

Collapse EPS Nodes:

This functionality is used to collapse the expanded nodes shown in Figure 6.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the Collapse All icon shown in Figure 6.
  4. The Nodes are collapsed and the tree structure becomes like that shown in Figure 5.

 

eps_expand_all

Figure 5

 

eps_collapse_all

Figure 6

Promote EPS nodes:

This functionality makes the level of the child node the same as that of the immediate parent.  For Example, consider the node eps6: eps6 (Figure 7) which is a child of the node Upstream: desc4.  When promoted, eps6: eps6  is on the same level as Upstream: desc4 (Figure 8).  A node cannot be promoted if it does not have a parent.  For example, the root node cannot be promoted.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the Promote icon to promote the node.

 

eps_promote

Figure 7

 

eps_promote_2

Figure 8

Demote EPS nodes:

When a node is demoted it becomes the child of the node which is of same level and which lies just above it.  For Example, consider the node eps6: eps6 (Figure 8) which is of same level as node high order:.   When eps6: eps6 is demoted, it becomes a child node of the node high order: (Figure 9).  A node cannot be demoted if there is no other node of the same level as the node selected.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the Demote icon to demote node.

 

eps_demote

Figure 9

Up Order:

This operation is used to move a node up the tree.  This can be applied only to nodes of the same level and this operation is not applicable for the first node.  For example, consider the nodes Downstream: desc3 and Logistics: desc2 in Figure 9.  The node Downstream: desc3 is located below the node Logistics: desc2.  When an Up Order operation is applied to the node design, it moves above the node Logistics: desc2.  Figure 10 shows the tree structure after the Up Order operation is applied.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the Up Order icon to move the node up a level.

 

up_order

Figure 10

Down Order:

This operation is used to move a node down the tree structure.  This can be applied only to nodes of the same level and this operation is not applicable for the last node.  For example, consider nodes Downstream: desc3 and Logistics: desc2 in Figure 10.  Downstream: desc3 is located above Logistics: desc2 in Figure 10.  When Down Order operation is applied to the node Downstream: desc3, it comes below the node Logistics: desc2, refer Figure 11 which shows the tree structure after Down Order operation is applied.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Select a node.
  3. Click the Down Order icon to move the node down a level.

 

down_order

Figure 11

Export XLs template:

This functionality is used to get a sample xls file for importing to the breakdown structures.

Steps:

  1. Administration —> Enterprise Project Structure
  2. Click the Export XLs template link. User will get a sample template on excel. (Figure 3)

Sample excel template: