Project Structure

Enterprise project structure (EPS) 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.

Defining the EPS

All projects in the enterprise exist within the EPS

hierarchy,
The levels and structure of your companys EPS

depends on the scope of your projects and how you want to summarize data
Once the EPS hierarchy is defined, you can begin to

develop projects by adding information, activities, and resources.

EPS Structure

Set up the EPS structure

You can change the EPS Structure to suit your organization Assign a responsible person for each node and project

within the EPS Choose Enterprise > Enterprise Project Structure Add or edit EPS structure Change the hierarchical position of the new element Click Close. Choose Enterprise, Projects then specify project details such as dates, resource and budget information, and so on.

Organizational breakdown structure (OBS)

A global hierarchy that represents the managers responsible

for the projects in your enterprise.

The OBS usually reflects the management structure of your

organization, from top-level personnel down through the various levels constituting your business.
You can associate the responsible managers with their areas

of the EPS either nodes or individual projects.

Work breakdown structure (WBS)

A WBS is a hierarchy of work that must be

accomplished to complete a project, which defines a product or service to be produced.

The WBS is structured in levels of work detail,

beginning with the deliverable itself, and is then separated into identifiable work elements.

Getting Started
Create new Project File > New Follow the wizard Choose EPS level for your project Choose other project details You can use methodology management to import

project template through Project Architect

Activities
Activities are the fundamental work elements of a project. Lowest level of a WBS and the smallest subdivision of a

project that directly concerns the project manager

Although you can divide activities into steps, an activity's

primary resource is typically responsible for managing and tracking the progress of an activity's steps
The project manager is typically responsible for managing

and tracking the progress of the overall activity

Gantt chart and Activity details

Adding activities
Select Add icon at the right toolbar Follow the wizard

OR Right click at the table area > Select Add For Wizard on /off Edit > User preferences Assistance > Uncheck/Check Use new activity wizard

Activity Details
View > Show on Bottom> Activity Details Input Activity start and finish dates Activity calendar Activity type, duration type, and percent complete type, Activity codes and values Constraints on the activity's scheduled start and finish

dates

Expenses

 Predecessor and successor relationships Work products and documents and deliverables Resources Notes and feedback Roles Steps Work breakdown structure element

General
Activity: Type Activity ID and Name Activity Type: Activity types control how an activitys

duration and dates are calculated. Choose from six activity types:
Task dependent:
Multiple resources assigned to the same

activity need to work together Assigned resources schedule according to the activitys calendar

 Resource dependent
Multiple resources assigned to the same activity can work

independently
Resources assigned are scheduled to work according to the

resources calendars
The activitys duration is determined by the availability of

resources to work on the activity.

 Level of effort activity Use level of effort activities for on-going tasks that depend

on other activities. Activitys duration is dependent on its predecessor and/or successor activities. Level of effort activities cannot have constraints assigned to them.

 Start or Finish milestone activity A start or finish milestone activity marks the beginning or

end of a major stage in the project. zero duration activity. A start or finish milestone may have a primary resource and expenses associated with it, but cannot have resource assignments, role assignments, or time-based costs such as labor. You can assign work products or documents to milestones

Duration Type

Fixed Units/Time: Resource units per time to remain constant when the

activity duration or units change. D X U/Tct = U (total Units) This type is used when an activity has fixed resources with fixed productivity output per timeperiod. You most often choose this duration type when you are using resource dependent activities.

 Fixed Duration & Units/Time:

Activity duration to remain constant and the remaining

units to change. Dct X U/T = U (total Units) or RU This type is used when the activity is to be completed within a fixed timeperiod regardless of the resources assigned. You most often choose this duration type when you are using task dependent activities.

 Fixed Units:
Activity units to remain constant when the duration or

resource units per time change. D X U/T = Uct (total Units) or RU This type is used when the total amount of work is fixed, and increasing the resources can decrease the activity duration.
You most often choose this duration type when you are

using resource dependent activities.

Fixed Duration & Units: Activity duration to remain constant and the units/time to change. Dct X U/T = U (total Units) or RU This type is used when the activity is to be completed within a fixed timeperiod and the total amount of work is fixed.
You most often choose this duration type when you are

using task dependent activities.

Percentage Complete Type

Physical: Percent complete will be entered by the user for this

activity.

Activity % Complete = Physical % Complete.

Duration: Percent complete be calculated from the original and

remaining durations. Activity % Complete = Duration % Complete = (OD RD) /OD

Units: Percent complete be calculated from the actual and

remaining units Activity % Complete = Units % Complete = (Actual Labor Units + Actual Nonlabor Units) (Actual Labor Units + Actual Nonlabor Units +Remaining Labor Units + Remaining Nonlabor Units).

Activity Calendar
Choose the calendar that you want to assign to the selected

activity, then click the Select button. Create a project calendar Choose Enterprise, Calendars, then choose Project. Select the calendar you want to copy for the new project calendar, then click the Select button. Type the new calendar's name. Click Modify and edit the new calendar.

Set the project default activity calendar

Choose Enterprise, Projects and display project details Click the Defaults tab. In the Defaults for New Activities section, select a

default calendar.
Tip Click the Options bar in the Select Default Project

Calendar dialog box to display global or project calendars. Note The default calendar is only used for new activities. Changing this setting does not affect existing activities.

Primary Resource
An activity's primary resource is typically the resource who

is responsible for coordinating an activity's work.

Using Timesheets, the primary resource also updates the

activity's start date, finish date, and expected end date.

May also be responsible for reporting the material

resource's units as well.

All Labor resources are responsible for reporting their own

hours for assigned activities.

Responsible Manager
The name of the organizational breakdown structure

(OBS) element assigned to the selected activity's WBS element. WBS

The selected activity's assigned work breakdown

structure (WBS) element. To assign a new WBS element to the selected activity, click

Status
Original: The expected number of work periods required

to complete the selected activity. You can type a new time value and unit. Actual: The actual number of workperiods spent on the selected activity. If the selected activity is complete, type a new number. Remaining: The remaining number of workperiods needed to complete the selected activity. If the selected activity is in progress, type a new number. At Complete: An estimate of the duration at completion time for the selected activity. (At Complete Duration = Actual Duration + Remaining Duration). If the selected activity is in progress, type a new at complete estimate.

 Total Float: The amount of time the selected activity can be delayed, without delaying the project's finish date.

Free Float: The amount of time the selected activity can be delayed, without delaying the immediate successor activities.

 Status
Started: Mark to indicate that the selected activity has

started. Finished: Mark to indicate that the selected activity is complete.

Exp Finish: The date the activity's primary resource

expects the activity to end. Only the primary resource can edit this date.

 When you add an Expected Finish date, the calendar

defaults to the date and time of the activity's Early Finish date. When you edit an Expected Finish date, the calendar defaults to the date and time that is currently in the Exp Finish field. %: If the selected activity's percent complete type is set to Duration, the selected activity's duration percent complete is calculated from the original and remaining duration. If the selected activity's percent complete type is set to Units, this field displays the selected activity's unit percent complete, as calculated from the actual and remaining units. If the selected activity's percent complete type is set to Physical, this field displays the selected activity's physical percent complete, which is manually entered.