This article describes the OBS (Organizational Breakdown Structure) view of the resource pool in Meisterplan.
- Opening the OBS View
- Overview of the OBS View
- Viewing the OBS Hierarchy
- Renaming an OBS Unit
- Applying or Discarding Changes
- Adding an OBS Unit
- Deleting an OBS Unit
- Backing up and Restoring OBS Units
Opening the OBS View
Select Organization (OBS) in the list of data types to the left to open the OBS view.
Overview of the OBS View
In the OBS view, you can view, rename, add and delete units of the Organizational Breakdown Structure.
The view displays a hierarchical list of all OBS units in the middle. You can edit the name of the selected OBS unit in the right panel.
Viewing the OBS Hierarchy
The hierarchical list of OBS units displays the OBS hierarchy: A little arrow icon next to an OBS unit indicates it has sub-units. Clicking the arrow icon will expand or collapse the structure under the OBS unit.
Renaming an OBS Unit
To rename an OBS unit, select its list item, then enter the desired name in the right panel.
Applying or Discarding Changes
Like any changes you make in the resource pool except for deleting items, renaming an OBS unit is preliminary.
Click Apply to save your change.
Click Discard to revert your change.
Adding an OBS Unit
Add Top Level OBS Unit: click the plus icon above the hierarchical OBS list.
Add OBS Sub-Unit: point at the desired parent OBS Unit and click the plus icon in its list item.
A new list item will be inserted for the new OBS unit, either on the top level or indented below its parent OBS unit.
Please note: OBS sub-units can be connected to roles and resources, while top level units cannot.
Name the new OBS unit in the right hand panel.
Click Apply to create the new OBS unit.
Click Discard to cancel creating an OBS unit.
Deleting an OBS Unit
To delete an OBS unit, point at it and click the garbage can icon displayed in its list item.
You will be asked to confirm the deletion. If you do, the selected OBS unit and any sub-units will be deleted.
Projects and Resources assigned to any of the deleted OBS units will lose their OBS assignment.
Backing up and Restoring OBS Units
You can create a backup of your data before actually deleting anything using the Excel export available in the More Actions menu of the toolbar for the Portfolio Designer view.
If you reimport OBS units, resources and projects with the IDs used initially for them via Excel, CA PPM or another data source, the OBS units and their assignments to resources and projects will be restored.