Create an OBS

As an HR lead, you can create an OBS and assign a user as a leader of each functional organization node, as follows:

Procedure

1. Open any folder and click More commands > New > Add.

   The Add panel is displayed.

2. Select OBS Element as the object type, and the panel refreshes with the fields for defining an OBS element. The ID and revision are pre-populated according to the scheme defined by your administrator.

3. Enter a name, optional description, and department number for the functional organization, and then click Add.

   Optionally, select Is OBS Root to create the OBS root element. You can create only one OBS root element.

   The system creates the OBS root element.

4. Select the OBS root element and create child OBS elements by choosing Add from the results panel toolbar above the structure.

   When creating child elements, ensure Is OBS Root is not checked.

5. Select the first OBS element and click the Overview tab. In the Functional Organization Lead section, click Add from the work area toolbar.

   The Add panel for the functional organization lead is displayed.

6. In the Users section, select the required functional lead and then click Add. You can only assign an existing user and not create a new one. You can use the Group and Role lists to filter the list of users.

   The system assigns the selected user as the functional lead for the first OBS element.

7. Repeat steps 4 and 5 for each OBS element.

8. To designate the final approving functional organization, select the corresponding OBS element in the OBS hierarchy and then click the Overview tab. Choose Edit → Start Edit and then select Final Approving Functional Organization.

   The system designates this organization as able to approve cost estimates during the planning phase and approval of deliverables of the execution phase.

9. To designate a functional organization that does not play any part in the planning and execution of a program, select the corresponding OBS elements in the OBS hierarchy and then click the Overview tab. Choose Edit → Start Edit and then clear Visible in RAM.

   The system excludes the selected organizations from the Responsibility Assignment Matrix (RAM), thereby reducing clutter.