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  1. #1
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    Resource Breakdown Structure (RBS) (MSP Server)

    Hello Everyone
    I've researched Tim's book on the RBS. Using that as a starting point it seems to me that to prevent a manager at any level from seeing the employees of another manager at the same level, that each manager would have to have a unique RBS number. Is that correct?

    How do you use the RBS to create the environment so managers see only their direct reports? Then how do you set it so a senior manager can see the direct reports of his junior managers if he chooses?

    Any help would be greatly appreciated.

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    Re: Resource Breakdown Structure (RBS) (MSP Server)

    Jeff,

    I am not familiar with MSP server and can't help. However, I will post to others mods / MVPs to see if others may be able to help. Let us know if you figured out a solution.
    Regards,

    Gary
    (It's been a while!)

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    Silver Lounger GARYPSWANSON's Avatar
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    Re: Resource Breakdown Structure (RBS) (MSP Server)

    Jeffrey,

    Unfortunately, we have not had much luck getting a response to assist you. I posted a request to other Mods and VIP's but there just aren't that many of us with MS Project expertise.

    Could you please post your solution if you did get it to work.

    Thanks
    Regards,

    Gary
    (It's been a while!)

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    Re: Resource Breakdown Structure (RBS) (MSP Server)

    Hello Gary
    Thanks for touching base. When I figure it out I will post something.

    Take care

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    Re: Resource Breakdown Structure (RBS) (MSP Server)

    Jeffrey,

    There are three things that need to happen. 1. You need to setup an RBS that takes the hierachy you want into account. 2. You need to assign the appropriate RBS to the Enterprise Resources and 3. You will then need to set the appropriate security in Web Access. (Under Manage Security, you will need to check the Categories and Security Templates). Focus on these settings under Categories (Users or groups in this category can view all projects they manage; Users or groups in this category can view all projects they are assigned to; Users or groups in this category can view all projects managed by resources that they manage;
    Users or groups in this category can view all projects assigned to resources that they manage.)

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    Re: Resource Breakdown Structure (RBS) (MSP Server)

    Hello

    I agree that I need to setup "an RBS that takes the hierachy you want into account." My question is how to input that hierarchy so that a Senior Manager (for instance) will see only his direct reports and not all Senior Manager direct reports.

    Eric Uytewaal describes the RBS in his new book, Dynamic Scheduling With MS Project 2002, as being "similar to the organizational chart of the organization" (pg 283) but doesn't go into any detail. Tim Pyron in his new book, Special Edition Using MS Project 2002, says "the RBS code can be any code that differentiates resources, but it should be reserved for the code value that is the most important, or most often used, throughout an organization" (pg1021) but likewise doesn't go into much detail.

    The outline codes are basically one dimensional. How do you differentiate between multiple organizational positions that have the same 'level' of responsibility but different 'areas' of responsibility? Or is this a requirement for which the RBS is not intended? Which brings up my last question, just exactly what is the RBS good for?

    Many thanks

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    Re: Resource Breakdown Structure (RBS) (MSP Server)

    Jeffrey,

    This is not easy to explain in this forum, but here goes...
    Define multiple levels in the Code Mask for the RBS first.
    In the lookup table you have the highest level of the Organization (let's say US Operations) as Level 1
    For Level 2 you would indent the next structure (let's say IS, HR, Finance, etc.)
    If we were going to define the IS organization, level 3 might be Vice President (indent each level)
    Level 4 would be the IS departments (let's say Infrastructure & Messaging, Applications, etc.)
    Level 5 would be the position of Director under each department
    You need to alternate Area of responsibility with position in this scenario.
    You would end up with an RBS looking something like this -> US Operations/IS/Vice President/Applications/Director for a Director within the IS group. Assign this to the appropriate Enterprise Resource.
    One of his managers may look like this -> US Operations/IS/Vice President/Applications/Director/Web Applications/Manager
    Now the Infrastructure & Messaging Director would look like this ->US Operations/IS/Vice President/Infrastructure & Messaging/Director
    One of her managers would look like this ->US Operations/IS/Vice President/Infrastructure & Messaging/Director /Security/Manager
    So the Directors are at the same level, but if you setup the appropriate security in Web Access, the Applications Director will not be able to see projects assigned to the people in the Infrastructure & Messaging group.
    This hierarchy is only supported in Web Access views. If you give one Director the ability to modify Enterprise Resources in the Project Professional client, you cannot limit him/her from viewing information on Enterprise Resources in other departments. Client settings out of the box are pretty much all or nothing.
    Hope this helps! <img src=/S/compute.gif border=0 alt=compute width=40 height=20>
    I can send screen shots if you like of what we have implemented, but they are bigger than the 100k limit. I would need your e-mail address.

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    Re: Resource Breakdown Structure (RBS) (MSP Server)

    Many thanks.

    This looks a lot like what I've done so I must be doing something wrong. You offer of screen shots is greatly appreciated.
    jeffw@procomservices.com

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