Microsoft Office Tutorials and References
In Depth Information
RBS: Kind of like WBS, but for people
If you use the Enterprise Global Template, you
can make use of the RBS (resource breakdown
structure) field, which is a way of ranking
resources in your organization. RBS represents
the organizational structure for resources.
RBS codes assigned by the project manager
or enterprise administrator can help you to
streamline the process of granting
permissions to access online data or to filter for
resources at a certain level in your organization.
The Resource Substitution Wizard and Portfolio
Modeler also make use of RBS levels in their
calculations. You can also use the Group
feature to group tasks by the resource hierarchy of
assignments. After an administrator with the
ability to modify the Enterprise Global Template
sets the RBS field, everybody and their brother
(in your enterprise) can view it. All these tasks
require Project Server, so see Chapter 18 for
more about RBS.
Standard WBS code uses numbers for each level of the code. You can also
create custom codes that provide a few options for how the code is defined.
Read how in the upcoming section, “Customizing the code.”
If you want to visualize your WBS code, consider using Visio WBS Chart
Wizard. If Microsoft Visio is installed on your computer, you can use this
wizard to generate a Visio WBS chart for selected tasks — or all the tasks in
your project. You can use the settings in the wizard to generate a chart for a
specified level in the project outline, such as only level-1 tasks, or level-1 and
level-2 tasks, and so on.
Displaying a WBS code
Here’s the good news: You don’t really have to create a WBS code per se
because the very structure of your outline creates the code. All you have to
do is display it. To do that, follow these steps:
1. Click the Gantt Chart icon on the View bar.
Gantt Chart view appears.
2. Right-click anywhere in the column headings and then choose Insert
Column.
The Column Definition dialog box appears, as shown in Figure 5-8.
You use this dialog box to set options such as column width and alignment.
3. Click the arrow for the Field Name drop-down list and then select
WBS.
Use the scroll bar, if necessary, to locate the field name.
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