Organizational Breakdown Structure

The Organizational Breakdown Structure (OBS) represents the hierarchical company structure. It is the way your company is structured and divided, such as departments, districts, sectors, etc. Roles and permissions can be added at different levels in your OBS, so users with district level access would have access to all the projects under that district’s umbrella. For more information, see Organizational breakdown structure in Platform.

To access the OBS, from the main menu click All projects & organizations, and then select the Organizations tab.

Unique budget code segments

You can populate budget segments in Workspaces to show a unique code label. Unique budget code segments contain additional options to identify a cost item using four independent fields that are separated by periods. Budget codes can be configured at the organization level and are primarily used with Time Center.

When the edit WBS phase codes and budget segments permission is assigned to a role in Suite administration > Roles and permissions > Control, users are allowed to populate the WBS phase codes and budget segments in the CBS workspace. This permission only applies based on configurations set for the WBS phase code and the budget segments. The edit WBS phase codes and budget segments permission must be selected to allow users to edit WBS phase codes and budget segments.

When only the Add wbs phase code and budget segments permission is assigned, users are only allowed to import WBS phase code and budget segments, and not to edit them.

When importing, users who have only been assigned the Add wbs phase code and budget segments permission must use the New items option in the Import CBS data dialog box.

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