Hi,
I will explain the RBS Lookup Table in MS PROJECT SERVER 2010. Every user can belong to one department. This department I can choose from RBS lookup table.
For example my company RBS is:
Company
- Projects
- Consulting
- I will open RBS lookup table:
and then:
I will get:
I will fill my RBS structure like this:
and:
OK! Where can I assign the user to the RBS?
and then:
Finally, I will get:
Here I can choose proper RBS value, and assign it to the user.
Be very careful! In Categories you are setting up who can see who! I will show you categories:
and then, for example:
I will get:
Suppose that I have this RBS:
- John – Level 1 – Company
- Mary and Tim – Level 2 – Projects
- Peter and Paula – Level 3 – MS Project Server managers
- Lily, Grey, Jack – Level 4 – MS PROJECT SERVER Team
and
- Becky and Burton – Level 2 – Consulting
- Tony and Gregory – Level 3 – MS Project Server Consultant managers
- Jerry, and Hans – Level 4 – MS PROJECT SERVER Consultants Team
Now, if I select The Project owner is s descendant of the User via RBS, I will get:
- John – Level 1 can see everyone
- Mary and Tim – Level 2 can see Peter, Paula, Lily, Grey, and Jack
- Peter and Paula – Level 3 can see Lily, Grey and Jack
- Becky and Burton – Level 2 can see Tony, Gregory, Jerry, and Hans
- Tony and Gregory – Level 3 can see Jerry, and Hans
- Lily, Grey, Jack, Jerry, and Hans – Level 4 they cannot see anyone
When I say see, I mean they can or cannot see resource and assignment information!!!
If I select A resource on the project’s Project team is a descendant of the user via RBS, I will get:
- John – Level 1 can see Mary, Tim, Becky and Burton
- Mary and Tim – Level 2 can see Peter and Paula
- Peter and Paula – Level 3 can see Lily, Grey and Jack
- Becky and Burton – Level 2 can see Tony and Gregory
- Tony and Gregory – Level 3 can see Jerry, and Hans
- Lily, Grey, Jack, Jerry, and Hans – Level 4 they cannot see anyone
If I select The Project Owner has a same RBS value as the User, I will get:
- John – Level 1 cannot see anyone
- Mary and Tim – Level 2 can see one another
- Peter and Paula – Level 3 can see one another
- Lily, Grey and Jack – Level 4 can one another
- Becky and Burton – Level 2 can one another
- Tony and Gregory – Level 3 can see one another
- Jerry, and Hans – Level 4 can see one another
Regards,
HI Nenad,
thank you for this clear explanation on the RBS.
It was very helpful to me on working on the RBS for my company.
Regards, Arend
Thank You Nenad for this post.
Your posts are very detailed and clear with the screenshots.
But I have just 1 remark:
You have in the example:
■Becky and Burton – Level 2 can see Tony, Gregory, Lily, Grey, Jack, Jerry, and Hans
But I believe that Becky and Burton can never see: Lily, Grey and Jack?
They are in a side group and of the RBQ.
Best Regards,
Wim Cant.
EPM Consultant with Ordina.
Thank you very much! It was typo! I have changed this!
Best Regarads