The RBS Lookup Table in MS PROJECT SERVER 2010

 

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:

image

and then:

image

I will get:

image

I will fill my RBS structure like this:

image

and:

image

OK! Where can I assign the user to the RBS?

image

and then:

image

Finally, I will get:

image

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:

image

and then, for example:

image

I will get:

image

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,

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project Server 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , . Bookmark the permalink.

3 Responses to The RBS Lookup Table in MS PROJECT SERVER 2010

  1. Arend says:

    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

  2. Wim Cant says:

    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.

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