The Organization Breakdown Structure (OBS) setup refers to the configuration of all elements making up the fundamentals of the organization such as users, groups, titles, business units, sites and teams. The setup of the OBS is the foundation on which all other modules are configured to interrelate with one another. Once properly configured, the system tracks information vital to an organization’s success.
The articles in this section describe how to setup and configure your Organization Breakdown Structure (OBS) within the PSA application as well as how to work with various feature of the software.
Configure System
Setup System-wide preferences, Security, User Defined Fields and Automation.
Configure Site
Setup Currency, Holiday and Regional Settings.
Configure Business Unit*
Setup Business Units and associate with Projects/Users
Configure Resource Types
Create a Resource Type and setup Overtime Policy as well as Leave Time.
Configure Group
Setup Work Types, Leave Time, Business Unit Association and Approvers. Manage Members.
Configure Team*
Setup Teams and Team Members.
Configure Title*
Configure Role*
Role Definition, Members and Forecast Rates.
Configure User
Setup Users. Site and Group Association, Contact, Login Information & Security Profile, Holiday Set, Resource Type Association and Cost & Billing Rules.
Note: * Business Unit, Team, Title and Role Setup are optional.