Enterprise Project Structure (EPS)

Enterprise Project Structure is a hierarchy that represents the breakdown of projects in the organization.  EPS nodes at the higher level might represent divisions within your company, project phases, site locations, or other major groupings based on your company’s needs and business practices.  It might be easier to visualize the EPS as the folder structure on your computer’s hard drive.  EPS nodes correspond to the folders and projects correspond to the individual files.  Every project in the organization must be included in an EPS node.  It is possible to combine separate P6 schedules under an EPS to represent a single project.  Before subdividing a project into multiple P6 schedules, the complications such as having multiple data dates, inability to calculate a longest path or the concept of default project must be clearly understood.

It is also possible to use EPS to combine contractor, P3 and MS Project (MSP) schedules from subcontractors or other project stakeholders.  The Microsoft Project Plug-in called ProjectLink allows users to use MSP as their daily tool to status projects and at the same time allows the data to appear in P6.  P6 users can see but not make changes to projects managed in MSP.  Projects must be saved locally in MPP format before sending to P6. The user must have rights to import global data and must have rights to the EPS Node the project is under. Only one user can check-in/check-out a project at a time. Most items will be “read only” in Project Manager. Work Products/Docs and Codes are the only items that can be changed in P6.

Although there are no tools to transfer the EPS from one database to another, it can be achieved by making a backup of the source database with the EPS structure and restore the database on the target environment.

P6 – Page Breaks

P6 has the option to insert page breaks after each grouping. To use this feature, “Break Page Every Group” needs to be selected in Page Setup Options tab.

If there are multiple layers of grouping like shown below, the first grouping will be used for page breaks.

The first grouping, in this case WBS, will be used for page breaks.  If the “Page Break Every Group” is disabled. it is probably because the indent option is checked in Group & Sort Screen.  If you want to use this feature you must uncheck the indent option in Group & Sort.

P6 Baselines

According to P6 terminology, a baseline schedule is a complete copy of a project plan that can be compared to the current schedule to evaluate progress.  P6 allows an unlimited number of baselines per project, depending upon administrative preference settings.  Unlike P3, P6 baselines do not exist as separate projects that the user can access unless the baseline schedule is restored and detached from primary schedule.  There are 2 types of baselines Project and User Baselines.  As shown in figure below only up to three user baselines and one project baseline can be assigned per project for comparison purposes.

The user can assign primary, secondary, and tertiary baselines.  User baselines are user specific, meaning that another user opening the project will not be able to see the same baseline unless that user also assigns the same baseline.  If a baseline is not selected, the current project is used by default.  This means that planned dates are used as baseline dates.

If another project is defined as the baseline, then the baseline dates are determined by the Earned Value Calculation option under Admin, Admin Preferences, Earned Value tab shown in figure below.

  • If Budgeted values with planned dates is selected, the baseline dates are equal to the Baseline project’s Planned Start and Finish dates.
  • If either At Completion Values with Current Dates or Budgeted Values with Current Dates is selected then the baseline dates are equal to the Baseline project’s Start and Finish dates.

 There are two ways of adding a new baseline shown in figure below.  Save a copy of the current project as a new baseline saves the current state of the open project as a baseline for the project.  When you save a copy of the current project as a new baseline, the baseline title uses the project name and a suffix of – Bx, where x equals 1 for the first baseline you save for a project, 2 for the second, and so on. The baseline name can be changed.

Convert another project to a new baseline of the current project allows the user to select a different project to use as a baseline for the current project. When you choose to convert another project to a baseline, the project you want to convert cannot be open or have baselines assigned to it. The converted project’s name is used as the baseline name.