GovCon: Organizational Breakdown Structure (OBS) Register
The Organizational Breakdown Structure (OBS) Register is a multi-level hierarchical structure defined for an organization often represented visually in an Org Chart.
Toggles
Feature Toggle(s) | Permanent Toggle(s) |
N/A | AlternativeHierarchies |
?️ Configuration (Admin)
Administration > System > My Installation > Features
Ensure GovCon is checked and click Update
If not already created, an Element of Cost dropdown is required. To set it up:
Navigate to Administration > Smart Forms > Dropdown List.
Click Add, enter Element of Cost as the name, set Area to All, and click Save.
Click the # hyperlink next to the new entry to add your dropdown values.
Once finished, click Save.
Setting up Register
Navigate to Administration > Configuration > Project Registers.
By clicking the GovCon feature under My Installation, the register, its fields, and corresponding dropdown lists are automatically created.
Under Fields, both standard and additional OBS system fields will be displayed. The system fields specific to the OBS register are listed below.
Field Name | Type | Req'd | Source | Group |
|---|---|---|---|---|
OBS Type | Calculated Field | Y | Type: calculated Field | OBS |
OBS_Name | Cascading Ddl | Y | OBS Name | OBS |
OBS Role | Single Select User List | Y |
| OBS |
OBS Description | Text | Y | Display Height: 3 | OBS |
OBS Code | Hierarchy |
| OBS Code | OBS |
Description | Text | Y | existing out of box field | OBS |
Last Date Updated | Date | N | Existing out of box system field | General |
Level | Calculated Field (Integer) | N | Existing out of box system field | General |
Order | Numeric | N | Existing out of box system field | General |
Owned By | User List | N | Existing out of box system field | General |
Parent ID | Single Select Register Record | N | Existing out of box system field | OBS |
Raised By | User List | Y | Existing out of box system field | General |
Raised Date | Date | Y | Existing out of box system field | General |
Status | Single Select Status List | Y | Existing out of box system field | General |
Target Date | Date | N | Existing out of box system field | General |
Additional fields can be added per the customers' requirements.
Suggested Configuration: OBS Roles
Enable visibility of OBS Roles for all users
This ensures Resource Only users appear in dropdown lists when assigning resources.
In many cases, team members assigned to work will not be full Cora PPM users—they’ll be Resource Only users.
Enabling this setting ensures they can still be selected and assigned appropriately
Once completed, click Save.
Note: The dropdown list for system OBS fields is prepopulated and required. However, Admins can modify existing values or add new ones as needed.
OBS Type | OBS Name |
Business Unit | Material Mgmt & Assembly |
Business Unit | Product Engineering |
Business Unit | Test Equipment |
Department | Design & Development |
Department | Material Resource Planning |
Department | Mechanisms |
Department | Quality Assurance (QA) |
Department | Silo Systems |
Department | Test Equip & Metrology Services |
Division | Engineering |
Division | Integrated Supply Chain |
Reminder: Be sure to add your new register to the project tool bar.
Configuration Suggestion: Enable the ability to “Include in Copy Project” for users to be able to copy this register content from one project to another.
Organizational Breakdown Structure Register is built on Cora's native Register functionality. See the general Register articles for further capabilities.
? Items to be aware of (Gotchas!)
Item | Admin, End User, or Both |
|---|---|
Earned Value Management - OBS Register is required for EVM. | Both |
OBS Register needs to be created before WBS due to dropdowns on register that reference OBS Register. | Both |
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