RBS based on Active Directory

  • Thread starter Mitch Stripling
  • Start date
M

Mitch Stripling

Hey all!

In the application configuration guide for Project Server 2003, it
says that Project Server can base a Resource Breakdown Structure on
the reporting scheme in Active Directory. Well, this rocks, because
that's just what we use--our users are synced in from Active Directory
(good sync, working fine).

Only problem is, I don't know how to link the Resource Breakdown
Structure to the Active Directory scheme. The guide made it sound like
it was very easy, but I can't figure out how to make the hierarchy in
Project Server mirror the Active Directory structure.

Anybody doing this successfully or know how to do it? Seems like a lot
of folks would be asking for this one.

Mitch
 
R

Russ Parker

The RBS works with Active Directory indirectly through the security
templates and categories. The idea is to have an RBS that closely matches
the views that you have setup in the categories. In other words, if you
bring in an executive through Active Directory into the Executives category,
the views assigned to that category should match the RBS hierarchy (
assuming your RBS follows the org chart and is not geographical ) in terms
of what you want an executive to see and who directly reports to that
person. What you don't want to have happen is to allow greater access to
persons who are lower in the org chart. An example portion of an RBS might
be:
CIO
Programming Manager
C+ Development Supervisor
Programmer
Which would look like this in the programmer's resource edit field:
COI.ProgrammingManager.C+DevelopmentSupervisor.Programmer

The CIO would be in the executive category and would have the manager in his
or her direct reports. There really isn't a direct link that creates an RBS
based on the Active Directory groups you have established. It is a manual
process and that is where the matching comes into play. You build your RBS
based on your categories, custom or standard, and who you have doing what in
your system.
I hope this helps a little. There can be quite an involved discussion about
this subject. I would point to some resources for more info, but as you
probably know, there isn't much out there. Microsoft has put together a 5
day class that covers this material in some depth. The course number is 2732
and you can view the outline on their website here:
http://www.microsoft.com/traincert/syllabi/2732afinal.asp

Russ
 
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