Products breakdown structure (PBS) in MS Project Server

Contents:

1. Creating the lookup table to the products breakdown structure (PBS) field in MS Project Server
2. Creating the products breakdown structure (PBS) field in MS Project Server
3. Adding the products breakdown structure (PBS) field in MS Project Server
4. Using the products breakdown structure (PBS) field in MS Project Server
5. Chat

Creating the lookup table to the products breakdown structure (PBS) field in MS Project Server

Steps to create the lookup table to the products breakdown structure field in MS Project Server:

1. Click the "Server Settings" item in the left menu.
2. Click the "Enterprise Custom Fields and Lookup Tables" item in the "Enterprise Data" block.
3. To create the lookup table, click the "New Lookup Table" button.
4. Enter the "Products" in the "Name" field. 
5. Select the "Text" in the "Type" field.
6. You can set multi level outline, add more values of the code mask table. Set up the code mask values:
   • Set the type a separator. 
   • Set the length of level values.
   • Set the character type for each level.
7. Add vlues to the lookup table:
   • Enter the table values in the "Value" column.
   • If you want, you can add the description in the "Description" column.
8. To save click the "Save" button.

Creating the products breakdown structure (PBS) field in MS Project Server

Steps to create the products breakdown structure (PBS) field in MS Project Server:

1. Click the "Server Settings" item in the left menu.
2. Click the "Enterprise Custom Fields and Lookup Tables" item in the "Enterprise Data" block.
3. To create the custom fields, click the "New Field" button.
4. Enter the "Product" or "PBS" in the "Name" field. The name must to be unic. You can use special symbols.
5. Enter the field description in the "Description" field. 
6. Select the "Task" in the "Entity" field.
7. Select the "Lookup Table" in the "Custom Attributes" block.
8. Select the "Products" table.
9. If you want to use a default value:
   • Click the "Choose a value to use as a default when adding new items" box.
   • Select the default value.
10. If you wnat to use multiple values, click the "Allow multiple values to be selected from lookup table" box.
11. To save click the "Save" button.

Adding the products breakdown structure (PBS) field in MS Project Server

Steps to add the products breakdown structure (PBS) field in MS Project Server:

1. Click the "Server Settings" item in the left menu.
2. Click the "Manage Views" item in the "Look and Feel" block.
3. Click the "Tasks Schedule" view.
4. Add the "Product" in the "Fields" block.
5. To save click the "Save" button.

Using the products breakdown structure (PBS) field in MS Project Server

To control the completeness of the project description, a tool such as a product breakdown structure (PBS) is used. You can describe the product of the project in a custom column.

Using this column, you can check the completeness of the description of the process of creating each product of the project.

Steps to use the products breakdown structure (PBS) field in MS Project Server:

1. Click the "Projects" item in the left menu.
2. Select the project and click the project name.
3. Click the "TASK" item in the top menu. 
4. Select the "Tasks Schedule" view in the "View" field in the "Data" block.
5. Click the "Edit" button in the "Project" block and select the "In Browse" item.
6. Choose product's name in the "Product" field.