End User - Organizational Breakdown Structure (OBS) Register

Modified on Mon, 28 Sep at 2:08 PM

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.

content.emoticon.computer How to Use This Function or Component (End User)

  • Navigate to the OBS Register on the Project Toolbar.

    • image-20250618-185550.png

  • Click Add at the top-left of the register to open the details panel.

    • image-20250618-185610.png

  • Enter the required information in the fields provided.

    • Note: Parent ID will be blank until after the first register item is added as this a dropdown list that references register items that have been previously created.

  • To expand the data entry view, click the expand icon (blue star) in the top-right corner of the details panel.

  • A summary of the entered data appears on the right side for quick reference.

  • When complete:

    • Click Save to add the record to the register.

    • Click Submit to add the item to the workflow (if applicable).

  • Close the dialog box.

    • image-20250618-185803.png

  • Your new item is now added to the register.

    • image-20250618-185852.png

 

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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