我翻译的官方EPM 2007 RBS文档,抛砖引玉,希望看到关于project server 2007实施RBS的重头文章,期待中...
Plan Resource Breakdown Structure (RBS) 规划资源细分结构(RBS) 之一
Enterprise Resource custom fields are used to enforce standardization across all projects, tasks, and resources within an organization. You can define as many Enterprise Resource custom fields as you need in Office Project Server 2007. Because these custom fields are hierarchical, they help to facilitate detailed reporting and modeling of common organizational structures. 企业资源自定义域用于在一个组织内部跨所有项目、任务及资源增强标准化工作。在Office Project Server 2007中,你可以无限制地按需定制企业资源自定义域。由于这些自定义域是分等级的,这就有助于使详细的报告更加便捷和通用的组织结构建模易于实现。 Given the importance of RBS in application security and resource management for Project Server, properly defining an RBS code for your organization is a very important part of configuring Office Project Server 2007 for your organization. The following three factors affect the RBS that you define for your organization: RBS对于Project Server的应用安全性和资源可管理性极其重要,为你的组织定义恰当的RBS代码是设置Project Server 2007的一个重要的环节。下面是影响你为自己组织定义RBS的三个要素: The process that you use for resource assignment in your organization. Are project managers or resource managers responsible for staffing projects? If project managers staff projects in your organization, you are probably using a matrix style of resource management. If resource managers staff projects, you are probably using a hierarchical style. 你的组织内你用来分配资源的流程。项目经理或自愿经理负责为项目安排人员吗?如果你的组织内由项目经理安排项目人员,贵组织的资源管理大体上属于矩阵模式;如果资源经理负责安排项目人员,则属于分级模式。
我翻译的官方EPM 2007 RBS文档,抛砖引玉,希望看到关于project server 2007实施RBS的重头文章,期待中...
Plan Resource Breakdown Structure (RBS) 规划资源细分结构(RBS) 之二
The goals of your organization for securing the project management environment. 贵组织的目标在于项目管理环境的安全可靠性。 The method that you use in your organization to determine whether a resource is appropriate for an assignment 你用来在组织内定义资源是否适合委派的方法 RBS is a predefined Enterprise Resource custom field and is used in the same way that other Enterprise custom fields are used. You can use RBS to define the reporting relationships among users and resources in your organization. Office Project Server 2007 uses the relationships that are defined in RBS to simplify the management of access for users and groups. This is an integral component of resource management and application security. You can use RBS to define five security rules when you are creating security categories in Office Project Web Access. RBS is also used in the following features: Resource Substitution Wizard, Portfolio Analyzer, Build Team from Enterprise in Office Project Professional 2007 and Build Team in Office Project Web Access, and two default security categories, My Direct Reports and My Resources. If you plan to use these features and you plan to use the Enterprise Resource Pool, then you should consider using RBS. RBS经过预定义的企业资源自定义域,其使用方法和其他企业自定义域相同。你可以使用RBS定义组织内用户之间及资源之间的报告关系机制。Office Project Server 2007使用RBS定义的关系机制来简化用户及组的访问管理,它是资源管理和应用安全性的完整的组成部分,在Office Project Web Access中创建安全类别时,你可以使用RBS来定义5中安全规则。RBS还有下列功能:资源置换向导、组合分析器、在Office Project Professional 2007自企业创建工作组,在Office Project Web Access创建工作组、以及两个默认安全类别,即我的直接下属和我的资源。如果你计划使用这些功能及企业资源池,就应考虑RBS的导入。
我翻译的官方EPM 2007 RBS文档,抛砖引玉,希望看到关于project server 2007实施RBS的重头文章,期待中...
Plan Resource Breakdown Structure (RBS) 规划资源细分结构(RBS) 之三
Determine the process 确定流程 To plan an effective RBS, first determine the process that you use for resource assignment in your organization. For example: 规划有效的RBS,首先需定义组织内委派资源的流程。例如: Does the resource manager assign resources? 资源经理负责资源的委派? Does a project manager select a team and then assign resources to tasks? 还是项目经理选择团队然后为任务指定资源? Do both occur? 抑或二者兼有? Is the process collaborative? 流程的可协同性如何? Does an organization or group make staffing decisions? 组织或团队决定资源的委派? RBS has the greatest impact on the resource assignment process when a resource manager is responsible for assigning resources. RBS is less important when the assignment process is collaborative or is the responsibility of a group within your organization. RBS has a small to minimal effect on the resource assignment process when project managers are responsible for resource management. 当资源经理负责分配资源时,RBS对资源分配流程带来巨大的影响;如果组织资源分配流程是协同的或在组织内由团队负责分配,RBS的重要性将递减;而资源管理权限掌握在项目经理手中,RBS对资源分配流程的影响可忽略不计。 Determine the goals 确定目标 Next, determine what your organization's goals are for securing your project management environment. For example: 下一步,是确定保证项目管理环境安全性的组织目标。例如: Is minimal administration a goal for your organization? 组织的目标是管理的最小化? Does your organization generally allow people to view and edit all project and resource data or does your organization prefer to limit access and editing privileges? 组织通常允许员工浏览和编辑所有的项目及资源数据,还是组织希望能对访问和编辑的权限进行限制? If you want to limit access to data, do users within the same group or division of the organization need to be able to view each other’s data? 如果你希望限制对数据的访问,那么组织内同一工作组或部门内的用户需要能够互相浏览彼此的数据吗? If your organization wants a secure system that is also easy to administer, then RBS will play an integral role. If your organization’s project management style is generally less defined or is decentralized, then RBS might play a less important role in your organization’s security model. 如果组织希望拥有安全的系统,同时该系统又是易于管理的,RBS将扮演完整的角色;如果组织的项目管理风格是较少定义或是分散管理型,RBS将在组织安全模型中扮演不太重要的角色。
我翻译的官方EPM 2007 RBS文档,抛砖引玉,希望看到关于project server 2007实施RBS的重头文章,期待中...
Plan Resource Breakdown Structure (RBS) 规划资源细分结构(RBS) 之四
Determine the method 确定方法 Finally, identify the method that your organization uses to determine whether a resource is appropriate for a project. For example: 最后,定义方法,让组织用来确定资源是否适用于项目。例如: Does the departmental or organizational structure matter? 部门或组织结构重要吗? Does the geographic location of a resource matter? 资源的地理位置重要吗? Are the skills of a resource an important factor in determining resource assignments? 确定资源分配时,资源的技能是一个重要的因素吗? How are the above three items prioritized? 上述三项何者具有较高优先级? The answers to these questions can help you to determine the appropriate structure for your organization’s RBS code. Most organizations can use one of the following three options: 这些问题的答案将帮助你确定适宜组织的RBS代码结构,大多数组织使用下列三个选项中的一个作为首选RBS代码结构: An organization-based RBS 基于组织的RBS A geographic-based RBS 基于地域的RBS A modified organization-based RBS 改进的基于组织的RBS Because you can only implement one RBS code, it is important to identify the structure that is most appropriate for your organization. You can modify your RBS over time, but implementing a new RBS after you are already using Office Project Server 2007 to manage projects is a major adjustment. 由于只能选择一种RBS代码在实际项目中实施,故选择最适合自己组织的RBS代码结构是非常重要的,你可以随时对RBS进行修改,但是当你已经使用Office Project Server 2007管理项目时再实施新的RBS代码方案将面临大幅度调整系统的挑战。