Organization and Access › Organizational Breakdown Structure › Create OBS Types

Create OBS Types

You create an OBS type to define the levels, units, and objects associated with the OBS. For example, an OBS named "Locations" might define an OBS type for geographical locations.

If possible, qualify department OBS's when naming them for purposes other than entity association. For example, you may require a department OBS specifically for reporting purposes. In this case, you might qualify the name as "Department - Reporting".

To create an OBS Type

1. Select OBS from the Organization and Access menu.

   The Organizational Breakdown Structure page appears.

2. Click New.

   The OBS Properties page appears.

3. Complete the following fields:

   Name

   Defines the name for the OBS.

   Note: Do use special characters in the OBS name, such as the greater than sign, less than sign, slashes, and quotation marks. Otherwise an error will occur when saving.

   ID

   Defines the unique ID for the OBS.

   Description

   Describes the OBS.

   Levels

   Defines the OBS level. At least one OBS level is required. For a location OBS, you may for example create Country as level 1, and State as level 2.

   Limits: 10 levels

4. Click Submit.

More information:

OBS and Financial Entities

Edit OBS Properties, OBS Levels, and Object Associations

Create OBS Units

Enable and Disable OBS Access Rights