Implement the WBS OBS View Analytics

Before you can use the WBS OBS View tab, a number of prerequisite setup tasks are required, both in wInsight Analytics and in the wInsight Analytics module.

The most crucial prerequisite is that the wInsight database must contain the WBS-to-OBS mapping information. If the required WBS-to-OBS mapping information is not available, leave WBS OBS Link in wInsight Analytics Configuration, set to N, and the WBS OBS View tab will not be displayed.

If the required WBS-to-OBS mapping information is available, the remaining prerequisite tasks basically establish a common OBS for all contracts. This is necessary because each contract uses a different OBS in wInsight, so you need to define how the OBS elements from different contracts should be consolidated.

To implement the WBS OBS View analytics, complete the following steps:

1. In wInsight Analytics Configuration, select Y (yes) in WBS OBS Link to activate the WBS OBS View tab.
2. On the server or standalone computer on which you installed the wInsight Analytics module, use Windows Explorer to go to the <installation location>\Setup folder.
3. Open the wInsight_Analytics_Setup.xlsx file in Microsoft Excel®.
4. Go to the OBS_Org_Mapping sheet.
5. In OBS ID and OBS Desc, enter or copy-and-paste all IDs and descriptions for OBS elements that have been mapped to the WBS.
6. In Mapped Organization, enter an organization name for each element. These names display on the WBS OBS View tab when you display data at the lowest OBS level. To combine multiple OBS elements that you want to consolidate into one organization for analysis purposes, assign the same name to each element.
7. Save the wInsight_Analytics_Setup.xlsx file.
8. Go to the Org_Hierarchy sheet.
9. In Mapped Organization, enter or copy-and-paste each of the organization names you set up in the Mapped Organization column on the OBS_Org_Mapping sheet. Each name should only appear once on this sheet.
10. Determine how you want to roll up the OBS data from the level defined in the Mapped Organization column to two higher levels of organizations.
11. In Higher Level, enter the name of the second-level organization to which you want to assign each organization in Mapped Organization. To roll up multiple organizations in Mapped Organization into one second-level organization for analysis purposes, enter the same name for each organization.
12. In Top Level, enter the name of the top-level organization to which you want to assign each organization in Mapped Organization. To roll up multiple organizations in Mapped Organization into one top-level organization for analysis purposes, enter the same name for each organization.
13. Save the wInsight_Analytics_Setup.xlsx file.
14. On the wInsight Analytics Configuration tab of the Configuration application, make sure the Current Period and Historical Data Load options are set to include all of the periods for which you want to load data.
15. Click Save Settings for wInsight Analytics. When this process is completed, wInsight Analytics displays a message that confirms that the settings have been updated successfully.
16. If you have unsaved entries, click to save them in wInsight_Analytics_Config.qvw. Important: If you make any changes to the configuration settings, it is very important that you both click Save Settings for wInsight Analytics and click on the toolbar to save the current configuration settings before you run the data load process. If you do not do both, the data load may not use the most current configuration settings.

When you have saved the settings in wInsight Analytics Configuration, you are ready to run the process to load WBS/OBS mapping data into the analytics data model.