Best Practices

  • When creating Enterprise Outline Codes, keep it simple—start with a few important outline codes.

  • Keep the bar high for new Enterprise Outline Codes.

  • Keep the size of lookup tables manageable.

  • Use the shared lookup tables wherever possible.

  • Use the “required” flag carefully.

  • Make sure that each outline code has a clear meaning for your EPM solution users. Keep the end product always in mind.

  • If you want to delete an Enterprise Outline Code, clean up all projects that might have used it first.

  • Minimize future changes to RBS. Many changes can create a significant administrative burden.

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