Modify a Workspace Segment Definition

Use segment definitions to control the depth of the CBS hierarchy and how codes are concatenated. The number of segment definitions you create determines the number of hierarchical levels you can have in your CBS. For example, if you only define one segment, then the CBS will be a flat list with one level. If, however, you define two segments, then the CBS can be two levels deep, with some CBS codes nested under the top-level CBS codes.

To modify a segment definition:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Dictionaries, and then select CBS.
On the CBS page, select the Actions  menu, and then select Edit Segment Definitions.
In the Segments dialog box, make any edits, and select Save.
In the Summary & Settings panel, select  Close.

Tips

You cannot add a new segment definition if the existing segment definition is associated with a CBS code that is already assigned costs.
You cannot remove a segment definition if the CBS codes form a hierarchy as deep as the row number of the segment definition.
You cannot add or remove segment definitions to or from a workspace or project CBS that has been copied from its parent. However, importing from the parent CBS may pull down additional segment definitions.

This setting is used in the following apps:

Cost and Funds

Risk

Scope

Last Published Monday, June 24, 2024