Add a WBS from a Template or Other Project

If your organization uses templates or a standardized structure across projects, you can save time when adding WBSs by copying them from a project template or another project in your workspace or parent workspaces. You can choose objects within the WBS that you would like to copy into your project, including activities, relationships, project-level codes, workspace-level codes, configured fields, and assignments. The chosen WBS and any child WBSs are copied as children of the WBS you selected on the page.

You can perform this task from the project Activities page or WBS page. To do so, the page must be grouped by WBS. You must have the required security privileges to add a WBS from a template or other project.

To add a WBS from a template or other project:

Navigate to the WBS page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule or  Scope, and select WBS.
In the table, select a WBS row, select the  Context menu, and then select Add WBS from Project.
In the Add WBS from Projects dialog box, filter the display of WBS results by selecting Templates or Other Projects.
Select the  Tree/List  to view results in a tree or a list.
Expand or collapse the hierarchy of project templates or projects, and then select a WBS.
Select Show Activity Details to view a list of activities associated with the selected WBS.
Select Add WBS to add the selected WBS immediately, or select Next to choose the items you would like to copy, and then select Add WBS.
All changes made to this page are saved automatically.

Last Published Tuesday, May 21, 2024