Add a PBS

Add a PBS to define the structure to be used to organize scope items.

The PBS structure is pre-populated with one node called Default PBS. Default PBS can be used in projects that do not use a formal PBS or can be renamed. Default PBS can be deleted once another PBS node exists. One PBS node must always exist.

To add a PBS:

In the object selector, select a project.
In the sidebar, hover over  Scope, and select PBS.
Select  Add.
In the new row, complete the following fields:
- Name: The name of the PBS.
- Code: The parent PBS code will be the prefix for additional child PBSs.
Continue to add PBS elements. To configure the PBS items in a hierarchy, use the  Context menu to move elements right or left to illustrate the hierarchical structure.
Select Save.

Tips

A PBS node cannot be deleted when a scope item is assigned to it or any of its child nodes and the project baseline has been set.
The Default PBS can only be deleted if another PBS exists.

Next: Download an Import Template for the PBS and Scope Items