Create a PBS

Create a PBS to provide a structure to organize scope items.

A PBS structure can be created manually or imported along with scope items from a Microsoft Excel file.

To create a PBS:

  1. Add a PBS

    Manually: Add a PBS

    Importing PBS and Scope Items:

    1. Download an Import Template for the PBS and Scope Items
    2. Import PBS and Scope Items
  2. Add a File in a Files Detail Window