Copy a Parent Workspace CBS

Copy the parent workspace CBS if your project will use the same CBS as the workspace. You can keep your project up-to-date with the workspace CBS by importing additional CBS codes at any time.

To copy a parent workspace CBS:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Cost and Funds, and select Cost Sheet.
  3. On the Cost Sheet page, select Create CBS.
  4. In the CBS Setup dialog box, select Copy from other, and select Next .
  5. Select the CBS you want to copy, and then select Next .
  6. Select the CBS hierarchies you want to include, and then select Next .
  7. Select one or more budget or actuals sources, and select Finish.