Modify Segment Definitions

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 project.
In the sidebar, hover over  Cost and Funds, and select Cost Sheet.
On the Cost Sheet page, select the Actions  menu, and then select Edit Segment Definitions.
In the Segments dialog box, make any edits, and select Save.

Tips

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 a new segment definition if the existing segment definition is associated with a CBS code that is already assigned costs.
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.
If you are importing CBS codes, the segment definition specified in the spreadsheet must match the segment definition specified in the application.

Next: Add a CBS Code