Enter Work Breakdown for Main Contractors

Use the Edit Work Breakdown page to enter the budget after a project is created on the system.

At first, the Edit Work Breakdown page shows a single line item. The Description column displays the Contract Description entered on the Project Settings page, and the Work Breakdown Amount column shows the Original Contract Value.

The Work Breakdown (WB) is your project's budget within the system. As a Main Contractor, you may only need a single line item. You will need to add lines to the WB to show a detailed budget (work breakdown) and payment application if you:

Use the Owner Billing setting
Provide a payment application to the Owner.

Either upload the budget or enter a detailed budget (work breakdown) manually.

Note: Only users with the Project Manager role can edit a WB.

This is the sixth and final step in the Create Project workflow.

Working with the Work Breakdown Page

About Modifying the Work Breakdown

Breaking out the WB Manually

Uploading a New WB from CSV

Edit WB Tab Overview

Edit Contract Tab Overview

Edit Billings Tab Overview

Navigate to the Edit Work Breakdown Page