Working with the Work Breakdown Page

Enter your project's budget on the Edit WB tab of the Work Breakdown (WB) page.

Only users with the Project Manager role can edit a Work Breakdown (WB).

  1. Save Changes Button: Save changes you made on the page. When you select the Save Changes button, you will see a Status page, confirming changes were saved.
  2. Revert to Saved Button: Discards changes and returns the WB to the last saved version
  3. Period Context: Shows a message defining when the changes impact the project.
  4. Contract Description: Acts as a label for the WB table.
  5. Edit WB Tab: Use this tab to modify values for the line item.
  6. Edit Contract Tab: View and access subcontracts associated with the project, VAT rates to a line, and change Self Performed status.
  7. Edit Billings Tab: View and edit billed to date amounts.
  8. WB Table: Contract components appear as individual line items. The description of the component becomes the label of a Subcontractor's WB when you link a subcontract to your WB. Use the available buttons to manage your project budget.
    • Add New Line: Adds a new line to the WB table. Your cursor will be in the new line. The active line displays in yellow.
    • Copy Selected: Adds a copy of the active line immediately below the original.
    • Delete Selected: Deletes the active line.
    • Browse: Displays a dialogue box to select a file from your device.
    • Upload New from CSV Button: Upload a file selected from your device into the WB table.
    • Download Example CSV File Link: Download a sample Excel file to your device to use as a template if you plan to upload a CSV file to use as your WB.