Breaking out the WB Manually

To break out the budget on the Edit WB tab of the Work Breakdown:

  1. Select the Add New Line button.

    The new row displays in yellow, and a dashed line borders the active field.

  2. In the Phase Code column for the new line, enter a number.

    Lines will display in order by item on project documents.

    When creating a phase code:

    • Use numbers and/or letters
    • Do not use special characters
    • Make phase codes sequential.

    Lines are sorted by the first digit of the phase code. If your WB includes more than nine lines, use leading zeroes to sort items correctly. remember to add an item to the original line, too.

    For example: To ensure your line items sort correctly, use 001, 010, and 100 for 1, 10, and 100.

  3. Enter a description to describe the work or expense for the line item. the first line will default to the Contract Description entered on the Project Settings page.

    Note: This is the description that will appear on payment application documents for a line item.

  4. In the Adjustment Account column, enter the amount of money budgeted for the line item.

    Entering amounts in this column will update the amounts in the Work Breakdown Value, Contract Sum to Date, and the Balance to Complete columns.

    When adding Adjustment Amounts on a new line, remember to subtract an equivalent amount from the original line.

  5. Confirm your Working Totals amount.

    The Working Totals display totals, including adjustments that are not yet saved. This row displays in red until you allocate the entire contract value in the table.

  6. After you complete your WB, select the Save Changes button.

    The Working Totals should match the Totals when you complete the work breakdown.

    A Status page confirms the budget has been saved.