WBS Categories Page

Overview

Use this page to add and configure WBS categories in all projects.

Screen Elements

Add (Ins) button

Creates a new entry in the current table.

Full Screen

Expands the current work area so it fills the entire display.

Print

Prints the current page, table, chart, or item.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Row Actions menu

Add: Creates a new item.

Delete: Removes the selected item permanently.

Move Up: Moves the selected item up within the same level in the hierarchical arrangement.

Move Down: Moves the selected item down within the same level in the hierarchical arrangement.

Category field

The name of the WBS category. You can use custom WBS categories to organize, filter, and report WBS information in all projects.

Download

Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.

Getting Here

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Projects and click WBS Categories.

Related Topics

About Work Breakdown Structures (WBS)

Creating WBS Categories



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Last Published Friday, October 1, 2021