Creating a WBS from a Template

You can add a predefined WBS element from a template to a project.

To add a WBS from template:

  1. Click Projects.
  2. On the Projects navigation bar, click Activities.
  3. On the Activities page:
    1. In the Activity Table, select a project or WBS element and select Row Actions then select Add WBS from Template.
    2. In the Select WBS dialog box, select a WBS from the list of templates and click Select.
    3. In the Copy WBS Options dialog box, select the data items you want to include with the pasted WBS element and click OK.

Tips

Related Topics

About Work Breakdown Structures (WBS)

Working with WBS Elements

Creating a WBS

Configuring General WBS Information

Defining Earned Value Calculations for WBS Elements

Working with WBS Milestones

Working with WBS Categories



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Last Published Monday, December 6, 2021