WBS Sheet Node
To access the WBS Sheet node log, go to the shell (User mode), click to expand the Activity Manager module, and click WBS Sheet sub-node.
Note: The location may differ in your implementation based on the Project/Shell User Mode Navigator configuration.
You can use a System WBS Sheet and:
- Define the work breakdown structure (WBS) for the entire project, by using CSV import. The System WBS Sheet is used across all of the manual activity sheets.
- View the rolled-up costs (such as planned total costs/units, actual total costs/units, at completion total costs/units, and remaining costs) associated to the WBS codes in the System WBS Sheet.
- Define custom attributes for additional formulas (such as CPI, SPI calculations, and so forth).
- Capture the actuals incurred from the business processes, by using WBS pickers.
- Filter WBS data based on the Used By column.
- View planned, actual, remaining, and at completion costs and units from all activity sheets into default columns.
You can create the System WBS Sheet rows manually, by:
- Using Add Child and Add Sibling option.
- Using CSV import and RESTful services.
You can use the System WBS Sheet log (the name of the WBS Sheet sub-node log) window to:
- See the list and properties of a WBS sheet.
- Access a WBS sheet.
The System WBS Sheet log is divided into two panes:
- Grid or table (left)
- Properties tab (right)
The WBS Sheet node log displays the only available WBS sheet, the System WBS Sheet. In the System WBS Sheet log, or page, you can click a WBS item and use the three vertical dots icon (
) to expand the screen and see the properties of the item, if necessary.
Note: The EVM data sources should not be seen in the WBS Sheet columns for customers without the EVM license.
The Work Breakdown Structure (WBS) code assignment is applicable only to the manual activity sheet. The Cost Breakdown Structure (CBS) code assignment is applicable to both the manual and the System Activity Sheet.
You can use a System WBS Sheet and:
- Export WBS template
- Import WBS codes using CSV
- Create WBS structure using RESTful services
- Set the Used By Column and filter data
- Define columns using numeric logical source and select multiple Activity Sheets
- Default columns to show costs and units from all the custom Activity Sheets
A System WBS Sheet grid contains information about:
- WBS Code
- WBS Name
- Linked Record
- ETC Technique
- Planned Units
- Planned Total Cost
- Actual Units
- Actual Total Cost
- Remaining Units
- Remaining Total Cost
- At Completion Units
- At Completion Total Cost
- Planned Units
- Planned Total Cost
- Actual Units
- Actual Total Cost
- Remaining Units
- Remaining Total Cost
- At Completion Units
- At Completion Total Cost
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Last Published Sunday, July 20, 2025