System WBS Sheet Log Toolbar options
The following explains the System WBS Sheet log toolbar options:
Add Column (
)
Enables you to create a new column by providing values for the following mandatory fields:
- Name
- Type
- Datasource
- Data Format
- Display Mode
- Total
- Column Position
View > Create New View - Manage Views
Enables you to change the view of the WBS Sheet window. You can use this option to access created views, create new views, or manage the existing views.
Edit View
Enables you to select which columns to be displayed or remain hidden, apply filters, group and sort by available fields and to save custom views.
- In the Columns tab, add/remove/reorder columns in the default view. You can save as a custom view.
- In the Filter tab, add conditions to filter the results of a column.
- In the Group By tab, create or modify groups using column elements. For example, activity status.
- In the Sort By tab, define the sorting order (Ascending or Descending) of columns.
Print > Export To CSV - Export To Excel
Enables you to print or export the System WBS Sheet contents.
Notes:
- For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
- If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
Refresh
Enables you to see the added values to the columns of the System WBS Sheet.
Find on Page
Enables you to search a for a System WBS Sheet on the worksheet (window).
Expand All Groups or Collapse All Groups
Enables you to expand or collapse a System WBS Sheet to see the subordinates. The tree-like structure displays the summarized WBS and corresponding values of the project selected in the Projects list. You can export the WBS structure from the sheet.
Menu Options ( )
Enables you to do the following:
Import
Enables you to import Column Details.
The Column Name drop-down list in the Import Column Details window displays all of the direct cell entry columns that have been added to the sheet. You can select any one column and import the values into the column, using the exported CSV file.
Export
Enables you to export WBS Details, Column Details or Summary WBS Sheet. When you select Summary WBS Sheet, the exported file will contain the entire System WBS Sheet information including all WBS Codes and columns data.
Columns
Enables you to hide or unhide (Unhide) columns as well as Copy Column Data.
Row Coloring
Enables you to apply Multiple Colors or Single Color to the columns.
Variance Analysis Setup
Enables you to set up the variance analysis by selecting the BP, workflow, record owner, and trigger conditions.
Create Variance Analysis Record
Enables you to create the variance analysis records for all of the WBS Codes in the sheet. Before creating a Variance Analysis Record, you must set up the Variance Analysis at WBS level. Ensure that the business process that you select is active; otherwise, the system displays this message: "Business Process has not been selected."
Audit Log
Enables you to open the Audit-Log: System WBS Sheet window and see a list of associated events related to the sheet.
Last Published Sunday, July 20, 2025