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System WBS Sheet Log Properties Tabs

The following explains the properties tabs of the System WBS Sheet log:

On the right pane, you have the option to use the icons (on the right) to expand the pane or to dock the pane.

The following is a list of applicable properties tabs for each item in the System WBS Sheet log:

Note: Users who have at least the view permission for the auto-created record should be able to view the record by double-clicking.

• WBS Line Items tab

  Displays the title, description, and amount, or quantity, of the WBS Line Items.

• Cell Details tab

  Displays the following information:

  • WBS Code
  • Currency
  • WBS Name
  • Cell Total Quantity
  • Column Name
  • Status
• General tab

  Displays details about the WBS Attribute Form such as the CM WBS name, code, and WBS type, ETC Technique, and EVM PV.

• Earned Value tab

  Enables you to select a technique for computing the Estimate to Complete (ETC).

• Variance Analysis tab

  Enables you to access information about the BP setup, workflow, and record owner. The tab also enables you to see the trigger conditions. Once finished adding values, click Create Now, or click Save to keep your changes.

  This tab displays the following information:

  Setup block

Business Process

You can select the Business Process at WBS Code level similar to the Variance Analysis Setup done at WBS Sheet. The drop-down menu lists of all project level or shell level BPs, enabling you to select a new value or modify the existing value.

Bypass Initiation Step during auto creation

If you select this option, then the auto-created BP record will bypass the initiation step and land on the second step of the workflow.

Select Workflow

You can select a workflow if your selected BP has multiple workflows. The Select Workflow field function is similar to the Variance Analysis Setup window.

Record Owner

You can select the record owner at WBS level. This field lists all of the OBS Pickers, User Pickers, and User Data Pickers added to the WBS Attribute form. When you select the OBS Picker as the record owner, then the picker in general tab displays the OBS users that you had selected.

Trigger Conditions block

Multiple trigger conditions can be defined for each WBS level. Adding trigger conditions is similar to adding at WBS Sheet level setup. You can add one or more additional conditions to indicate trigger condition of the current WBS. The Data Element, Condition, and Value must be specified exactly the same way as specified in the Variance Analysis setup at WBS Sheet level.

The Create Now option is enabled once you select the required fields on the tab. Use the Create Now option to auto-create the business process record manually if a BP is present in the setup. If the record owner is not specified, then the system uses the auto-creator in the destination BP (auto-creation tab) as the record owner.

Note: Any trigger conditions defined are ignored in case you select the Create Now option.

• Linked Records tab

  Enables you to access the records that are linked the sheet by listing all of the linked records and details about each link such as record number, BP name, and so forth.

  For a WBS code, the Linked Record column indicates whether there are any associated auto-created records for the WBS code. When you click the link, the right pane opens, with Linked Records tab highlighted.

  The Linked Record column can be empty if no auto-creation of variance analysis record has been triggered.

  All the auto-created records are shown in the Linked Records tab for each WBS code.

  The following explains the toolbar options:

  • Refresh: To refresh the items based on the latest records.
  • Find on Page: To enable you to conduct a text-based search for each column.

  The following explains the columns:

  • Record Number: System auto-created business process record number.
  • BP Name: The name of the Business process.
  • Title: the title value from the business process record.
  • Status: The current status of the auto-created record, including the terminated records.
  • Created By: The username of the user who is creator of the auto-created record.
  • Creation Date: The date that the record is auto-created.
• Variance Analysis History tab

  Enables you to access history details for associated actions related to the sheet.

  When a variance analysis record auto-creation fails, when you hover over the link cell, the following message is will be displays: "<failure reason>. Click to see history details." When you click, the right pane displays the history details. Here are some of the failure reasons:

  • Business Process is not configured.
  • Record owner does not have create permissions.
  • Record owner is not active.
  • Trigger conditions are not satisfied.

  If the rotate icon is displayed instead of the link icon, then the auto-creation of the record is still in progress. The link icon is displayed after the auto-creation is complete.

  This tab captures the list of failed auto-creation for each WBS code, in case business process is inactive or trigger conditions have not been met, and so on. The following is a list of the columns in this tab:

  • Event: Displays, "Error" for failed auto-creations.
  • Action: Displays, "Auto Create."
  • Field Name: This will be WBS code where the auto creation failure occurs.
  • New Value: Displays the error text.

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Last Published Sunday, July 20, 2025