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Work Breakdown Structure (WBS)

You can create a WBS Attributes Form under the Activity Manager node.

To create a WBS Attributes Form:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select uDesigner, and then select Activity Manager.
3. From the toolbar, click New and select WBS Attributes to open a new window in General tab.

   The General tab has the following fields:

   • Name
   • Description
   • Type

After you create a design, the system adds the following sub-nodes under the WBS - Home node:

• Detail Form
• Picker

Detail Form sub-node:

The Detail Form sub-node contains the following pre-populated Data Elements (DEs):

• WBS Code (uuu_P6WBSCode)
• WBS Name (uuu_P6WBSName)
• WBS Type (uuu_P6WBSType)
• ETC Technique (uuu_P6ETCComputeType)

The Detail Form sub-node also contains the following hidden pre-populated Data Elements (DEs):

• Planned Units (uuu_P6PlannedTotalUnits)
• At Completion Units (uuu_P6AtCompletionTotalUnits)
• Actual Units (uuu_P6ActualTotalUnits)
• Remaining Units (uuu_P6RemainingTotalUnits)
• Planned Total Cost (uuu_P6PlannedTotalCost)
• Actual Total Cost (uuu_P6ActualTotalCost)
• At Completion Total Cost (uuu_P6AtCompletionTotalCost)
• Remaining Total Cost (uuu_P6RemainingTotalCost)

To assign a Control Account Manager to WBS, you can add the OBS picker up to two times. This will also enable you to auto-populate the DEs from the OBS Sheet to the DEs in the WBS Sheet.

Note: Only OBS picker is available for the WBS sheet design form (no other pickers appear in the custom list of DEs).

If you add the OBS picker in the WBS attributes detail form, the form isbe available in the Data Picker list (select Open, and then select Data Picker) to define a query. You can define query conditions from the Data Picker Configuration window.

You can reverse auto-populate a field in the WBS attribute (to the OBS Sheet).

Note: Only OBS picker is available for the WBS sheet design form (no other pickers appear in the custom list of DEs).

The following functionalities are not required for the WBS sheet:

• DDS
• Summary Elements
• Rules
• Validations
• Linked Elements
• Standard

After you create a Detail Form (creating Picker and Integration is optional), you can deploy the design after:

• Performing an error check
• Changing the status from draft to complete

After you deploy an OBS Sheet design, the user (and the administrator) will not have permission to delete the design.

The Picker sub-node:

You can create a WBS picker, which allows you to roll up amount from a cost type BP-detail form. In this scenario, the system creates a sub-type of cost BP.

The Picker includes a default (OBS Picker) layout in the new design, and the form is pre-populated with the Full Name data. You can define the layout in the uDesigner as follows:

• *WBS ID & Name

  These are mandatory in the WBS picker. The WBS Code corresponding to an activity in activity sheet is available by way of P6, and it is not editable in Unifier.

• WBS Code, WBS Name, WBS Type, & ETC Technique

  These are pre-populated fields in the integration form. If there is no integration form defined, these are the default DEs which will still be available with direction as both.

Adding User Picker or User Data Picker in the WBS Attribute Form

Similar to the Cost Manager, you can add the following data elements in the WBS attribute form:

• SYS BP Currency Amount
• SYS BP Decimal Amount
• SYS BP Integer Amount
• SYS Date Logical Datasource
• SYS Numeric Logical Datasource

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Last Published Wednesday, July 2, 2025