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:

On the Navigation Menu, expand Projects and click Activities.
On the Activities page:
1. In the Activity Table, select a project or WBS element and select Context 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.

Tip

The application automatically assigns the WBS element a name based upon the selected WBS.
The new WBS element is created and saved automatically as a child of the selected WBS element.