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Select a work breakdown structure manually

If the work breakdown structure that you need is not listed in either the Recent Work Breakdown Structure Codes or the Favorite Work Breakdown Structure Codes, it is possible to select that code manually.

You can manually select a work breakdown structure by following these steps.

  1. Open a document and if it is not already selected, click on the Lines tab.
  2. Select a line item from the table by selecting its check box.

    The line and its values are displayed in the fields below the table.

  3. Click Choose WBS.

    The Work Breakdown Structure Code window is displayed.

  4. In the Select individual Work Breakdown Structure segments area, select a value for each segment.
  5. Optionally, select Save as favorite.

    When selected, this work breakdown structure is included in the Favorite Work Breakdown Structure Codes list for subsequent invoices.

  6. Click the Set WBS button at the bottom of the page.

    The Work Breakdown Structure Code window closes and your selected work breakdown structure is displayed in the Work Breakdown Structure field.