› Process documents › Common actions › Manage lines › Choose a work breakdown structure › Choose a recent work breakdown structure code › From Work Breakdown Structure Code window

From Work Breakdown Structure Code window

Whenever you manually select a work breakdown structure, it is added to the Recent Work Breakdown Structure Codes list automatically. This means that you can select it from a list instead of manually entering the work breakdown structure in the future.

You can choose a recent work breakdown structure using the Work Breakdown Structure Code window 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 Work Breakdown Structure Code from lists group, select your code from the Recent Work Breakdown Structure Codes list.
  5. Optionally, select Save as favorite.

    This adds the work breakdown structure to your favorites list for future invoices.

  6. Click Set WBS.

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