Select a work breakdown structure code
If you have marked any work breakdown structure as favorites, they are saved to the Favorite Work Breakdown Structure Codes list. This makes things much easier than manually typing in that work breakdown structure each time.
You can choose a work breakdown structure by following these steps:
- Open a document and if it is not already selected, click on the Lines tab.
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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.
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To select a work breakdown structure code, do one of the following:
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Select a value from the WBS Code list. This is a list of recently used work breakdown structure for the corresponding business unit.
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If there is no suitable work breakdown structure in the list, click Choose WBS.
The Choose Work Breakdown Structure Code window is displayed.
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To select a work breakdown structure, do one of the following:
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Select a code from the Recent Work Breakdown Structure Codes list.
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Select a code from the Favorite Work Breakdown Structure Codes list.
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On the Select individual Work Breakdown Structure segments section select segments from the various lists at the bottom of the window.
The hierarchy may be configured to populate automatically. In this case, select the top-level segment and any subsequent segments that have more than one choice.
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- Optionally, click Save as favorite to make this work breakdown structure easier to select in the future.
- Click Set Work Breakdown Structure Code.
The Choose Work Breakdown Structure Code window is closed and the work breakdown structure code that you selected is applied to the corresponding line item.
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