› Process documents › Common actions › Manage lines › Work breakdown structures › Set a work breakdown structure as favorite

Set a work breakdown structure as favorite

If you use a work breakdown structure regularly, it is possible to mark it as a favorite work breakdown structure so that it is displayed in the Favorite Work Breakdown Structure Codes list.

You can mark a work breakdown structure as a favorite 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. Select Save as favorite.
  6. Click the Set WBS button at the bottom of the page.

    The Work Breakdown Structure Code window closes, your selected work breakdown structure is displayed in the Work Breakdown Structure field, and your work breakdown structure is displayed in the Favorite Work Breakdown Structure Codes list for subsequent lines on this and future invoices.