Welcome > Configure Kofax AP Agility > Manage AP Agility Workflow > Manage work breakdown structures > Add a work breakdown structure

Add a work breakdown structure

You can provide a work breakdown structure for your users.

You can add a work breakdown structure by following these steps.

  1. Open the Kofax AP Agility workspace as an Administrator.
  2. From the menu, select Settings > Workflow > Work Breakdown Structures.

    A list of existing work breakdown structures is displayed. If there are no structures configured, this list is empty.

  3. Click New.

    The Work Breakdown Segment Structure: New page is displayed.

  4. Enter a unique Structure Name.

    Use a name that is easily understood by your users and other Administrators.

  5. Enter a Description.

    Even though this field is not mandatory, it is recommended that you provide a helpful description so that other users understand the purpose of this structure.

  6. Enter a Segment Separator.

    This separator is displayed between the various code segments to indicate the start and end of a code.

    For example, - or ;.

  7. Click Save.

    Saves your current work breakdown structure and a message is displayed below the table indicating that the work breakdown structure is created.

    Note If you do not save the Structure Name, Description, and Segment Separator, you cannot add individual segments.
  8. To add an individual segments, perform the following steps.
    1. Select a Segment from the list.

      Start with Segment1 and proceed in numeric order for additional segments.

    2. Enter a Visible Name.

      This is the segment name that is displayed to users during the Coding Activity.

    3. Click Add.

    Your segment is added to the table above.

  9. Repeat the previous step until you add all of your segments.

    Kofax AP Agility supports a maximum of 15 segments, and a maximum of 250 characters for the cumulative segments selected during the Coding Activity.

  10. Click Close.

    Your segments are saved, you are returned to the Work Breakdown Structures page, and your structure is now listed in the table.