Adding WBS Codes

This feature allows you to track WBS breakdowns at portfolio, program and project levels.

Navigation Path: Portfolio>Setup>WBS

Portfolio, Program or Project

Use the dropdown to select whether the new WBS will apply to the Portfolio, a Program, or a specific Project.

Options

Right click on the upper folder or an existing lime item. A menu will open that will allow you to add a new WBS line item, delete an existing item, or rename an existing item.

Import

Use the Import option to map and import WBS codes from an existing Excel spreadsheet.