Viewing WBS Records linked to a Project

Once you have linked a WBS Code to a record, you can then view the linked records on the Project form

Navigation Path: Portfolio>Lists>Projects

WBS Tab

Click on this new tab to view linked WBS Codes for this project

Select where the WBS codes were created

Double click on the WBS Code to view the records that it is linked to for this project

The records linked to the select WBS Code will populate the grid