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Exact Synergy Enterprise   
 

Creating and modifying work breakdown structure (WBS) lines

Menu paths

  • Modules ? Projects ? Reports ? Search ? Projects
  • Modules ? Projects ? Reports ? Projects ? My projects

Introduction

On this page, you can create and modify work breakdown structure (WBS) lines for deliverables.

Roles and rights

To manage deliverables and work breakdown structure (WBS), function right 903 — Manage deliverable/WBS is required. By default, users with the Project planner or Project administration role have this function right.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the required deliverable section, click the New button.
  7. On the New WBS line page, define the relevant fields.
  8. Click Save to save the settings or Save + New to create another WBS line.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Material or Activities sub-section of the required section, click the corresponding Edit icon in the Actions column.
  7. On the related WBS line page, modify the relevant fields.
  8. Click Save.

How do I delete WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Material or Activities sub-section of the required section, click the corresponding Edit icon in the Actions column.
  7. On the related WBS line page, click Delete. The message, “Are you sure that you want to delete this record?” will be displayed.
  8. Click OK.

Keep in mind: Only WBS lines without linked requests can be deleted. The Delete button will only be enabled for WBS lines without linked requests.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 23.705.818
 Assortment:  Date: 09-08-2018
 Release: 249  Attachment:
 Disclaimer

Attachments
ESE-OH260-CreatingandmodifyingWBSlines-final.docx 38.0 KB View Download