WBS Templates Project Administration>WBS Template

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Overview

WBS Templates allow you to create a project structure that is used often and apply it to multiple projects. WBS Codes must be unique with respect to Parent node within a template. Since the top level has no parent nodes, all top nodes must be unique among themselves within the template.

Note - Work Breakdown Structure Templates are tree fragments. They can represent either multiple levels of nodes linked together or only one unlinked level. WBS templates are used for fast WBS setups.

 


Field Descriptions

 

Template Window

Template - This column contains the name of the WBS Templates. To create a WBS Template, click "New".  Once saved, the name will appear in this column.

 

Template Grid

Template - Name of the WBS Template.
Toggle - Expands and collapses the WBS tree in the grid.
Code - Name of the WBS node. Top level nodes must be unique among themselves within the template.
Name - Name of the WBS node.