Page Comparison

To create a WBS Level 2:

1. Click on WBS to expand the menuExpand WBS by clicking on the plus sign.
2. Click on Level 2.
3. Click the Add button in the Level 2 window.
4. In the Level 1 Code field, click the arrow button to search for and select the level 1 WBS to which you are attaching this level 2.
5. Enter the level 2 ID in the Level 2 Code fieldon Add 
   1. Level 1 Code* - Select a Level 1 code in the drop down menu
   2. Level 2 Code* - Enter in a unique identifer for the Level 2 ID. This field is limited to 20 characters.
   In the Name field, enter
   1. Name* - Enter a name to identify Level
   2
   1. 1. This field is limited to 100 characters.
   In the In the Billable field: Select
   1. Level2 Type
   field, select a WBS type.
6. In the Level2 Flag field, select a WBS flag.
7. 1. * - Select a WBS type in the drop down menu
   2. Level2 Flag* - Select a WBS type in the drop down menu
   3. Billable* - Select one of the options below
      • Yes if this WBS level is billable.
   Select
   1. • No if this WBS level is not billable
   .In the Allow Entry For field: Select Time/Expense Entry if
8. In the Currency field, select a currency.
9. 1. Currency* - Select a currency in the drop down menu
   2. Allow Entry For* - Select a currency in the drop down menu
      • Time/Expense - If both time and expenses can be charged to this level 2
   .
   Select
   1. • Expense Entry
   if
   1. •  - If only expenses can be charged to this level 2
   .
   Select
   1. • Time Entry
   if
   1. •  - If only time can be charged to this level 2
   . A selection in this field is required.
   In the
   1. Restrict Access
   field
   1. * - (See WBS Assignment below)
   :
   Select
   1. • Yes
   to
   1. • - To restrict charging time and expenses to this WBS level to only employees specifically assigned to it.
   Select
   1. • No
   for all
   1. •  - All employees to be permitted to charge time and/or expenses to this WBS level.
   In the
   1. Required Next
   field:
   1. * 
   Select
   1. • Yes
   to compel
   1. •  - Requires employees to select a level 3 WBS when charging time and expenses to this level 2.
   Select No to permit
   1. • No - Optional for employees to charge time and expenses to this level 2 without also having to select a level 3.
   In the
   1. Available Next
   field, select
   1. * - Select whether you want the next level to be available.
   In the
   1. Open Date
   field, click
   1. - Click on the calendar icon or key in the date on which employees may begin entering time and/or expenses against the WBS Level. The WBS Level will not be available for selection during Time/Expense entry prior to the date in this field. If this field is left blank, the WBS Level is available after it has been saved to the database.
   In the
   1. Close Date
   field, click
   1. - Click on the calendar icon or key in the date after which employees may no longer enter time and/or expenses against the level 2. The level 2 will not be available for selection during Time/Expense entry after this date. If this field is left blank, the WBS Level is available indefinitely, so long as it remains active.
   In the Explanation field, select
   1. Explanation* - Select if an explanation is required or optional (this option is only for Time)
   In the
   1. Restrict Function
   field, select
   1. * - Select if you want to restrict to WBS Function, Global, or Both.
   In the Description field, enter
   1. Description - Enter a description for this WBS Level 2.
10. In the Active box, check the box to make the WBS active.
11. Click the Save button. 

* Indicates a required field