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To create a WBS Level 1:

1. Click on WBS to expand the menuExpand WBS by click on the plus sign.
2. Click on Level1.
3. Click the Add button in the Level 1 window.
   In the
   1. Level1 Code
   field, enter the level 1
   1. * - Enter in a unique identifer for the Level1 ID. This field is limited to 20 characters.
   2. Main WBS* - Select a Main
   WBS that this Level1 will belong to.In the Name field, enter
   1. WBS in the drop down menu
   2. Name* - Enter a name to identify Level 1. This field is limited to 100 characters.
   In the In the Billable field: Select
   1. Level1 Type
   field, select a WBS type.
   1. In the Level1 Flag field, select a WBS flag.
   2. Select an Operating Unit by clicking the dropdown to perform the select process.
   3. Select a Department by clicking the dropdown to perform the select process.
   4. 1. * - Select a WBS type in the drop down menu
      2. Level1 Flag* - Select a WBS flag in the drop down menu
      3. Operating Unit* - Select a Operating Unit in the drop down menu
      4. Department - Select a Department in the drop down menu
      5.  Billable* - Select one of the options below:
         • Yes if this WBS level is billable.
      Select In the Allow Entry For field: Select Time/Expense Entry if
      1. • No if this WBS level is not billable.
   5. In the Currency field, select a currency.
   6. 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 1.
      Select
      1. • Expense Entry
      if
      1. •  - If only expenses can be charged to this level 1
      .
      Select
      1. • Time Entry
      if
      1. •  - If only time can be charged to this level 1.
      A selection in this field is required.In the
      1. •  
      2. 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 2 WBS when charging time and expenses to this level 1.
      Select No to permit
      1. • No - Optional for employees to charge time and expenses to this level 1 without also having to select a level 2.
      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 1. The level 1 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 1.
   7. In the Active box, check the box to make the WBS active.
   8. Click the Save
   button.
   9.  

   * Indicates a required field