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To create WBS Levels 3 and 4:

1. Click on WBS to expand the menuExpand WBS by clicking on the plus sign.
2. Click on Level 3.
3. Click the Add button in the Level 3 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 3.
5. In the Level 2 Code field, click the arrow button to search for and select the level 1 WBS to which you are attaching this level 3.
6. Enter the level 3 ID in the Level 3 Code fieldon Add
   1. Level 1 Code* - Select a Level 1 code in the drop down menu to which is associated with the Level 3
   2. Level 2 Code* - Select a Level 2 code in the drop down menu to which is associated with the Level 3
   3. Level 3 Code* - Enter in a unique identifier for the Level 3 ID. This field is limited to 20 characters.
   In the Name field, enter In the Billable field: Select Yes
   1. Level 3 Flag* - Select a WBS flag in the drop down menu
   2. Name* - Enter a name to identify Level 3. This field is limited to 100 characters.
7. In the Level3 Flag field, select a WBS flag.
8. 1. 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
9. In the Currency field, select a currency.
10. 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 3
    .
    Select Expense Entry if
    1. • Expense Only - If only expenses can be charged to this level 3
    .
    Select Time Entry if
    1. • Time Only - If only time can be charged to this level 3
    . 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 In the Open Date field, click
    1. •  - All employees to be permitted to charge time and/or expenses to this WBS level.
11. In the Required Next field:
    • Select Yes to compel employees to select a level 4 WBS when charging time and expenses to this level 3.
    • Select No to permit employees to charge time and expenses to this level 3 without also having to select a level 4.
12. In the Available Next field, select whether you want the next level to be available.
13. 1. Required Next* 
       • Require next for Expense Only - if the next WBS level is required for expense only
       • Not Required - if the next WBS level is not required but optional
       • Require next for Time Only - if the next WBS level is required for time only
       • Require next for both time and expense - if the next WBS level is required for both time and expense
    2. Available Next* 
       • Available next for Expense only - if the next WBS level is available to chose for expense only
       • Not available for Next Level - if the next WBS level is not available 
       • Available next for Time Only - if the next WBS level is available to chose for time only
       • Available next for both time and expense - if the next WBS level is available to chose for both time and expense
    3. Open Date - 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 3. The level 3 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 In the Description field, enter
    1. Explanation* - Select if an explanation is required or optional (this option is only for Time)
14. In the Restrict Function field, select if you want to restrict to WBS Function, Global, or Both.
15. 1. Restrict Function*
       • Both WBS and Global Function
       • Global Only
       • Restricted to only WBS Function
    2. Description - Enter a description for this WBS Level 3.
16. In the Active box, check the box to make the WBS active.
17. Click the Save button. Save 

* Indicates a required field