WBS Types allows administrators to differentiate categories of the first and second level of the WBS. For example, if level 1 is Client, then the level 1 type could differentiate between external and internal clients. If level 2 is Project, then the level 2 type could differentiate between fixed price and time and materials projects. Level types can be elements in reports and policy rules.
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To create a Level Type:
- Expand WBS by clicking on the plus sign.
- Click on the Level Type.
- Click on Add
- Level Type* - Enter the unique level type ID
- . This field is limited to 20 characters.
- Name*
- - Enter a name to identify this level type. This field is limited to 100 characters.
- Description - Enter text to further identify this Level Type. This field is limited to 255 characters.
- Click on Save
* Indicates a required field