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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:

  1. Expand WBS by clicking on the plus sign.
  2. Click on the Level Type.
  3. Click on Add 
    1. Level Type* - Enter the unique level type ID
    in the Level Type* field. This
    1. . This field is limited to 20 characters.
    In the
    1. Name*
    field, enter
    1.  - Enter a name to identify this level type. This field is limited to 100 characters.
    In the Description field, enter
    1. Description - Enter text to further identify this Level Type. This field is limited to 255 characters.
  4. Click on Save 

* Indicates a required field