Page Comparison

To create a WBS Level 1:

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1. Expand WBS by clicking on the arrow Image Added.
2. Click on Level1

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2. Click

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1. on Add
   1. Level1 Code* - Enter in a unique identifier for the Level1 ID. This field is limited to 20 characters.
   2. Main WBS* - Select a Main

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1. 1. WBS in the drop-down menu
   2. Name* - Enter a name to identify Level 1. This field is limited to 100 characters.

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1. 1. Level1 Type

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1. 1. * - Select a WBS type in the drop-down menu
   2. Level1 Flag* - Select a WBS flag in the drop-down menu
   3. Restrict Access* - (See WBS Assignment below)
      • Yes - To restrict charging time and expenses to this WBS level to only employees specifically assigned to it.
      • No - All employees to be permitted to charge time and/or expenses to this WBS level.
   4. Billable* - Select one of the options below:
      • Yes if this WBS level is billable.

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1. 1. • No if this WBS level is not billable.

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1. 2. Operating Unit* - Select an Operating Unit in the drop-down menu to assign a home Operating Unit to the selected record
   3. Department - Select a department in the drop-down menu to assign a home Department to the selected record
   4. Currency* - Select a currency in the drop-down menu to assign a home currency to the selected record
   5. Allow Entry * - Select one of the following options
      • Time/Expense - If both time and expenses can be charged to this level 1.

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1. 1. • Expense Entry

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1. 1. •  - If only expenses can be charged to this level 1.

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1. 1. • Time Entry

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1. 1. •  - If only time can be charged to this level 1.

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• Select Yes to restrict charging time and expenses to this WBS level to only employees specifically assigned to it.
• Select No for all employees to be permitted to charge time and/or expenses to this WBS level.

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• Select Yes to compel employees to select a level 2 WBS when charging time and expenses to this level 1.
• Select No to permit employees to charge time and expenses to this level 1 without also having to select a level 2.

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1. 1. •  
   2. 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 can be 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
   3. Available Next*
      • Available next for Expense only - if the next WBS level is available to choose 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 choose for time only
      • Available next for both time and expense - if the next WBS level is available to choose for both time and expense
   4. 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.

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1. 1. Close Date

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1. 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.

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1. 1. Explanation* - Select if an explanation is required or optional (this option is only for Time)

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1. 1. . If an explanation is required for the project, all the tasks under the project should also require explanation. 
   2. Restrict Function* 
      • Both WBS and Global Function - This allows you to see functions set up on both OBS and WBS level
      • Global Only - This will only allow you to view the functions set up on the OBS level
      • Restricted to only WBS Function - This will only allow you to view the functions set up on the WBS level
   3. Description - Enter a description for this WBS Level 1.

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1. Click the Save 

* Indicates a required field

Additional Information:

Once a WBS level 1 record is set up in the system, the following options become available:

1. Level 1 Approval
2. WBS Assignment