Level Type Setup

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.

To create a Level Type:

1. Click on WBS to expand the menu.
2. Click WBS Types.
3. Click on the Level Type.
4. Click the Add button.
5. Enter the unique level type ID in the ID field. This field is limited to 20 characters.
6. In the Name field, enter a name to identify this level type. This field is limited to 100 characters.
7. In the Description field, enter text to further identify this Level Type. This field is limited to 255 characters.
8. If this level type is to be used now, in the Active field select Yes.
9. Click the Save button.
10. Click the Back button to return to the Level Type window.