Level 1 Setup

To create a WBS Level 1:

1. Click on WBS to expand the menu.
2. Click on Level1.
3. Click the Add button in the Level 1 window.
4. In the Level1 Code field, enter the level 1 ID. This field is limited to 20 characters.
5. Select a Main WBS that this Level1 will belong to.
6. In the Name field, enter a name to identify Level 1. This field is limited to 100 characters.
7. In the Level1 Type field, select a WBS type.
8. In the Level1 Flag field, select a WBS flag.
9. Select an Operating Unit by clicking the dropdown to perform the select process.
10. Select a Department by clicking the dropdown to perform the select process.
11. In the Billable field:
    • Select Yes if this WBS level is billable.
    • Select No if this WBS level is not billable.
12. In the Currency field, select a currency.
13. In the Allow Entry For field:
    • Select Time/Expense Entry if both time and expenses can be charged to this level 1.
    • Select Expense Entry if only expenses can be charged to this level 1.
    • Select Time Entry if only time can be charged to this level 1. A selection in this field is required.
14. In the Restrict Access field (See WBS Assignment below):
    • 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.
15. In the Required Next field:
    • 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.
16. In the Available Next field, select whether you want the next level to be available.
17. In the Open Date field, 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.
18. In the Close Date field, 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.
19. In the Explanation field, select if an explanation is required or optional (this option is only for Time)
20. In the Restrict Function field, select if you want to restrict to WBS Function, Global, or Both.
21. In the Description field, enter a description for this WBS Level 1.
22. In the Active box, check the box to make the WBS active.
23. Click the Save button.