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.
This setup applies for Level1 Type and Level2 Type
To create a Level Type:
- Expand WBS by clicking on the plus sign.
- Click on the Level Type.
- Click on Add
- Enter the unique level type ID in the Level Type* field. This field is limited to 20 characters.
- In the Name* field, enter a name to identify this level type. This field is limited to 100 characters.
- In the Description field, enter text to further identify this Level Type. This field is limited to 255 characters.
- Click on Save
* Indicates a required field