Level 2 Setup

Owned by DATABASICS, Inc.
Last updated: Jun 10, 2024 by Ernesia Toney

To create a WBS Level 2:

  1. Expand WBS by clicking on the arrow .
  2. Click on Level 2
  3. Click on Add 
    1. Level 1 Code* - Select a Level 1 code in the drop-down menu
    2. Level 2 Code* - Enter in a unique identifier for the Level 2 ID. This field is limited to 20 characters.
    3. Name* - Enter a name to identify Level 1. This field is limited to 100 characters.
    4. Level2 Type* - Select a WBS type in the drop-down menu
    5. Level2 Flag* - Select a WBS flag in the drop-down menu
    6. 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.
    7. Billable* - Select one of the options below
      • Yes if this WBS level is billable.
      • No if this WBS level is not billable
    8. Currency* - Select a currency in the drop-down menu
    9. Allow Entry* - Select a currency in the drop-down menu
      • Time/Expense - If both time and expenses can be charged to this level 2
      • Expense Entry - If only expenses can be charged to this level 2
      • Time Entry - If only time can be charged to this level 2
    10. 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 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
    11. 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
    12. 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.
    13. Close Date - Click on the calendar icon or key in the date after which employees may no longer enter time and/or expenses against the level 2. The level 2 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.
    14. Explanation* - Select if an explanation is required or optional (this option is only for Time)
    15. Restricted 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
    16. Description - Enter a description for this WBS Level 2.
  4. Click the Save 

* Indicates a required field

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