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. Expand WBS by clicking on the plus sign.
2. Click on the Level Type.
3. Click on Add 
   1. Level Type* - Enter the unique level type ID. This field is limited to 20 characters.
   2. Name* - Enter a name to identify this level type. This field is limited to 100 characters.
   3. Description - Enter text to further identify this Level Type. This field is limited to 255 characters.
4. Click on Save 

* Indicates a required field