In Organization Setup and WBS Setup, the query function and the set up function are combined into one window.
To set up a new aspect of the Organization or WBS:
- Click on the New button.
- Fill in the required fields (use the search function if needed)
- Click the Save button.
To query the database for existing data:
- Input search parameters into any field(s)
- Click the Retrieve button to return results
- The more criteria entered, the narrower the results.