WBS Global Level Setup

Global Levels are meant to be available to all users without restrictions. This setup available for WBS Levels 2, 3, and 4. This can be used in the case where the Level 1 is restricted but the remaining levels are the same across all Level 1's so one set can be shared. 

To create a WBS Global Level:

1. Expand WBS by clicking on the arrow .
2. Expand WBS Global by clicking on the arrow .
3. Click on Level 2, 3, or 4
4. Click on Add
   1. Level (N) Code* - Enter in a unique identifier for the Global Level (N) ID. This field is limited to 20 characters.
   2. Level Flag* - Select a WBS flag in the drop-down menu
   3. Name* - Enter a name to identify Global Level (N). This field is limited to 100 characters.
   4. Allow Entry* - Select a one of the following options
      1. 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.
      3. Time Entry - If only time can be charged to this level. 
   5. Billable* - Select one of the options below:
      1. Yes if this WBS level is billable.
      2. No if this WBS level is not billable.
   6. 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
   7. Available Next*
      1. Available next for Expense only - if the next WBS level is available to chose for expense only
      2. Not available for Next Level - if the next WBS level is not available 
      3. Available next for Time Only - if the next WBS level is available to chose for time only
      4. Available next for both time and expense - if the next WBS level is available to chose for both time and expense
   8. 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.
   9. 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 (N). The level (N) 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.
   10. Description - Enter a description for this WBS Level (N).
5. Click the Save 

* Indicates a required field

(N) = WBS Level Number