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Configure Settings: Company Level Work Breakdown Structure

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Objective

To configure settings for your company's Work Breakdown Structure. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the company's Admin tool.

Steps

  1. Navigate to the Company level Admin tool.
  2. Click Work Breakdown Structure.
  3. Click the Configure Settings icons-settings-gear.png icon.
  4. Configure one or more of the following settings:
    • Sub Jobs
      • Make sub jobs an option on any projects within your Company. 
        Note: Once sub jobs are in use on at least one project's budget code structure, this setting cannot be turned off.
    • Budget Code Structure Edits at Project Level
      • This setting allows users to change the order of segments in the budget code structure at the Project level.
    • Custom Budget Code Descriptions
      • ​​​​​​​This setting allows users to create custom budget code descriptions for all projects within your company.
        Note: Once this setting is enabled at the Company level, the budget code descriptions setting must be enabled on an individual project's Work Breakdown Structure configuration settings. 
    • Copy Over WBS Sub Job and Cost Code Details When Project Templates Are Used
      • ​​​​​​​When this setting is enabled, sub job and cost code information along with all other WBS details are automatically carried over to new projects when using project templates.
  5. Click Save.