Configure Settings: Company Level Work Breakdown Structure
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
- Navigate to the Company level Admin tool.
- Click Work Breakdown Structure.
- Click the Configure Settings icon.
- 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.
- Make sub jobs an option on any projects within your Company.
- 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.
- This setting allows users to create custom budget code descriptions for all projects within your company.
- 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.
- Sub Jobs
- Click Save.