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Creating WBS Categories

Create WBS categories to organize, filter, and report WBS information in all projects.

To create WBS categories:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Projects and click WBS Category.
  3. On the WBS Category page:
    1. Click "" Add (Insert).
    2. In the Category field, double-click and type a name.
    3. Click "" Save (Ctrl+S).

Tips

  • To change a category value, double-click it, then type a new name. The change applies to all projects to which the WBS item is assigned.
  • If you change the WBS category, the category’s values or value assignments do not change.

Related Topics

About Work Breakdown Structures (WBS)

Enterprise Data Page

WBS Category Page


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