Adding a WBS from Template
You can add a predefined WBS element from a template to a project.
To add a WBS from template:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Activities. - On the Activities page:
- Click the View menu and select Table.
- Click the View menu and select Group....
- On the Customize Groupings dialog box, set the Level 1 field to WBS and the Sort Order to Hierarchy. Click OK.
- In the Activity Table, right-click a project or WBS element and select
Add WBS from Template.
- In the Select WBS dialog box, select a WBS from the list of templates and click OK.
- On the Activities page:
- Update the name in the WBS/Activity field.
- Click the Actions
menu and select Save (Ctrl+S).
Tips
- The application automatically assigns the WBS element a name based upon the selected WBS.
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