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Adding a WBS from Template

You can add a predefined WBS element from a template to a project.

To add a WBS from template:

  1. 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.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page:
    1. Click the View menu and select Table.
    2. Click the View menu and select Group....
    3. On the Customize Groupings dialog box, set the Level 1 field to WBS and the Sort Order to Hierarchy. Click OK.
    4. In the Activity Table, right-click a project or WBS element and select "" Add WBS from Template.
  4. In the Select WBS dialog box, select a WBS from the list of templates and click OK.
  5. On the Activities page:
    1. Update the name in the WBS/Activity field.
    2. Click the Actions menu and select "" Save (Ctrl+S).

Tips

  • The application automatically assigns the WBS element a name based upon the selected WBS.

Related Topics

About Work Breakdown Structures (WBS)

Working with WBS Elements

Creating a WBS

Configuring General WBS Information


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