Assigning items to a location, alternate, and WBS values
Changing an existing work breakdown structure (WBS)
Adding new work breakdown structure (WBS) values
Changing existing work breakdown structure (WBS) values
Deleting a location or WBS value from a list
Work breakdown structures (WBS) are special codes that enable you to attach additional information to each item. You can use these codes to organize the estimate in other sequences and report on items in other ways. Example
You can define work breakdown structures (WBS codes) for the standard database and for the current estimate.
Tip: If you use exactly the same WBS code name for the estimate and the standard database, you can copy WBS code values from the database to the estimate in the Edit Database <WBS> Values window.
Note: WBS codes saved to the standard database do not affect existing estimates.
To define work breakdown structures:
-
Open the Database Settings or the Estimate Settings window.
To open Database Settings:
- On the File menu, click Standard Database Settings.
- In classic view, click Database menu > Database Settings.
To open Estimate Settings:
- On the ribbon, from the Views group on the Home tab, click Settings.
- In classic view, click Takeoff > Estimate Settings.
- (optional) If you opened the Estimate Settings window, use the Source option to save the new codes to either the estimate or standard database. WBS codes created from the Data tab (Database menu in classic view) are always saved to the standard database.
-
Complete the fields for each work breakdown structure you want to set up. You can define up to 40 work breakdown structures in the grid.
For more information, click
on the title
bar of the window, and then click a field or button. - When you finish setting up your work breakdown structures, click [OK] to save them.
- Click [Close].
After defining WBS codes
Enter values for each WBS code