Changing existing work breakdown structure (WBS) values

  1. Open the WBS Values window in one of the following ways:

    • On the ribbon:
      1. On the Data tab, click WBS.
      2. If you have both an estimate and the standard database open, select Estimate or Database, depending on whether you are editing WBS values for the estimate or the database
      3. Right-click the WBS code for which you want to edit values, and then click Edit <WBS> Values.
    • In classic view:
      1. From the Database menu, click WBS.
      2. If you have both an estimate and the standard database open, select Estimate or Database, depending on whether you are editing WBS values for the estimate or the database
      3. Right-click the WBS code for which you want to edit values, and then click Edit <WBS> Values.
    • From the spreadsheet:
      1. Right-click in a <WBS> column.

      2. Click Select <WBS> from the shortcut menu.

      3. In the Select <WBS> Values window, click [Edit].

        Important! You edit WBS Code values for the estimate in this window.

      4. (optional) To work with the work breakdown structures in the standard database, click the View Database List link.

  2. To change an individual WBS value:

    1. Double-click the Value field, and then type the new name.
    2. Change other WBS values in the same manner.

      Tip: You can also import a list of WBS values that you previously exported.

    3. Click [OK] to save your changes.

      For more information, click An image showing the Help icon available on the ribbon on the title bar of the window, and then click a field or button.

    4. When you finish, click [Close].