| Adding new work breakdown structure values (SQL) |
Resolution | Before you begin: You need to define work breakdown structures before you can enter values for them. To enter new WBS values: - Open the Edit Database <WBS> Values window in one of the following ways:
- On the ribbon:
- On the Data tab, click WBS.
- 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
- Right-click the WBS code for which you want to edit values, and then click .
- In classic view:
- From the Database menu, click WBS.
- 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
- Right-click the WBS code for which you want to edit values, and then click .
- From the spreadsheet:
- Right-click in a <WBS> column.
- Click Select <WBS> from the shortcut menu.
- In the Select <WBS> Values window, click [Edit].
Important: You edit WBS Code values for the estimate in this window.
- (optional) To work with the work breakdown structures in the standard database, click the View Database List link.
- You can add values individually, or you can import a list of WBS codes that you exported previously.
To import a list of WBS code values that you exported previously: - Click the [Import] button.
- Browse to the export file, and then click [OK].
- Click [Close].
- Click [OK].
For more information, click on the title bar of the window, and then click a field or button. - Set up additional WBS values in the same manner. When you finish, click [Close].
Tip: You can use Edit <WBS> from the shortcut menu to copy a WBS value from an estimate to a standard database or from a standard database to an estimate. [BCB:164:Chat Estimating US:ECB] |
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