Adding WBS Codes

 
This feature allows you to track WBS breakdowns at portfolio, program and project levels.
 
Navigation Path:  Portfolio>Setup>WBS
Adding WBS Codes
1

Portfolio, Program or Project

Use the dropdown to select whether the new WBS will apply to the Portfolio, a Program, or a specific Project.
2

Options

Right click on the upper folder or an existing lime item.  A menu will open that will allow you to add a new WBS line item, delete an existing item, or rename an existing item.
3

Import

Use the Import option to map and import WBS codes from an existing Excel spreadsheet.