×
Menu
Search
 
   
   
   
 

Viewing WBS Records linked to a Project

 
Once you have linked a WBS Code to a record, you can then view the linked records on the Project form
 
Navigation Path:  Portfolio>Lists>Projects
Viewing WBS Records linked to a Project
 
1

WBS Tab

Click on this new tab to view linked WBS Codes for this project
2

Portfolio/ Program/ Project

Select where the WBS codes were created
3

WBS Code

Double click on the WBS Code to view the records that it is linked to for this project
4

Record Links

The records linked to the select WBS Code will populate the grid