Add Labor Codes to a Plan Work Breakdown Structure

If you want to enter planning data for a project at the labor code level, you must first add the labor codes to the plan work breakdown structure (WBS).

You can only add labor codes to a plan WBS if Vantagepoint is set up to use labor codes and if at least one labor code level is selected for the plan on the Labor Codes tab of the Plan Settings dialog box.

To add labor codes to a plan WBS:

  1. In the Navigation pane, select Hubs > Projects > Plan.
  2. At the top of the Plan form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to add or edit labor codes in the plan work breakdown structure.
  3. If the plan WBS currently includes no labor codes, do the following:
    1. Click Other Actions > Plan Settings,
    2. On the Labor Codes tab of the Plan Settings dialog box, select the labor code levels that you consider significant for planning purposes. Those are the levels for which you want to select specific level codes when you add a labor code to the plan WBS. Unselected levels are treated as if they contain wildcard characters.
    3. Click Save, and click Yes when the confirmation message appears.
  4. On the Actions bar, click Other Actions > Add/Edit Labor Codes.

    If the plan is not already checked out to you, this action automatically checks it out.

  5. To identify the labor code that you want to add to the plan WBS, select a code in each enabled labor code level field.
    Only labor code levels that are selected on the Labor Codes tab of the Plan Settings dialog box are enabled. Disabled levels are treated as if they contain wildcard characters.
  6. In the plan WBS grid, click next to each of the WBS elements below which you want to add the labor code.

    You can only add labor codes below the lowest-level project WBS elements. For example, if the phase level is the lowest level in a branch of the project WBS, you can only add labor codes below phases in the corresponding branch of the plan WBS.

  7. To add other labor codes to the WBS, repeat steps 4 - 5 for each one.
  8. To save the changes to the plan WBS and close the dialog box, click Save.

    The plan WBS that is displayed on the Labor tab is updated to include the labor codes. If the plan has a saved baseline, corresponding labor code changes are also made to the baseline WBS.