Default WBS Mapping Dialog Box

Use the Default WBS Mapping dialog box to determine how data summarizes in your work breakdown structure.

Location

To set new default WBS levels, complete the following steps:

From the Vision Navigation menu, click Planning > Project Planning.
On the Project Planning toolbar, click Options > Default WBS Mapping.

Field	Description
Plan Level	Enter the plan level for each WBS element. A WBS element at a higher level summarizes data from the level below it. Using the default project, phase, and task levels means that task data rolls up to the phase level and that phase data, in turn, summarizes at the project level. To disable a mapping level, enter 0 in the appropriate Plan Level field. For example, if your firm uses project, phase, and labor code in Accounting but you want to plan at only the project and task levels, enter 0 in the Plan Level fields for Phase and Labor Code.
Match JTD	Use this option to specify the level of matching between job-to-date information and WBS levels. When a level is selected, all subsequent levels are automatically selected. When a level is not selected, job-to-date data is calculated by summing numbers from lower levels. You cannot de-select all levels. Vision requires that at least the lowest WBS level be selected to ensure that one WBS level has matching job-to-date numbers. This option also impacts the Plan WBS Level to Add Assignment Row Under drop-down list on the Employees With JTD Who Are Missing From Plan dialog box. The results that display in this list are based on the Plan Level and Match JTD selections on the Default WBS Mapping dialog box. For example, if the Project and Phase WBS elements on the Default WBS Mapping dialog box both have Match JTD selected, then only the project and phase levels display as available for a plan WBS level for assigning the employee.

Field

Description

Plan Level

Enter the plan level for each WBS element. A WBS element at a higher level summarizes data from the level below it. Using the default project, phase, and task levels means that task data rolls up to the phase level and that phase data, in turn, summarizes at the project level.

To disable a mapping level, enter 0 in the appropriate Plan Level field. For example, if your firm uses project, phase, and labor code in Accounting but you want to plan at only the project and task levels, enter 0 in the Plan Level fields for Phase and Labor Code.

Match JTD

Use this option to specify the level of matching between job-to-date information and WBS levels. When a level is selected, all subsequent levels are automatically selected. When a level is not selected, job-to-date data is calculated by summing numbers from lower levels. You cannot de-select all levels. Vision requires that at least the lowest WBS level be selected to ensure that one WBS level has matching job-to-date numbers.

This option also impacts the Plan WBS Level to Add Assignment Row Under drop-down list on the Employees With JTD Who Are Missing From Plan dialog box. The results that display in this list are based on the Plan Level and Match JTD selections on the Default WBS Mapping dialog box. For example, if the Project and Phase WBS elements on the Default WBS Mapping dialog box both have Match JTD selected, then only the project and phase levels display as available for a plan WBS level for assigning the employee.

Default WBS Mapping Dialog Box

Location

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