Set New Default Plan Levels for the WBS

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

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

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

1. From the Vision Navigation menu, click Planning > Project Planning.
2. On the Project Planning toolbar, click Options > Default WBS Mapping.
3. To disable a mapping level, enter 0 in the appropriate Plan Level field on the Default WBS Mapping dialog box.

   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.

4. Select Match Job to Date for each level.

   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 one WBS level has matching job-to-date numbers.

5. Click OK.