Set Up the Work Breakdown Structure

Use the New Business Budgets screen to create budgets for new business.

Before you can create the budget and enter budget details, you must first create the work breakdown structure (WBS). You will create the WBS in the New Business Budgets Status table of the New Business Budgeting screen.

Each level of the WBS is represented by a separate segment of the New Business Budget ID. Each segment of the ID is separated by a period (.).

The first segment (parent segment) must conform to the five character length established for all Costpoint projects. Each subsequent segment must conform to the length configured for that level of the WBS, so for example, the ID for a three-level WBS might appear as follows: 12345.123.12.

Note: Segment lengths are configured in Costpoint from Projects > Project Setup > Project Setup Controls > Configure Project Settings > Project Segment Lengths.

When creating the WBS, you will create a row for each segment of the ID. For example, if you plan to budget at the lowest level, and the project is configured for up to three levels, you will create a total of three rows in the New Business Budget status table.

To set up the work breakdown structure for the new business budget:

1. Click Planning > New Business Budgeting > Actions/Processing > New Business Budgets.
2. In the New Business Budget ID field, clear any previous value from the field and enter the ID for the parent segment.
3. Click to clear any remaining values from a previously displayed budget and to ensure that the ID does not already exist.
4. In New Business Budgets Status table, click to create the first row.  

   The ID you entered automatically displays in the New Business Budget ID field of the table. This is the top level of the work breakdown structure.

5. In the newly created row, enter or select values in the following required fields:
   • Start Date
   • End Date
   • Org ID
   • Account Group

   If desired, you can also enter values in Description, Probability, Escalation, and Note.

   Other fields in the row are inactive until the budget is created.

6. Click .

   With the first level of the WBS established, you can add more levels or create the budget at this level.

7. To add another level to the work breakdown structure, do one of the following:

   • Click in the New Business Budgets Status table to add a new blank row.

   • Select the first row and click  to add a row that contains all the same information.

8. In New Business Budget ID, enter the ID for this level (segment) of the WBS, or if you copied the previous row, modify the value.

   Each segment of the ID must conform to the established length for that level and must be separated from the previous level with a period (.), for example: 10001.1111.

9. Enter or select values in the required fields or modify the existing values if you copied the previous row.
10. Click .
11. Decide the following:

    • Budget at this level of the work breakdown structure. See Create a New Business Budget for instructions.

    • Add more levels to the work breakdown structure. Repeat steps 7-8 for each level you want to add.