Add a PBS
Add a PBS to define the structure to be used to organize scope items.
The PBS structure is pre-populated with one node called Default PBS. Default PBS can be used in projects that do not use a formal PBS or can be renamed. Default PBS can be deleted once another PBS node exists. One PBS node must always exist.
To add a PBS:
- In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
- From the Main Menu, select Scope, and then select PBS.
- Select Add.
- In the new row, complete the following fields:
- Name: The name of the PBS.
- Code: The parent PBS code will be the prefix for additional child PBSs.
- Continue to add PBS elements. To configure the PBS items in a hierarchy, use the Context menu to move elements right or left to illustrate the hierarchical structure.
- Select Save.
Tips
- A PBS node cannot be deleted when a scope item is assigned to it or any of its child nodes and the project baseline has been set.
- The Default PBS can only be deleted if another PBS exists.
Last Published Wednesday, October 16, 2024