Add a Project CBS

Add a project CBS if your project has a unique CBS that is not shared by the parent workspace or sibling projects.

To add a new project CBS:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Cost and Funds, and then select Cost Sheet.
  3. On the Cost Sheet page, select Create CBS.
  4. In the CBS Setup dialog box, select Create new, and select Next .
  5. Provide at least one segment definition. Each segment definition you enter here corresponds with a level in the CBS hierarchy. The number of segment definitions you create determines the number of hierarchical levels you can have in your CBS. For example, if you only define one segment, then the CBS will be a flat list with one level. If, however, you define two segments, then the CBS can be two levels deep, with some CBS codes nested under the top-level CBS codes. Use these fields to provide segment definitions:
    • Name: The name of the segment definition. Remember, here you are defining the name of the hierarchical level, not the name of an individual item. For example, if you are using MasterFormat to organize specs and documents, it would make more sense to enter "Divisions" here than to enter something like "Procurement and Contracting" or "General Requirements." That's because each of these things is itself a division. After you have defined the segment definitions, you can enter the individual divisions—like "Procurement and Contracting" or "General Requirements"—back where you are defining the CBS.
    • Default Value: For CBS codes that are subordinate to top-level CBS codes, this optional default value appears in their place before you add them. For example, let's say you've defined two segments, one called Divisions and another called Subdivisions. Let's also say that the default value for Subdivisions is 00. On the Cost Sheet page, if you add a new top-level CBS code titled "HVAC", then that code will be appended with 00 to read "HVAC 00." The Separator value determines how this default code is separated from the name of the parent code. In this case, we're using a space.
    • Separator: The separator that follows the name of the division. This can be a period, space, or hyphen. For example, let's say you have two segment definitions and have set the Separator value of the top-level segment to be a period. Let's also say the default value for both is 00. If you then add a new top-level CBS code titled "HVAC," it will appear on the Cost Sheet page as "HVAC.00".
  6. Select Next .
  7. Select one or more budget and actuals sources, and select Finish.

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