On a project change order work breakdown structure, you can:

  • Add three types of lines:
    • Project - You can only add projects to the root project line.
    • Subproject - You can only add subprojects to project lines. You can add subprojects to both new and existing project lines.
    • Task - You can add tasks to any line in the work breakdown structure. You can add tasks to both new and existing lines.
  • Change the values of existing lines. For a line of task type:
    • Project, you can only change the description.
    • Standard, you can change almost all values.
  • Stop existing tasks.

For more detailed information, refer to Create a work breakdown structure.


Standard procedure

1. Go to Project management and accounting > Project change orders > All project change orders.
2. In the list, click the link in the selected row.
3. Click Advanced WBS.
4. In the tree, expand 'the project structure as needed.'.
5. Click Edit.
6. In the list, find and select the desired record.
7. Edit the quantity as needed.
8. Click Task to enter a new task.
9. In the Activity template field, enter or select a value.
10. In the Task name field, type a value.
11. In the Category field, enter or select a value.
12. In the Cost code field, enter or select a value as needed.
13. In the Role ID field, enter or select a value.
14. In the Group field, enter or select a value.
15. In the Model ID field, enter or select a value.
16. In the Schedule unit field, enter or select a value.

Notes

If the project is created from a project execution quotation, you also create an activity in the project change order WBS. In this case, in the Project field, link the activity to the relevant (sub)project of the related project quotation WBS. If the project change order is confirmed, and a progress bill report is created, the activity is shown under the right project.

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