Add a PBS

Video

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:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Scope, and then select PBS.
  3. Select Add.
  4. 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.
  5. 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.
  6. Select Save.

Tips