Work Breakdown
Both a piece of work and an account assignment. A summary element plans and does not accept postings; a work package accepts them and is where the money actually lands.
Where to find it
- Module: Accounting
- Group: Revenue & Projects
- Section: Projects & Portfolios
- Screen: Work Breakdown
Address in the console: /accounting/wbs-elements
List · 14 columns · 26 fields on its form · 4 of them required · 6 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Project | Code | project_no |
| WBS | Code | wbs_code |
| Name | Text | name |
| Type | Status | element_type |
| Takes postings | Yes or no | is_account_assignment |
| Cost center | Code | cost_center_code |
| Asset | Code | asset_no |
| Budget | Amount | budget_amount |
| Committed | Amount | committed |
| Actual | Amount | actual_cost |
| Available | Amount | available |
| Used % | Number | budget_used_pct |
| Overrun | Yes or no | is_overrun |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Project required | Choice | Looked up from existing records | |
| Parent element | Choice | Looked up from existing records | |
| WBS code required | Text | ||
| Outline number | Text | 1.2.3.1 — maintained by the tree rather than typed. | |
| Name required | Text | ||
| Type required | Choice | Configuration list | |
| Plans | Yes or no | ||
| Accepts postings | Yes or no | ||
| Bills | Yes or no | ||
| Cost center | Choice | Looked up from existing records | |
| Profit center | Choice | Looked up from existing records | |
| Asset under construction | Choice | Looked up from existing records | Cost collected here settles to this asset — the join this structure exists for. |
| Responsible | Choice | Looked up from existing records | |
| Baseline start | Date | ||
| Baseline end | Date | ||
| Planned start | Date | ||
| Planned end | Date | ||
| Actual start | Date | ||
| Actual end | Date | ||
| Planned hours | Number | ||
| Budget | Number | ||
| Planned cost | Number | ||
| Planned revenue | Number | ||
| Percent complete | Number | ||
| Weight | Number | ||
| Notes | Long text |
What you can do here
Release primary
Release for postings
Asks for confirmation: Release this element? It will accept cost once its project is approved.
Technically complete
Asks for confirmation: Mark the work on this element done?
Lock
Asks for confirmation: Lock this element? It will refuse new postings; the old ones stay readable.
Unlock
Asks for confirmation: Open this element for postings again?
Close
Asks for confirmation: Close this element for good?
Cancel
Asks for confirmation: Cancel this element? Only one that never took cost can be.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.