Edit Work Breakdown Structure Software Version 1.30 Version:
  • Help Center
  • Getting Started
  • Suppliers
  • Price Lists
  • Costing
    • Projects
    • Work Breakdown Structure (WBS)
      • Create a new WBS Heading
      • Edit WBS
    • Bill of Quantity (Items)

Edit Work Breakdown Structure (WBS)

What is a WBS?

How to Create a WBS Heading?

A structure (like WBS - Work Breakdown Structure or EPS - Enterprise Project Structure) is a hierarchical arrangement of the projects, items, products and services produced during and by a project.

The project is the highest level of the WBS while an individual item required to create a product or service is the lowest level.



Watch Video:

Create / Edit a WBS

One the WBS Heading Page, click on the Heading you want to edit the WBS, and click Edit Structure button.


Edit WBS Structure

To Create / Edit a structure to organize items, You can:

  1. Create your structure from a preset Template
  2. Import your structure from Excel
  3. Import your Structure from your cost codes in Xero
  4. Create from Scratch

Create a WBS Structure

To add Nodes, we use the right panel of the Edit Structure Page:

  1. Create a new node to the root
  2. Create a new node under the selected node
  3. Save changes
  4. Delete Selected Node