Create and Manage a Projects Cost Breakdown Structure (CBS)

Background

The process below describes how to create and manage the Cost Breakdown Structure (CBS) for a project.

Process

1) Select a Project in the project dropdown field.

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2) Then click Project module item

3) Under Breakdown Structures click Costs (CBS)

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This will display the Projects Cost Breakdown Structure

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4) to add, edit and delete tree nodes on the structure, right click the mouse to bring up the context menu.

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5) The context menu allows the user to expand and collapse the tree, start a root node, add a new sibling (at the same tree level) add a new child (at a level below the current level), and delete nodes. Note if a node with children is deleted, all children are also deleted. A node can be moved to report to a different node by holding down the left mouse button and dragging the node to the new location.

6) When adding or editing a tree node on the CBS the following form will appear.

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Pre-Requisite Requirements

Security Access

Licensing – users are to be licensed for the Time Material Equipment module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing

Roles – users are to be assigned a user role for accessing the My Time Sheet – Weekly menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles

Field Explanation

Field	Example Input	Characters	Field Restrictions
Code	5010	Min 1 Max 30	Mandatory Field Alpha, Numeric and special characters allowed. No Duplicates Allowed at the same level below nodes parent.
Alternate Code	RHS.L5.EL	Min 0 Max 10	Non Mandatory Field Alpha, Numeric and special characters allowed. Duplicates Allowed.
Title	Electrical Installation	Min 2 Max 150	Mandatory Field Alpha, Numeric and special characters allowed. No Duplicates Allowed.
Title Short	Elec. Inst.	Min 2 Max 25	Mandatory Field Alpha, Numeric and special characters allowed.
System Title	L5 \| Electrical Installation	Min 2 Max 50	Mandatory Field Alpha, Numeric and special characters allowed. This is the field displayed in Extrack when assigning a CBS in other forms. It should contain some hierarchy information to make it easy for other users to identify its purpose.
Manager	Lucian Parsons	Select List	Mandatory Field From Contact Register Manager reviews / approves data associated with control account ie time sheets.
Account Closed	Check Box	Check box	Used to identify any CBS control account as closed, preventing additional data being associated to it.
Description	Level 5 electrical instllation includes all wall sockets and light fittings but excludes airconditioning and communications cables.	Min 0 Max 500	Non Mandatory Field Alpha, Numeric and special characters allowed.

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