Create and Manage a Projects Cost Breakdown Structure (CBS)
Background
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
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 | 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. |