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Title:
Organization/Area: Create Additional WBS – Hierarchy Graphics(CJ20N)
EUP Category: Controller’s Office & Campus Business Offices
File Name: FI_PS_CJ20N Change or Create Release: R/3 4.6B
Add'l WBS - Hierarchy Graphics
Responsibility: Controller’s Office/ Status: DRAFT ready for feedback from PS team
Campus Business Offices
Overview
Trigger:
Once a WBS element has been created for a Project, another WBS element may be easily created using the Hierarchy Graphics.
In addition, changes to WBS elements may be accomplished via the Hierarchy Graphics.
This is the BPP for creating additional WBS elements on a project (and changing the WBS
elements as needed).
Project Process
If a new WBS element is needed, it may be preferable to create that WBS by copying a WBS element that already exists on that
project.
Procedural Steps
Now, bring up the project to which you wish to add a WBS element. Choose Project > Open
Now, type in the Project Definition if you know it. If not, click on the drop-down box.
You will get this box. Click on the green check mark to get a listing of all projects. You may narrow down
the search by typing in the first few characters of the project definition followed by *. (Example: G* will get
you all of the Life Income Projects). Then click on the green check mark.
You can also type in the first few characters of the Project Definition name followed by * in the Description
field.
This box comes up with all of the G* type projects. Choose the correct project by either double-clicking on the correct project
definition or clicking once on the correct project definition and then clicking on the green check mark.
The box below appears with the project you selected. If this is correct, click on the green check mark to bring up the project.
The project will appear on the screen. Now, choose Goto > Hierarchy graphics
The Hierarchy Graphic screen now appears. The existing WBS element is shown as a box on the screen.
Last changed on: Last changed by: Version: 4.6B Page:
8/2/04 Mary Maness 4 of 9
BUSINESS PROCESS PROCEDURE
Title:
Organization/Area: Create Additional WBS – Hierarchy Graphics(CJ20N)
EUP Category: Controller’s Office & Campus Business Offices
File Name: FI_PS_CJ20N Change or Create Release: R/3 4.6B
Add'l WBS - Hierarchy Graphics
Responsibility: Controller’s Office/ Status: DRAFT ready for feedback from PS team
Campus Business Offices
Click on the existing WBS element. When you do this, the selected WBS element has 4 dots around it.
After the existing WBS element is selected, Choose Copy by either clicking on the Copy Icon or by using
the menu path: Edit > Copy
-OR-
The screen below appears. Fill in the number of the new WBS element, G9900000XX in the second box.
Then change the description to match the new WBS element name, and click on the green check mark.
Now, click on the new WBS element. Notice that the 4 dots appear around the project to indicate that the
project has been selected. Next, double-click on the new WBS element. The following screen, entitled
Change WBS Element, appears:
This allows you to be able to make changes to the newly created project as needed. Some of the changes
might include:
Start and End Dates on the Dates Tab
Costing Sheet and Overhead key on the Control Tab
All the applicable fields on the User Fields Tab
Long Project Name on the Long Text Tab
When you click on the green check mark you are taken back to the hierarchy graphics.
However, to change fields on the Customer enhancements screen, you need to return to the main Project
Builder screen and double click on the WBS element. When the edit panel for the WBS element appears,
scroll the tabs all the way to the right to see the Cust. Enhancement panel. Enter your changes and save.
Last changed on: Last changed by: Version: 4.6B Page:
8/2/04 Mary Maness 7 of 9
BUSINESS PROCESS PROCEDURE
Title:
Organization/Area: Create Additional WBS – Hierarchy Graphics(CJ20N)
EUP Category: Controller’s Office & Campus Business Offices
File Name: FI_PS_CJ20N Change or Create Release: R/3 4.6B
Add'l WBS - Hierarchy Graphics
Responsibility: Controller’s Office/ Status: DRAFT ready for feedback from PS team
Campus Business Offices
Finally, you may set up a hierarchy of WBS elements. For instance, if you want to create sub WBS
elements (Level 2 WBSs) you may create the WBS element and then move it below another WBS element,
making it a Level 2 WBS element. To do this, we will create one other WBS element, and make the already
created WBS a sub WBS element.
Follow the same steps mentioned above. Double-Click on the WBS element, and then change the name to “Sub Proj #1.”
Then click on the green check mark and go back to hierarchy graphics.
Next, stay on that WBS element and hit the copy icon. Complete the box as follows (pick the next WBS
element # available):
Now double-click on the new project and make any needed changes. Then hit the green check mark.
Once you have done these steps, the hierarchy graphics looks like this:
To make the G990000013 and G990000014 sub WBS elements, click on the Connect Icon , and a
pencil will appear. Starting at the bottom of the WBS element G990000012 (which we are going to keep as
the Level 1 WBS element, draw a line to one of the other WBS elements. The WBS now appears under
G99000012. Start again at the bottom of G990000012 and draw a line to the other WBS element. Now both
13 and 14 are Level 2 (sub) WBS elements.
To get rid of the pencil, do a right mouse click and the pencil disappears.
You cannot save from this screen. Thus, click on the green arrow back to get to the Project Builder Screen.
Then, Click on the Save Icon to save your WBS elements.