Quick Add PBS elements
Use Quick Add to create multiple PBS elements at once. Alternatively, you can create elements one by one, but you'll save more time with Quick Add.
- On the Estimates page, click
More Actions > Quick Add > WBS.- Your button in the menu will be labeled differently if you renamed the PBS.
- Enter each element's information in a separate row.
- An asterisk in a column name means that the information is required.
- If you're unsure what to enter, see the following table to learn more.
- Click OK.
| Element* | Enter a name for the element. |
| Description | Enter a description of the element. |
| Parent | To add a top-level element with no parent, leave this blank. To add a child, enter the name of the existing element that will be its parent. |
| Allow Estimates | Select Yes to unlock the element, or select No to lock it. No data can be entered in a locked element. |
| Workflow Step - Users | Select the associated users of each workflow step. |
| Workflow Step - Due Date | Enter the due date of each workflow step. |
| Delete | To remove rows of information, select the rows, then click Delete. |
Click the Download Excel Template button to get an empty spreadsheet with the same Quick Add columns. Once you've filled the template in, you can paste everything from there in the Quick Add form.
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