Projects
Build the project tree so budget, tasks, and costs post to the right leaf.
Where to find it: Left menu → Projects & Operations → WBS Structure
Step 1
Left menu → Projects & Operations → WBS Structure. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Add WBS codes under a project, nest children under parents, then assign elements on budget lines, tasks, and costs.
Step 3
BvA and cost leaves should show the WBS you picked. Child elements should refuse delete while children remain.
Yes. WBS Structure is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No — WBS is optional account assignment. Use it when you need structure beyond soft budget categories.
