The WBS Segments Definitions page under the Object Definitions tab of the Admin Navigation Menu provides a way to assign descriptive names to different parts of a Work Breakdown Structure (WBS). These definitions clarify what each segment represents, such as specific tasks, subtasks, or categories like contract type, branch, or funding source.  

 

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Users with any of the following Permissions may manage the page: 

  • System Administrator 
  • Settings Administrator 
  • Support 

 

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Admin > Object Definitions> WBS Segment Definitions 

 

What is a WBS Segment Definition? 

A WBS segment refers to a specific part of the Work Breakdown Structure that categorizes and organizes tasks and subtasks within a project. A WBS Segment Definition allows you to provide a descriptive name for a specific segment of a WBS that represents your Tasks or Subtasks. For instance, if your Task numbers are comprised of a multi-segmented WBS that contains Contract, Branch and Fund Source information, you can specify which portions of the WBS are defined as those names.  Then, when performing reporting functions, you can report by "Contract", "Branch" or "Fund Source" and have a list of WBS Segments to refer to. 

 

The WBS Segment Definitions List 

The list displays the following information: 

  • WBS Segment Definition  
    • The given name or title for a specific segment within the WBS 
  • WBS Type 
    • Classifies segments into different categories 
  • Starting Segment 
    • Marks the beginning point of a specific WBS segment, indicating where that classification begins within the project 
  • Ending Segment 
    • Indicates the conclusion of a WBS segment, defining the range of tasks or subtasks included in that classification. 

 

How to Add a New WBS Segment Definition 

  1. Click the "Add New WBS Segment Definition" button in the toolbar. 
  1. In the properties section, fill in the specified properties: 
  • Title  
  • WBS Type 
  • Starting Segment 
  • Ending Segment 
  1. Click the "Submit" button to create the new WBS Segment Definition or click the "Cancel" button to abort the creation process. 


How to Edit an Existing WBS Segment Definition 

  1. In the WBS Segment Definitions List, select the record to be edited by clicking the WBS Segment Definition Name. 
  1. Fill in the appropriate information in the properties section 
  1. Click the "Submit" button to create the new WBS Segment Definition or click the "Cancel" button to abort the creation process. 


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