You can use templates to easily add (parts of) a work breakdown structure.
A template is a predefined work breakdown structure that you can reuse in several advanced work breakdown structures.
A template can contain predefined:
The project setup and price setup are not included in a template.
You can import a template beneath the root project or a subproject.
When you import a WBS template:
After a template import, you can change the imported WBS lines.
1. | Click Advanced project management. |
2. | Click Project quotation. |
3. | In the list, find and select the desired record. |
4. | Click Advanced WBS. |
5. | Click Edit. |
6. | Select the node in the WBS beneath which to import the template. |
7. | Click Import. |
8. | Select the template to import. |
9. | Click OK. |
10. | This message is shown: "Do you want to apply the rate card for this customer instead of the rates in the selected work breakdown structure template? " |
  | Click Yes. |
Related to | Notes |
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Create work breakdown structure (WBS) |
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