On each WBS task, you can define the applicable calculation settings. You can do so on the creation of the WBS task or on an existing WBS task.

Standard procedure

1.	Click Advanced project management.
2.	Click Project quotation.
3.	In the list, find and select the desired record.
4.	In the list, click the link in the selected row.
5.	Click Advanced WBS.
6.	Click Edit.
7.	In the list, find and select the desired record.
8.	Click New task.
9.	In the Task name field, type a value.
10.	In the Category field, enter or select a value.
11.	In the Effort in hours field, enter a number.
12.	In the Cost code field, enter or select a value.
13.	In the Role ID field, enter or select a value.
14.	Define the calculation group for the task. The variables and scheduled unit, as defined for the calculation group, are copied to the task.
	In the Group field, enter or select a value.
15.	Model ID is used to capture a standard set of formulas. It defines which model of the calculation group is used for the task. The formulas, as defined for the model are copied to the task.
	In the Model ID field, enter or select a value.
16.	In the Schedule unit field, enter or select a value.
17.	Forecast quantity, expressed in the scheduled unit defines the scope of the task and is also used for invoicing, progress billing, or subcontracting.
	In the Forecast quantity field, enter a number.
18.	Click OK.
	Note: You can also fill in the calculation fields on the WBS line once it is created.