---
title: "Define calculation settings on WBS task"
slug: "define-calculation-settings-on-wbs-task"
description: "Define calculation settings for WBS tasks easily. Learn to create and edit tasks, set effort, cost codes, and forecast quantities effectively."
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:37:47Z
published: 2026-03-20T17:46:03Z
canonical: "docs.staedean.com/define-calculation-settings-on-wbs-task"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Define calculation settings on WBS task

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.

### Steps

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.

**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.
15. 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]
> **Note**
> 
> You can also fill in the calculation fields on the **WBS line** once it is created.

## Related

- [Use calculations in work breakdown structure](/use-calculations-in-work-breakdown-structure.md)