This activity is done outside D365 F&SCM, but the process includes related steps in D365 F&SCM.

A work breakdown structure (WBS) is a hierarchy of tasks that defines the work required for a project. It includes each task’s scope, cost, and duration.


Standard procedure

1. Go to Project management and accounting > Projects > All projects.
2. Open Project type column filter.
3. Enter a filter value of "fixed" on the "Project type" field using the "is exactly" filter operator.
4. In the list, find and select the desired record.
5. Click Work breakdown structure.
6. Click New.
7. In the Task name field, type a value.
8. In the list, mark the selected row.
9. In the Task end date field, enter a date.
10. Click Save.
11. In the View field, select an option.
12. Click New.
13. In the list, mark the selected row.
14. In the Transaction type field, select an option.
15. In the list, mark the selected row.
16. In the Project category field, enter or select a value.
17. In the list, mark the selected row.
18. In the Quantity field, enter a number.
19. In the Unit cost price field, enter a number.
20. In the list, mark the selected row.
21. Click Save.
22. Click Publish.
23. Close the page.
Related to Notes

Create Fixed price project

 

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