Work Breakdown Structure

Use this form to create a hierarchy of work centres and allocate jobs to the various levels. eTimesheets use the Work Breakdown Structure to list only the available work centers for the selected job. You can also indicate if posting is allowed or disallowed for the work centre.

Buttons on This Form

You can use the buttons on this form to define the Work Breakdown Structure and allocate the jobs at the various levels:

Add

Click the Add button to create the Work Breakdown Structure (WBS) elements that define the cost centre hierarchy. One WBS element is created each time you click the Add button. You must click the WBS element underneath which to add a WBS element. The highest level is <root>. Then click the Add button and enter these per WBS element:

• WBS Element Code
• WBS Element Alpha
• WBS Element Name
• Select the work centre using the search field. You can automatically generate Work center codes. This setting is on the eTimesheet Module Control form. You can create as many WBS levels as you need.

  If you:

  • Automatically generate the work centre codes, then Greentree Desktop uses the WBS parent element code and WBS element code to build the work centre code. Based on eTimesheets Module Control, a separator (.) is used or not used to separate the WBS parent element code and WBS element code.
  • Automatically generate the code, you can have a restricted number of WBS levels as the JC work centre code may be too large. A message displays informing that the work centre could not be created. The JC work centre code is restricted to six characters.
• Select the Post at this level option if Timesheets can be posted with the Work Centre.

Note: eTimesheets only list the work centres for which Post at this level is selected.

Change

Select the work centre to edit, then click the Change button. You can change:

• WBS Element Alpha
• WBS Element Name
• Work Centre
• Post at this level option

Delete

Click the Delete button to remove a work centre from the Work Breakdown Structure.

Allocate

Select the job to allocate to the selected Work Breakdown Structure element. You can select the Job by clicking the Job Code or Name search fields. The selected job displays in the Code and Name fields. Allocate the job to the work centre by clicking the Allocate button.

Note: You can only link a job to one Work Breakdown Structure. If you attempt to link a job to another Work Breakdown Structure, an error message displays.

Remove

Click this button to remove jobs from the selected Work Breakdown Structure element. Select the Job to unallocate, then click the Remove button.

Code

Enter a Code for the Work Breakdown Structure to create.

Name

Enter a Name for the Work Breakdown Structure to create.

Work Breakdown Structure Elements

The Work Breakdown Structure Elements field lists the WBS hierarchy of WBS elements. Each WBS element consists of a work centre and for each WBS element you have a one or more allocated Jobs, which display in the Allocated Jobs field.

Click the:

• Add button to create Work Breakdown Structure elements. Select the WBS element underneath which to position the new WBS element, then click the Add button.
• Change button to edit WBS elements.
• Delete button to remove WBS elements.

Allocated Jobs

The Allocated Jobs field lists all the jobs that can be used by the selected Work Breakdown Structure element. The link between the work centre and the job is used in eTimesheets to determine the list of available work centres for the selected job.

Click the:

• Allocate button is used to allocate the selected job to the selected WBS element.
• Remove button is used to unallocate the selected job from the WBS element.

Job Code

Select the job to allocate to the selected WBS element using the search field. Allocate the selected job to the WBS element by clicking the Allocate button.

Job Name

Select the job to allocate to the selected WBS element using the search field. Allocate the selected job to the WBS element by clicking the Allocate button.

WBS Element Screen

The WBS Element form displays if you click the Add or Change buttons:

Code

Enter a code for the Work Breakdown Structure element. The code displays on the Work Breakdown Structure Maintenance form in the WBS hierarchy.

Note: Use this option to automatically generate the work centre code is selected in eTimesheets Module Control. Greentree Desktop uses the code to build the work centre code.

Alpha

Enter an abbreviated identifier for the WBS element. You can change this field.

Name

Enter a name for the WBS element. The code displays on the Work Breakdown Structure Maintenance form in the WBS hierarchy. You can change this field.

JC Work Centre

Select the work centre for the WBS element. You can automatically generate the work centre code. This option is set on the eTimesheets Module Control form. The automatically-generated code consists of:

• WBS Parent Element Code.
• Separator (.), used if the Include Separator option on the eTimesheets Module Control form is selected.
• WBS Element Code.
• SeparatorWBS Parent Element Code.

WBS Element Code

The automatically-generated JC work centre code displays when the WBS element is saved and re-opened by clicking the Change button on the WBS form.

Note: Work Centre is limited to a length of six characters.

Post at this Level

Select this option if timesheets can be posted with the work centre. If you select this option, the work centre is available through eTimesheets. If not selected, the work centre is not included in the list of work centres in eTimesheets.