Connect Cost/Revenue Breakdown Structure to Project
Explanation
The cost/revenue breakdown structures that belong to a company can be connected to
projects in the same company. Once connected a structure can be used to plan
project budgeting and forecasting.
Prerequisites
- A cost/revenue breakdown structure that is in the Active state must exist.
- A project that belongs to the same company as the structure must exist.
System Effects
- The structure will be connected to the project and is to be used for
planning in project budgeting and forecasting.
Window
Project
Cost/Revenue Breakdown Structure
Related Window Descriptions
Project
Cost/Revenue Breakdown Structure
Procedure
From the Project window
- Open the Project window and query for your
project.
- Enter the relevant structure ID in the CBS ID field. The List of
Values will show the structures available for the company.
- Click Save.
From the Cost/Revenue Breakdown Structure window
- Open the Cost/Revenue Breakdown Structure window and query for
the relevant structure ID.
- Enter the relevant project ID in the Project ID field. The List of
Values will show the projects available for the company.
- Click Save.