Help

Enter values for WBS codes

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. From the Catalog tab or the Estimate tab, click Define on the speedbar and select WBS Codes.
    Note: Alternately, click Define on the speedbar and select Globals. Then click WBS Codes.
  3. From the View Codes field, click to select the WBS code for which you want to enter values.
  4. Click New.
  5. In the Code field, enter the first value for the WBS code. Note that this value can be a maximum of 10 characters.
  6. Select the Auto-Increment by checkbox to create the next code by adding a specified value to the current code each time you click Add. If you select this checkbox, enter a value by which to increment.
    Note: The information you entered for the previous value remains the same for the new value.
  7. In the Description field, enter a text description of the value.
    Note: The Quantity, Units, and Baseline fields are optional fields that enable you to calculate costs per unit and compare actual costs with baseline costs in the Summary tab.
  8. In the Quantity field, enter the quantity you want to apply to this value.
  9. In the Units field, select the appropriate unit of measure for the quantity you entered.
  10. In the Baseline field, enter the baseline you want to apply to this value.
  11. Click Notes to add additional comments to the item.
  12. Click Add to add the item to the WBS code.
  13. Repeat steps 5 - 12 until you have added the appropriate values to the WBS code.
  14. Click Cancel.
  15. Click OK.
Submit
Previous
Next