Merge WBS codes for use in accounting data

  1. Open a job in the Manage Estimates screen.
  2. Open the Estimate tab.
  3. Click Define on the speedbar and select Globals.
  4. On the WBS Names tab, select the MultiSelect checkbox, then hold Ctrl and click on up to four WBS codes that you want to merge.
    Tip: You can select WBS codes that are listed next to each other by clicking on the first WBS code and drag the mouse over each WBS code you want to select.
  5. Click WBS Merge.
  6. Complete the fields as described on the WBS Merge popup window.
  7. Click OK.
  8. Click OK.
    Note: You must Recalculate the Estimate the estimate to see the merged WBS codes.
  9. Click OK.