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Programs Projects Tab

 
Programs Projects Tab
1

WBS From Dropdown

1. WBS From Dropdown
These are the options:
  • (Portfolio) - If you select this option the system level default WBS is linked to the record and cannot be edited. See Portfolio/Setup/WBS for information about creating the system level default WBS.
  • Program - If you select this option you can create a WBS for the record from scratch.
2

WBS Tree

2. WBS Tree
If you select "(Portfolio)" or a program in the WBS From field this tree is read-only and displays the WBS from the chosen level.
 
If you select "Project" in the WBS From field you can build the record's WBS in the tree. Right click a node to display the context menu:
 
 
Select "Add WBS". The node entry field displays:
 
 
Type a Code* if you wish, or accept the default - PMWeb will automatically number each node for you. Enter a description and then click the Save button or press ENTER to save the node and close the entry field:
 
3

Edit Button

3. Edit Button
Select one line in the table and click this button to open the record in the Projects page.
4

Add Button

4. Add Button
Click this button to open a new record in the Projects page. The new project is automatically linked to the program by default and fields from the Project section in the Programs Details Tab are copied as well.
5

Delete Button

5. Delete Button
Selected records will be deleted from the  Projects page.
6

Refresh Button

6. Refresh Button
7

Layouts Button

7. Layouts Button
8

Projects Table

8. Projects Table
This table displays all of the projects linked to the program. Click the hyperlink in the Project Number column to navigate to the record in the Projects page. All fields in the table are read only.