Add a Workspace CBS

Add a CBS at the workspace level when projects included in the workspace or sibling workspaces need to use the same CBS.

To add a workspace CBS:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Dictionaries, and then select CBS.
4. On the CBS page, select Create CBS.
5. In the CBS Setup dialog box, select Create new, and select Next.
6. Provide at least one segment definition. Each segment definition you enter here corresponds with a level in the CBS hierarchy. The number of segment definitions you create determines the number of hierarchical levels you can have in your CBS. For example, if you only define one segment, then the CBS will be a flat list with one level. If, however, you define two segments, then the CBS can be two levels deep, with some CBS codes nested under the top-level CBS codes. Use these fields to provide segment definitions:
   • Name: The name of the segment definition. Remember, here you are defining the name of the hierarchical level, not the name of an individual item. For example, if you are using MasterFormat to organize specs and documents, it would make more sense to enter "Divisions" here than to enter something like "Procurement and Contracting" or "General Requirements." That's because each of these things is itself a division. After you have defined the segment definitions, you can enter the individual divisions—like "Procurement and Contracting" or "General Requirements"—back where you are defining the CBS.
   • Default Value: For CBS codes that are subordinate to top-level CBS codes, this optional default value appears in their place before you add them. For example, let's say you've defined two segments, one called Divisions and another called Subdivisions. Let's also say that the default value for Subdivisions is 00. On the Cost Sheet page, if you add a new top-level CBS code titled "HVAC", then that code will be appended with 00 to read "HVAC 00." The Separator value determines how this default code is separated from the name of the parent code. In this case, we're using a space.
   1. Separator: The separator that follows the name of the division. This can be a period, space, or hyphen. For example, let's say you have two segment definitions and have set the Separator value of the top-level segment to be a period. Let's also say the default value for both is 00. If you then add a new top-level CBS code titled "HVAC," it will appear on the Cost Sheet page as "HVAC.00".
7. Select Finish.
8. Enter your CBS codes, and select Save.

Tips

• Create an import template in Microsoft Excel instead of manually entering values if you have a lot of CBS codes to enter.

This setting is used in the following apps: