Create a Workspace CBS

Creating a workspace CBS enables you to use the same CBS across multiple projects in your workspace and in sibling workspaces. If a workspace and a child workspace share the same CBS, costs will roll up to the workspace Cost Sheet page, providing a high level view of project and child workspace costs in the workspace.

Choose one of the following methods to create your CBS:

• Add a Workspace CBS

  Add a new CBS if your workspace has a unique CBS.

• Copy a Parent Workspace CBS

  Copy a parent workspace CBS if you want to use the same CBS as the parent.

• Create a Workspace CBS by Import

  Add a CBS by importing if your organization already has a structured CBS you want to use.

• Copy a Sibling Workspace CBS

  Copy a sibling workspace CBS if you want to use a CBS from a sibling workspace.