Records

Build a Project, WBS, and Phase Structure

Last change: Not recorded

Create a Project, nest WBS or Phase headings, place records below them, and use automatic Type routing where it saves work.

Projects, WBS headings, and Phases organize records without turning them into separate copies. Levels are calculated from the parent hierarchy and are not limited to a fixed number.

Open Records ↗

Open the correct Project context

Open Records in the context that will own the structure. Review Collections & Setup only when you need supporting definitions.

Records Collections and Setup for the active context

Create the Project record

Select New Record, choose Project, enter its name, code, and start date where known, then create the record. A Project remains a root heading.

New Record identity step used to create a Project

Create the first WBS or Phase

Create a WBS or Phase. In Parent Project / WBS / Phase, search for the Project and select it as the parent.

WBS parent selector placing a heading below a Project

Place existing records

Select one or several rows, right-click, choose Place selected under, search for the destination Project, WBS, or Phase, and confirm.

Context menu used to place selected records below a WBS heading

Review the nested structure

Create deeper headings by selecting the preceding WBS or Phase as parent. Expand and collapse the hierarchy to confirm that each child is in the intended branch.

Several nested WBS levels shown as a clear hierarchy

Use focused views and save

Optionally set Contained Record Types for predictable automatic routing. Check the relevant Type views, adjust sibling order, and select Save Catalog.

Focused record Type views used after organizing a WBS

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