How to change WBS Properties in Estimator

Here is an overview on how to quickly change WBS Properties in Estimator. This can be done in the Estimate view directly, or in the WBS Properties window.

In the Estimate view, users can easily access and modify WBS Properties by selecting the specific Work Breakdown Structure (WBS) element they wish to edit. A context menu will appear, offering options such as editing the name, adjusting the hierarchy, or changing the associated attributes. This method allows for immediate updates and a streamlined workflow, making it simple to adapt the properties as needed without navigating away from the estimate.

Alternatively, the WBS Properties window provides a more detailed interface for users who prefer to view and edit multiple properties at once. By opening this window, users can see a comprehensive list of all WBS elements along with their corresponding properties. This centralized view facilitates bulk modifications, ensuring that updates can be made efficiently across various elements, such as changing the status, adding descriptions, or altering resource allocations.

Both methods are designed to enhance user experience and improve the efficiency of managing WBS Properties in Estimator, allowing for quick adaptations to meet project requirements. Whether you prefer the direct approach in the Estimate view or the comprehensive options available in the WBS Properties window, Estimator provides the flexibility needed to effectively manage your project’s structure.