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WBS Relationship Wizard

Setup > WBS Relationship Wizard

The WBS Relationship Wizard is used to define the field mappings between the components of the Prolog Manager work breakdown structure (WBS) and the Sage 300 Construction and Real Estate work breadkdown structure.

The Prolog Manager WBS consists of the Project Number and a Budget Code that can consist of one to six segments. Each of these segments is defined as part of your Prolog Manager Budget Code Structure settings and can therefore be different for each company that uses Prolog Manager.

The Sage 300 Construction and Real Estate WBS consists of a Job number and a Cost Code that can consist of one to four segments. In addition, the Sage 300 Construction and Real Estate WBS may also consist of an Extra field and a Category field. The specific format and use of theses fields is determined when Sage 300 Construction and Real Estate Job Cost is initially implemented and is therefore often different for each company that uses Sage 300 Construction and Real Estate.

One of the key differences between the two work breakdown structures is that the Sage 300 Construction and Real Estate structure is hierarchical and the Prolog Manager structure is flat. For example, a Sage 300 Construction and Real Estate WBS that utilizes all possible fields would consist of a Job that is broken down into Group Cost Codes. Each Group Cost Code has beneath it, individual Cost Codes. Each Cost Code has beneath it one or more Categories. At each level of the hierarchy, there are records in the database that represent those levels. When Extras are used, these behave as a sub-job containing their own hierarchy of Cost Codes and Categories beneath them. They therefore exist as a separate branch of the hierarchy under the job.

Within a Prolog Manager WBS on the other hand, a project is broken down into Budget Codes. There are no additional levels below Budget Codes or between the Project and the Budget Codes.

The WBS Relatiionship Wizard guides you through the steps of mapping the components of each work breakdown structure in order to achieve the desired integration results.

Back

Returns to the previous step of the wizard.

Next

Advances to the next step of the wizard providing that all of the required values have been entered on the current step.

Cancel

Dismisses the wizard without saving the WBS relationships that have been defined.