Appearance
WBS Field Reference
This page lists every field on the Work Breakdown Structure (WBS) form in PayInvoice Next with its purpose and usage.
Header Fields
| Field | Required | Description |
|---|---|---|
| Project | Yes | The project this budget code belongs to. All WBS codes must be linked to a project. |
| WBS Name | No | A descriptive name for the budget code (e.g., "Earthwork", "IT Equipment"). Displayed in the tree view and on reports. |
| Budget Code | Yes | A short alphanumeric identifier (e.g., "1100", "CIV-001"). Must be unique within the project. Read-only after creation. |
| Is Group | No | Check if this code will contain child codes. Group codes cannot be selected on transactions. Defaults to unchecked (leaf). |
| Locked | No | When checked, prevents this WBS code from being used on new transactions. Existing transactions are not affected. |
Auto-Filled Fields
These fields are automatically populated from the linked Project record and cannot be edited directly on the WBS form.
| Field | Source | Description |
|---|---|---|
| Company | Project → Company | The legal entity that owns this project. |
| Cost Center | Project → Cost Center | The cost center associated with the project. |
| Project Name | Project → Project Name | The full name of the project. |
| Project Type | Project → Project Type | The classification of the project (e.g., Construction, IT, Maintenance). |
| Level | Auto-calculated | The depth of this code in the tree hierarchy (Level 1 for root codes, Level 2 for their children, etc.). |
Classification Fields
| Field | Required | Description |
|---|---|---|
| Plant | No | The physical location or facility associated with this budget code. Links to the Plant master. |
| Expenditure Type | No | The category of expenditure for this code (e.g., Capital, Revenue, Operational). Links to the Expenditure Type master. |
| Warehouse Required | No | When checked, any Purchase Order using this WBS code must specify a receiving warehouse. Useful for stock items. |
Tree Structure Fields
| Field | Description |
|---|---|
| Parent Work Breakdown Structure | The parent code in the hierarchy. Empty for root-level codes. Managed automatically by the tree view. |
Item Quantity Budget Table
The Item Qty Budget table allows you to plan quantity-level budgets for specific items under this WBS code.
| Column | Description |
|---|---|
| Item | The item to budget for. |
| Qty | Planned quantity. |
| Rate | Estimated rate per unit. |
| Cost Amount | Calculated automatically (Qty × Rate). Read-only. |
| MR Submitted Qty | Quantity already submitted via Purchase Requests. Read-only. |
System Fields (Hidden)
These fields are used internally and not visible during normal operation: Naming Series, Created From Project, Tender BOQ Line, Left, Right, Old Parent.
Related Pages
- Create a WBS Code — How to fill these fields
- Modify or Disable a WBS Code — Changing or locking a code
- WBS Overview — How the WBS tree works