Modify or Disable a WBS Code

This page explains how to edit an existing WBS code or lock it to prevent further budget consumption.

Editing a WBS Code

1. Navigate to Budget > Work Breakdown Structure and select the project filter.

2. Click on the WBS code you want to edit.

3. You can change:

   • WBS Name — update the descriptive label
   • Plant — reassign the physical location
   • Expenditure Type — change the expenditure classification
   • Warehouse Required — toggle whether a warehouse is needed on transactions

4. Click Save.

WARNING

You cannot change the Project or Budget Code after the WBS code has been created. If you need a different code, create a new WBS entry and transfer any remaining budget from the old code using a Budget Transfer.

Locking a WBS Code

Locking prevents any new transactions from being charged to a WBS code while preserving its history and existing budget entries.

1. Open the WBS code.
2. Check the Locked checkbox.
3. Click Save.

When a WBS code is locked:

• Users cannot select it on new Purchase Orders, Purchase Invoices, Purchase Requests, or Goods Receipt Notes.
• Existing submitted transactions are not affected.
• Budget entries remain visible for reporting purposes.
• You can unlock the code at any time by unchecking Locked and saving.

Converting Between Group and Leaf

• Leaf → Group: You can check Is Group on a leaf code only if no budget entries, Purchase Orders, or other transactions reference it. If transactions exist, the system blocks the conversion.
• Group → Leaf: You can uncheck Is Group only if the code has no child codes underneath it.

Deleting a WBS Code

WBS codes can only be deleted if:

• No child codes exist underneath them
• No budget entries reference the code
• No transactions (Purchase Orders, Invoices, etc.) use the code

If any of these conditions apply, the system blocks deletion. Instead, lock the code to prevent future use.

Related Pages

• Create a WBS Code — Adding new budget codes
• WBS Field Reference — Every field explained
• Budget Transfer — Moving budget between codes