WBS Procurement Packages

WBS Procurement Packages

A WBS Procurement Package is a node within your Work Breakdown Structure (WBS) Cost Structure that can collect procurement costs only. (That is, you can not collect time entries against a WBS Procurement Package.)

Your WBS cost structure is made up of nodes - parent and child nodes. Costs will settle against child nodes or the parent node, if no subsequent child nodes are made.  All costs allocated to child nodes then roll up to its respective parent, which in turn rolls up to the Job total.
Qic-Tip
WBS Procurement Package(s) can be either a parent or child node(s).
QicWorks allows you to create up to 6 child nodes under your parent nodes

When creating a purchase order or an expense you will notice that any Procurement Packages linked to that Job will now appear within the WBS selection field.
For more information about creating a Work Breakdown Structure see our blog:  Qic-Guide Series: Work Breakdown Structures

Example of a WBS Procurement Package

The highlighed node below is an example of a WBS Procurement Package.
 
You can not change the WBS cost structure at Job level. It must be changed within the Management interface. 
You can not change to a different WBS cost structure at Job level once the Job has time and/or costs allocated to it.
The account must have a least one 'default' WBS.
Click on    Business    from the main menu, then click on    Settings   . From the Financial Settings menu click on   WBS Management  . Select an existing WBS Cost Structure or create a new one.

Action: Creating a WBS Procurement Package

Use the WBS Builder to manually create or edit your WBS Cost Structure, noting item  4  below
Click on the page help icon   within QicWorks to watch our Manual WBS creation video.

1.  Click on the + button to add nodes.


2.  Click in the name field to edit. Use your enter key to save this data.


3.  If applicable, click in the Non billable checkbox to enable these costs to appear on Non Billable reports.


4.  If applicable, click in the Procurement checkbox to set this node as a Procurement Package.



5.  Click on the + to create a child node for this node. Then repeat steps 2 - 5 to update.


6.  Alternatively, click on the + to create another parent node. Then repeat steps 2 - 5 to update.


Selecting your WBS Procurement Package on your Purchases

When creating an expense or purchase order, you are required to select the Job number that this expense is to be costed to. By selecting the Job you have automatically identified the WBS Cost Structure (and subsequent WBS Procurement Packages) assigned.

1. Click on the Add item button to expand
2 . Make sure the Charge toggle is on WBS
3. Click on the dropdown arrow to reveal options

4. Click on required WBS Procurement Package to select
Qic-Tip
Start typing the name of required WBS Procurement Package in the white search field to help find it faster.
For more information about how to create a Purchase order see: Action: Create a Purchase Order
For more information about how to create an Expense see: Action: Create an Expense
For more information about what is a WBS Cost Structure see: WBS Management

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