Add a PBS element in a proposal

There are two types of proposal breakdown structure (PBS) elements: parent and child. A child is a sub-level element of a parent.

The type of element you create determines the PBS hierarchy. Elements are indented to indicate their hierarchical position.

To Quick Add several new PBS elements simultaneously, see Quick Add PBS Elements.

To bring PBS elements from a ProPricer Contractor Edition Enterprise proposal into your Contractor Essentials proposal, see Import Previous Estimates.

Add a parent element

1. Go to the RAM or the Estimates page, then click Add > Add WBS.
   • Your button will be labeled differently if you renamed the PBS.
2. Enter a name for the new element.
3. Enter a description of the new element. (Optional)
4. If the Parent field contains a value, click Clear. Otherwise, you will create a child of that parent element.
5. If users should be prevented from adding data to the element, clear Allow Estimates. (Optional)
6. Click Create.

Add a child element

1. Go to the RAM or the Estimates page, then select the PBS element that will be the parent.
2. Click Add > Add WBS.
   • Your button will be labeled differently if you renamed the PBS.
3. Enter a name for the new element.
4. Enter a description of the new element. (Optional)
5. The Parent field should show the name of the element you selected. Do not clear this information. Otherwise, you will create a parent element.
6. If users should be prevented from adding data to the element, clear Allow Estimates. (Optional)
7. Click Create.