Auto publish WBS using work classification

Overview

This enhancement to the evergreen work classification feature streamlines project/matter setup by introducing the ability to automatically publish the Work Breakdown Structure (WBS) upon project creation.

Key features

• Automatic WBS publishing: When configured, the WBS for a project is automatically created and published based on the selected work classification during project creation.
• Customisable setup: Users can enable the “Automatically publish WBS” flag for specific work classifications to suit their organisation’s requirements.

How it works

To enable this functionality:

1. Navigate to Project management and accounting > Setup > Projects > Work classification.
2. Enable the “Automatically publish WBS” flag for the desired work classification.
3. When this flag is activated, the WBS is automatically created and published whenever a project/matter is created with the specified work classification.

Note: This enhancement requires the “(evergreen) Work classification” feature to be enabled.

This enhancement reduces manual steps in project setup, improving efficiency and ensuring consistency in WBS creation.