Merging work breakdown structures or values

You can merge work breakdown structures (WBS) and their values, making it easier to manage projects.

Merging WBS

You can merge two WBS into a single, unified structure without losing critical data.

1. Do one of the following:

   • To merge global WBS, select Libraries > Work Breakdowns.

     You must be logged in to Sage BidMatrix as an Admin or Librarian.

   • To merge project-specific WBS, enter the project Bid Room and select Work Breakdowns.

     If both WBS are project-specific, they must belong to the same project.

   There must be no overlapping estimate items between source and target WBS and the source WBS must not be used as a dimension in a Cost Index.

2. Select the Select option.

3. Select the two WBS that you want to merge from the list.

4. Select Merge.

5. In the dialog, select the target WBS and select Merge.

Merging WBS items

You can consolidate two or more similar items within a WBS for improved accuracy.

1. Do one of the following:

   • To merge values in a global WBS, select Libraries > Work Breakdowns.

     You must be logged in to Sage BidMatrix as an Admin or Librarian.

   • To merge values in a project-specific WBS, enter the project Bid Room and select Work Breakdowns.

     If both values are project-specific, they must be in the same project.

   The following conditions must be met:

   • The items must not contain alternate or bid package values that appear in different matrices within the same project.
   • If both items are phases, they must not exist within the same matrix.
   • The source item must not have any markup applied.
   • The source WBS must not be used as a dimension in a Cost Index.

2. In the Work Breakdown section, do the following:

   1. Select the WBS and select the Select option.

   2. Select two or more values from the list and select Merge.

3. In the dialog, select the target value and select Merge.

Viewing merged WBS or value names (for Admins and Librarians)

For WBS and values in Libraries, Sage BidMatrix retains the original WBS or value names as metadata in the final merged WBS or value by default.

1. Go to Libraries > Work Breakdowns.

2. Select the ellipsis icon () next to the merged WBS or value.

3. Select Edit Merged WBS... or Edit Merged WBS Items... as appropriate.

4. Optionally, to remove a name from the list, select it in the dialog and select Delete.