WBS and the display of Sales (Procurement) Category

By default the lines created on the WBS are of 'Hour' type. They are displayed on the 'Schedule planning' tab. However if you wish to define and plan for other project transaction types like, 'Expense', 'Item' and 'Fee', you need to navigate to the 'Estimated costs and revenue' tab. 'Hour', 'Expense' and 'Fee' type transactions are ok to define as you need to select an appropriate project category against the same.

However when it comes to items, it is still ok, if you have 'Items' defined, as there is an 'Item number' drop down to select the appropriate item. But if you only deal in procurement categories, then there is a bit of an issue. I mean an additional setup is required, so that procurement categories start showing in the WBS in the 'Sales category' drop down.

Procurement categories on WBS

To allow this to display the additional setup is as follows. The assumption here is a 'Procurement' type category hierarchy is already defined. This can be checked at :

Category hierarchies

Then the next step is to create a new 'Category hierarchy role association' of type 'Sales category hierarchy' and associate it with the 'Procurement' category hierarchy. The navigation to the 'Category hierarchy role association' is as mentioned in the screenshot above.

This setup will enable the display and selection of the procurement category in the WBS.

Thanks
Sarang