The General dialog box displays when you right-click a project or WBS level in the Activity Table of the Gantt chart and select General.
You can also select a WBS level in the Gantt, click , select WBS Details, then click
General.
General WBS Tasks
In the General dialog box, you can add, set, review, or revise basic WBS details such as forecasted or anticipated WBS start and finish dates, the responsible manager of WBS activities, and budget data related to a selected WBS.
For detailed information about activities you can complete in the General dialog box, see:
To view general WBS details
- In the menu of the General dialog box, click the arrow
of the Column Selector
.
- From the list of options, click the WBS details you want to view. Details are available for WBS:
- names, codes, and paths
- start and finish dates
- name of manager responsible for the completion of WBS activities and handling related budgets
- related budget data
For more information, see Field Definitions.
Controlling placement of the dialog box
You have full control of the placement of the Notebooks dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart or activity network diagram. See Customize activity views for more information.
Field Definitions
-
- Maximize
- Maximizes the dialog box to the full area of the Activity page.
- Restore from Maximized State
- Restores the dialog box to its default size.
- Float
- Resizes and makes the dialog box able to be dragged and dropped within or outside the browser, referred to as Float State.
- Restore from Float State
- Restores the dialog box from Float State and positions it within the window.
Note: Dragging and docking the dialog box creates the same results as Float and Restore from Float State controls.
- Auto-hide
- Hides the contents of the dialog box by reducing the view to a tab. Clicking the tab restores the view of the dialog box.
- Toggle Auto-hide
- Prepares the dialog box for the Auto-hide state. This toggle serves as an state in between the tabbed state and the restored state of the dialog box.
- Exit
- Closes the dialog box.
-
Column Selector
- Provides a list of fields you can display in the Documents dialog box by marking the check box of each field you want to display. Possible fields to display in the Documents dialog box include:
- WBS Code
- Displays the unique identifier assigned to the WBS.
- WBS Name
- Displays the name of the WBS. You can enter a new name if required.
- WBS Path
- Displays the WBS path if one was applied. The WBS path is a group of identical WBS levels used across multiple projects. The WBS path lists activities grouped by WBS levels, without displaying the project level node.
- Parent WBS
- Displays the name of the WBS that is the parent of the selected WBS. In this context, the selected WBS has inherited the attributes of its parent and is formed one level beneath its parent in the WBS hierarchy.
- Anticipated Start
- Displays the expected start date of the WBS level.
- Anticipated Finish
- Displays the expected finish date of WBS level.
- Forecast Start Date
- Displays the planned start date of the WBS based in a what-if scenario designed to simulate project performance and outcomes and plan resource allocation.
- Forecast Finish Date
- Displays the planned finish date of the WBS based in a what-if scenario designed to simulate project performance and outcomes and plan resource allocation.
- Original Budget
- Displays an estimate of the total amount you require for the selected WBS, including all contributed funds. You can change this value.
- Current Budget
- Displays the sum of the original budget plus approved budgets.
- Distributed Current Budget
- Displays the sum of all budgets that were assigned to control accounts during baseline planning. These budgets are allocated for work and planning packages.
- Proposed Budget
- Displays the sum of the original budget and pending budgets.
- Unallocated Budget
- Displays the sum of a budget that has not been allocated to the selected WBS.
- Responsible Manager
- Displays the name of the manager responsible for the completion of the WBS tasks.
- Project Status
- Displays the completion status of the selected WBS element.
- User Defined Fields
- Displays a selection of user defined fields that can be displayed in the General dialog box.
- Previous WBS
- Moves up to a previous WBS in the Activity Table
- Next WBS
- Moves down to the next WBS in the Activity Table