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Creating a WBS

Create a work breakdown structure to divide a project into levels. You can create sibling WBSs to represent WBSs that are hierarchically equal, or child WBSs to represent WBSs that are subordinate to projects or other WBSs.

To create a WBS:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page:
    1. Select a WBS or project. The WBS can act as a sibling or a parent. The project will act as a parent.
    2. Click the Actions menu:
      • To add a sibling, select Add "" "" Add Sibling WBS (Shift+Insert).
      • To add a child, select Add "" "" Add Child WBS (Ctrl+Insert).
    3. Enter a name in the WBS/Activity field of the new WBS.
    4. Click the Actions menu and select "" Save (Ctrl+S).

Tips

  • To add, edit, or delete WBS elements, whether you are working with a single project or a group of projects, you must be working in an activity view that is organized based on all levels of the WBS hierarchy. This type of view is identified by the "" (WBS) icon. Click the Activity View list on the Activities toolbar, and select this type of view or, if necessary, create one. See Creating Views.
  • The WBS will automatically be assigned a name based upon the project or WBS you select. For example, if the project or WBS is named WBS: Business Project 1.5, the application will automatically name the new WBS: Business Project 1.6.
  • You can also right-click a WBS or project and select Add Sibling WBS or Add Child WBS to create a WBS.

Related Topics

About Work Breakdown Structures (WBS)

Working with WBS Elements

Adding a WBS from Template

Configuring General WBS Information

Activities Page


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