WBS General Detail Window of the Activities PageOverview Use this detail window to add or modify information about the currently selected WBS or project. Screen Elements General toolbar See WBS General Toolbar of the Activities Page. Anticipated Finish field The expected finish date of the WBS used during the planning phase. This date is manually entered and is not affected by scheduling. It there are no children elements, the anticipated finish is the finish date listed for the item. Anticipated Start field The expected start date of the WBS used during the planning phase. This date is manually entered and is not affected by scheduling. If there are no children elements, the anticipated start is the start date listed for the WBS. Contains Summary Data option Determines whether the project has been summarized. If the option is selected, the project has been summarized. Current Budget field The current budget for the WBS. Calculated as Original Budget plus the sum of the approved budget changes from the budget log. Distributed Current Budget field The sum of all budgets that were assigned to control accounts during baseline planning. These budgets are allocated for work and planning packages. Forecast Finish Date field The planned finish date of a project or WBS based in a what-if scenario designed to stimulate project performance and outcomes and plan resource allocation. Forecast Start Date field The planned start date of a project or WBS based in a what-if scenario designed to simulate project performance and outcomes and to plan resource allocation. Independent ETC Labor Units field The user-entered estimate to complete total labor. Independent ETC Total Cost field The user-entered estimate to complete total cost. Integrated WBS field The type of system integration, if any, in place at your organization. Activities and other project data within this WBS will be shared with the integrated solution you choose. For example, ERP. The default value is <none>. Original Budget field The estimate of the total amount you require for the selected WBS, including all contributed funds. Parent field 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 hierarchy. Project Status list The current state of the project or WBS element. For activities, this field reflects the current state of its parent WBS or project. The status type determines how project, WBS, activity, and resource assignment data are handled by applications within P6 EPPM. The status you assign to a project automatically applies to all its WBS elements and their activities. By default, when you create and save a new WBS, it automatically inherits the Project Status value of its parent WBS or project; however, subject to certain logical contraints, you can change the individual status of a WBS. For example, within an Active project you can designate WBS elements that are Active, Inactive, and Planned. The following status values can appear in this field: Active: This is the default setting for new projects. Use this status to reflect actual authorized WBS or project work at your organization. When you designate a project as Active, P6 Progress Reporter users can view all activities included in its active WBS elements. Depending on their timesheet privileges, users may also be able to assign themselves to and perform work on activities that are included in an active WBS element. Inactive: Use this status to designate a WBS or project that is on hold, terminated, or no longer active. Select the Resources Can View Inactive Projects option on the Progress Reporter page of the Project Preferences dialog box to allow P6 Progress Reporter users to view, but not edit, activities that are included in an inactive WBS element or project. Planned: Use this status to designate a project or WBS that is in its planning phase. If a WBS element’s status is Planned, P6 Progress Reporter users cannot view any of its activities. This prevents P6 Progress Reporter users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active. What If: This status can only be designated at the project level. Use this status to designate a project is only being considered or is undergoing analysis before establishing a more defined project schedule. When a WBS element’s status is What If, P6 Progress Reporter users cannot view any of its activities. This prevents P6 Progress Reporter users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active. Template: This status appears in this field only for template projects or for a WBS element that belongs to a template project. This status is set by P6; you cannot directly set this value. Proposed Budget field The proposed budget for the WBS. Calculated as Original Budget plus the sum of the Approved and Pending Budgets from the budget log. Responsible Manager field The name of the manager responsible for the completion of the WBS tasks. Unallocated Budget field The sum of a budget that has not been allocated to the selected WBS. WBS Category field The category of the selected WBS. Use this category to organize, filter, and report WBS information in all projects. The category applies to this WBS in all projects to which the WBS item is assigned. WBS Code field The unique identifying code for the WBS element. WBS Name field The name of the selected WBS element. WBS Path field 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. User Defined fields The selection of user defined fields displayed in the General detail window. Tips
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