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Adding WBS Elements and Assigning Properties
To include/exclude tabs, right-click in the Details area, and choose Customize WBS Details.
When you create projects, the module automatically creates a WBS toplevel element with the same name and EPS and project IDs as the project. Use the Work Breakdown Structure window to view and edit the open project’s WBS.
Add a WBS element Choose Project, WBS. Select the WBS element immediately above and under which you want to add the new element, then click Add. The new WBS element is indented one level under the selected WBS element.
Display Work Breakdown Structure Details by clicking the Display Options bar and choosing Show on Bottom, WBS Details. Refer to the following sections to establish basic WBS properties. To specify additional information, refer to the following chapters:
■Notebook tab – “Setting Up the Enterprise Project Structure” on page 67
■Budget Log, Spending Plan, and Budget Summary tabs – “Defining Budgets” on page 151
■WBS Milestones – “Using WBS Milestones” on page 143
■WPs & Docs tab – “Maintaining a Project’s Document Library” on page 359
■Earned Value tab – “Defining Earned Value Settings for Specific WBS Elements” on page 146
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Display Work Breakdown Structure Details so you can add and assign information for each WBS element you create.
Determines whether Timesheets users have access to activities within the WBS. In general, only Active status enables access. However, a project level option can be set to enable read-only access when the WBS status is Inactive.
General information Use the General tab to view and edit the selected WBS element’s general information. This includes the code, name, status, and responsible manager.
The user-defined dates the project/activities associated with the WBS element are expected to start and finish; used during the project planning stage, and set at the WBS, EPS, or project level
The name of the selected WBS element’s root OBS element
You can also directly edit some WBS information in the Work Breakdown Structure table. Doubleclick the information you want to change, then type or select the new value.
Edit a WBS element Select the WBS element you want to edit. To change the element’s position in the WBS, click the appropriate arrow buttons at the bottom of the command bar on the right side of the Work Breakdown Structure window. Display Work Breakdown Structure Details by clicking the Display Options bar and choosing Show on Bottom, WBS Details, then enter new information in the tabs.
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Delete a WBS element Choose Project, WBS. Select the WBS element you want to delete, then click Delete. If the WBS elements you want to delete have activity assignments, you are prompted to delete the WBS element and all of its activity assignments, or delete the WBS element and reassign, or merge, all of its activity assignments to the element’s higher-level WBS element. Click OK, then click Yes.
If you delete a higher-level WBS element, the module also deletes all elements contained in that element.
How a WBS Element’s Status Affects
Timesheets Users
There are four status types for WBS elements: Planned, Active, Inactive, and What-If.
Planned WBS elements If a WBS element’s status is Planned, Timesheets users cannot view any activities included in the WBS element. This prevents Timesheets users from assigning themselves to and performing work on activities assigned to a WBS element that is not authorized for actual use.
Active WBS elements If a WBS element’s status is Active, Timesheets users can view all activities included in the WBS element. 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.
If a WBS element belongs to a higher-level WBS element, the element has the same status as that element.
Inactive WBS elements If a WBS element’s status is Inactive, a project level setting, which appears on the Project Details Resources tab, determines whether Timesheets users can view activities that belong to the WBS. When this option is turned on, Timesheets users can view, but can not edit activities that are included in the Inactive WBS element.
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What-If WBS elements If a WBS element’s status is What-If, Timesheets users cannot view any activities included in the WBS element. This prevents Timesheets users from assigning themselves to and performing work on activities assigned to a WBS element that is not authorized for actual use.
If a WBS element belongs to a higher-level WBS element, both elements have the same status.
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