Structuring Projects

Assign WBS Category values (P6 Professional Only)

You can assign a WBS category value from the Work Breakdown Structure window.

1)Display a column for the WBS category, if it is not already displayed.

Click the Display Options bar, choose Columns, and then choose Customize. In the Available Options section, under the General subsection, choose the WBS category. Click , then click OK.

2)In the WBS table, select the WBS element to which you want to assign a WBS category value, then double-click in the WBS category column.

3)Double-click the category value you want to assign.

Change the work breakdown structure chart display

1)Choose Project, WBS, then choose View, Show on Top, Chart View.

2)Choose View, Chart Font and Colors.

3)To change the appearance of text, click Font, then select a new font.

4)To change the display's background color, click Back Color, then select a new color.

5)To change the WBS box color, click Box Color, then select a new color.

Tip

To change the displayed information, choose View, Chart Box Template, then an information type.

Change the work breakdown structure table display

1)Choose Project, WBS, then choose View, Show on Top, Table.

2)Choose View, Table Font and Row.

3)To change the appearance of text, click Font, then select a new font.

4)To change the display's background color, click Color, then select a new color.

5)To change the amount of space between rows, increase or decrease the number in the Row Height field.

6)Click Apply to view the changes.

Copy and paste a work breakdown structure element

1)Choose Project, WBS.

If you are copying from one project to another, ensure that the View, Group and Sort By option is set to Default.

2)Select the WBS element you want to copy, then choose Edit, Copy.

3)Select the WBS element to which you want to copy the element, then choose Edit, Paste.

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P6 Professional User Guide

4)In the Copy WBS Options dialog box, mark the items you want to include in the copied WBS, then click OK.

If the Activities checkbox is marked, the Copy Activity Options dialog box appears.

5)In the Copy Activity Options dialog box, mark the checkbox next to each type of information you want to copy, then click OK.

6)In the Renumber Activity IDs dialog box, select how to create activity IDs for copied activities, then click OK.

If you selected the Replace Beginning Characters option on the previous dialog box, the Duplicates dialog box may appear after clicking OK. If it appears, enter a new activity ID and click OK.

Notes:

If you select Do Not Show This Window Again in the Copy WBS Options or Copy Activity Options dialog box, the dialog box settings are retained until you reopen the module.

When connected to a P6 EPPM database: When you copy and paste a WBS within the same project, the WBS, activities, and associated risks from P6 are copied; risks are not copied if you copy and paste the WBS to a different project.

Define earned value settings for a specific work breakdown structure element

1)Choose Project, WBS.

2)Select the WBS element whose earned value settings you want to define, then click the Earned Value tab.

3)In the Technique for Computing Performance Percent Complete area, choose the completion percentage method you want to use when calculating an activity's earned value.

4)In the Technique for Computing ETC (Estimate-to-Complete) area, choose the method you want to use when calculating an activity's Estimate to Complete (ETC) value.

Delete a work breakdown structure element

1)Choose Project, WBS.

2)Select the WBS element you want to delete, then choose Edit, Delete.

If the WBS element you want to delete is assigned to activities, you are prompted to delete the WBS element and all activities assigned to it or reassign all of its activity assignments to the element's parent WBS element.

3)Click OK, then click Yes.

Note

If you delete a parent WBS element, all elements contained in the parent element are also deleted.

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