Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

WBS MOD009E1U

Introduction

  • Planning → Projects panel → Click on the ID of the required project (proposal) → Project (Proposal) panel → WBS

Alternative Introduction

Alternative Introduction

  • There are several ways to access the desired planning object or portfolio panel and its associated modules:

    • via Quick Access in the user menu (My Objects and Favorites)

    • via the Global Search function in the user menu (Direct Entry)

    • via links on planning objects or portfolios in various modules


Information

  • In this module, the work breakdown structure of a project can be created and edited graphically.

    • Alternatively, the work breakdown structure can also be created and edited in the Schedule module. In the Schedule module, however, they are displayed in table form.

  • By clicking on the buttom with the same name in the action bat, the schedule can also be calculated in this module.

Details

  • Every element (project(s), tasks) is displayed in an individual box.

  • Every box contains the most important task and project parameters for the respective element type.

  • Every parent element contains a so-called node field where the number of child elements is specified.

    • When you click on node fields, child elements are displayed or hidden.

    • When creating new child elements, the number in the node field of the parent element is automatically updated.

Module Variants

Base

Base variant of the module. It contains core parameters of the tasks (WBS code, Task name, Person responsible for the task), the arrow button for changing the task estimate as well as specifications on dates, costs, effort, degree of completion, degree of use, and milestone types.

With dates

The variant contains core parameters of the tasks (see above), the arrow button for changing the task estimate as well as additional specifications on dates.

Short Version

The variant contains core parameters of the tasks (see above) and the arrow button for changing the task estimate. This variant is loaded by default when the WBS module is opened.

Create Tasks

If there are no tasks in the project to be edited yet, they can be created as follows:

  • Copy tasks from another project (the entire project plan)

    • When switching to the WBS module, the following query is displayed: Adopt a schedule?

    • Confirm the message with Yes.

    • The Copy Schedule module is opened in a dialog box.

  • Create tasks individually

    • When switching to the WBS module, the following query is displayed: Adopt a schedule?

    • Answer the query with No.

    • You can insert new tasks by

      • clicking on the Insert task button in the action bar or

      • right-clicking on the project box and selecting the Insert → Task context menu command.

If there already are tasks, new ones can be created as follows:

  • On the required task box

    • either click on the plus symbol at the lower right margin

    • or right-click on the task box and select Insert → Task from the context menu.

Structure Tasks (Create Work Breakdown Structure)

Procedure

  • Structure tasks hierarchically as desired by left-clicking on the left box margin and dragging the box to the required position.

    • When the boxes are moved, the specification in the node field, which visualizes the number of boxes per level, will be updated automatically.

  • Click on the Rad_Mit_Rand.png Generate WBS code in the project bar.

    • The WBS code is generated automatically for every task in the WBS code field in accordance with the structure. Thus the WBS code is both a marker for individual elements in the work breakdown structure and an indicator of the hierarchical structure.

  • If there are less than 10 tasks, the numeration of the codes is done by the 1, 2,... 9 schema, if there are more than 10 tasks, the numeration is done by the 01, 02,... schema. 09, 10, ...

  • When working with structured projects, you have to keep in mind that the generation of a WBS code in the main project causes the generation of the WBS code for all subprojects concerned. The generation of the WBS code in individual subprojects, on the other hand, only has an effect on the respective subproject.

Caution

When working with structured schedules, PLANTA recommends that you use summary tasks as structuring elements only, i.e. you should not carry out effort or cost planning or enter durations at this level. This also includes resource planning or time recording directly on the summary tasks. Instead, PLANTA recommends that you carry out your planning exclusively on child tasks.

  • Reason: Since scheduling detects some parameters of the summary tasks from child tasks, there may be collisions between your own planned values and those detected during scheduling. As a result, there may be values on summary tasks that are incomprehensible at first sight.

Edit Tasks

Information

  • In the WBS module itself, only particular task parameters can be edited, e.g. task name, person responsible for the task, milestone type, or estimate.

  • Additional task parameters, e.g. dates, efforts, etc. can be edited in the data sheet of the respective task (Task module).


See also: Customize WBS Structure Display (in the PLANTA customizer help area)