Add a WBS from the Activities Page

Add a work breakdown structure (WBS) to represent a hierarchical arrangement of work. You can create sibling WBSs to represent WBSs that are hierarchically equal, or child WBSs to represent WBSs that are subordinate to other WBSs.

The WBS structure is pre-populated with one root node that is the name of the project. It cannot be deleted. The root WBS can only have child nodes.

Each level in the WBS hierarchy is separated by a period. When entering a new WBS node, the parent hierarchy is automatically prefixed, and the current node is incremented with the next number in the sequence. For example, a new sibling of WBS 1.1 will be automatically named WBS 1.2, and a child will automatically be named WBS 1.1.1. These values can be changed at any time. When updating a WBS Code or Name field, only the current level needs to be entered.

To add a WBS from the Activities Page:

1. Navigate to the Activities page
   1. In the object selector, select ﱆ Project or  Program, and then select a project or a program from the list.
   2. From the  Main Menu, select  Schedule, and then select Activities.
2. In the Activities list, select a WBS row.
3. To add a WBS node, select the  Context menu, and then select one of the following options:
   • Add WBS from Project: Opens the Add WBS from Projects dialog box with additional options.
     1. In the Add WBS from Projects dialog box, filter the display of WBS results by selecting Templates or Other Projects.
     2. Select the  Tree/List  to view results in a tree or a list.
     3. Expand or collapse the hierarchy of project templates or projects, and then select a WBS.
     4. Select Show Activity Details to view a list of activities associated with the selected WBS.
     5. Select Add WBS to add the selected WBS immediately, or select Next to choose the items you would like to copy, and then select Add WBS.
   • Add Sibling WBS: Creates a WBS which will be a sibling of the selected WBS and equal in the hierarchy.
   • Add Child WBS: Creates a WBS which will be the child of the selected WBS and a subordinate in the hierarchy.

   The new WBS node will automatically be assigned a name based on its sequence in the WBS, but it can be changed at any time. Double-click on the WBS in the grid to directly edit the name, or edit the name in the General detail window with the WBS selected.

4. All changes made to this page are saved automatically.

   Note: If user preference is set to save views manually, you must save the view to keep changes.

Tips

• You can cut or copy and paste WBS nodes. See Cut or Copy and Paste a WBS Node.
• To make an existing WBS node a child of the node above it, select the  Context menu, and then select Move Right. Select Move Left to change a child node to a sibling node. The name of the node is automatically updated based on its new sequence in the WBS.
• Primavera Cloud supports WBS hierarchies up to 50 levels.