Add a WBS

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:

  1. Navigate to the WBS page
  2. On the WBS page, select a WBS row.
  3. To add a sibling WBS node, select Add or select the Context menu, and then select Add Sibling WBS. To add a child WBS node, select the Context menu, and then select Add Child WBS.

    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.

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