Creating a project WBS

When you create a project WBS, you provide a breakdown of a project's scope and activities using the WBS elements - iteration, summary task, task, milestone, change request, issue, and defect.

To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.

Before you create a WBS:
  • Create a project and save it. For more information about creating a project, see Creating a project.
  • Learn about the nesting rules that determine which elements can have child elements below them, and what those child elements can be. For information about the nesting rules, see Nesting rules for project elements.

To create the WBS for a project:

  1. Ensure the WBS Grid viewlet is in your view. In the WBS tree, click the project to create the WBS for.
  2. To add WBS elements to the project:
    1. On the Create button, click the down arrow, and click the WBS element to add:
      • Iteration
      • Summary task
      • Task
      • Milestone
      • Change Request
      • Defect
      • Issue
    2. In the WBS grid, enter the element name. You can also edit the element name after you have created the WBS tree.
  3. To add child elements to an element:
    1. From the WBS tree, click a WBS element. On the Create button, click the down arrow, and click the child element to add. The list is filtered to display only those elements that can be created as child elements to the selected element. If the selected element cannot contain any child elements, for example, a task, the Create button is disabled.
    2. In the WBS grid, enter the element name. You can also edit the element name after you have created the WBS tree.
  4. In the WBS Grid, click Save.
After creating the WBS tree, you can assign dates and durations to the WBS elements, and also create dependencies between tasks.

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