Creating a project WBS

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

Before you begin

Use the Overview and the Schedule Gantt viewlets to perform this task. In the navigation bar, click Work, and click the Overview tab, and the Schedule tab.
The nesting and hierarchy of elements in a WBS is determined by the project management process specification. In the default process specification, the following rules apply:
  • Iteration can only be created under a project or another iteration.
  • Tasks cannot have any child elements.

Before you create a WBS, create a project and save it. For more information about creating a project, see Creating a project

About this task

To create the WBS for a project:

Procedure

  1. Ensure the WBS Overview viewlet is open. In the WBS tree, select the project to create the WBS for.
  2. To add WBS elements to the project, use either of the following options:
    • On the Create button, click the down arrow, and click the WBS element to add.
    • On the project row, click the down arrow, click Create New, and select the element to add.
    Enter the WBS element name. If you are creating subprojects, enter the subproject Start and End date. Click Save.
  3. To modify the element name:
    1. In the WBS tree, on the element row, click the down arrow and click Rename.
    2. Enter the element name.
    3. Click Save
  4. To add child elements to an element, in the WBS tree, select the element. Use either of the following options to create a child element:
    • On the Create button, click the down arrow, and click the child element to add.
    • On the element row, click the down arrow, click Create New, and select the child element to add.
    Remember:
    • You must save an element before you can add child elements to it.
    • You cannot add child elements to a task. If a task is selected, the Create button is disabled; and the down arrow is not available for the task row.
    • When adding child nodes, ensure that a single WBS element does not contain more than 100 child elements.
    The element is added to the WBS tree with a default name.
  5. In the WBS Overview viewlet, click Save.
  6. To modify the default element name, see step 3:

What to do next

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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