Work Breakdown Structure
Information
- In PLANTA project, work breakdown structure means a project plan in which tasks are structured hierarchically. Not to be confused with the project structure, which describes the division of a project into main and subprojects. This means that every project in PLANTA possesses its own work breakdown structure, regardless of whether it is a main or subproject.
- The parent tasks of a structured project plan are called summary tasks in PLANTA project.
- The work breakdown structure code (WBS code) marks single project tasks in accordance with their hierarchical structure.
- In PLANTA project, you can create a work breakdown structure in the Schedule and WBS modules.
- The work breakdown structure is displayed graphically in the WBS module and in tabular form in the Schedule module. The handling when moving (structuring) the elements (tasks) is therefore different in both modules.
Create WBS in the
Schedule module
From DB 39.5.9
- Open the Schedule module in the Project panel by clicking on the tab of the same name.
- If it is a new project, you have to create tasks.
- Structure tasks hierarchically as desired by pressing SHIFT + holding down the left mouse button and moving them to the required position.
- If you have created your project by copying a schedule template, the tasks are already structured. Of course, this structure can be changed.
- Select the Generate WBS code command from the context menu by right-clicking on the program header or NEW by clicking on the Generate WBS code button (on the right of the project header).
- 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 an identifier for single elements in the schedule and an indicator of the hierarchical structure.
- Start the calculation of the schedule by clicking on the calculation button in the toolbar.
- As a result, all parent tasks are marked bold and are therefore visualized as summary tasks.
Notes
- The WBS code field is hidden by default in the Schedule module and can be displayed if necessary. Depending on the settings of the
show_psp_instead_of_id global parameter, the WBS code is additionally displayed in the Task field.
Up to DB 39.5.9
- Open the Schedule module in the Project panel by clicking on the tab of the same name.
- If it is a new project, you have to create tasks.
- Structure tasks hierarchically as desired by pressing SHIFT + holding down the left mouse button and moving them to the required position.
- If you have created your project by copying a schedule template, the tasks are already structured. Of course, this structure can be changed.
- Select the Generate WBS code command from the context menu by right-clicking on the project header.
- 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 an identifier for single elements in the schedule and an indicator of the hierarchical structure.
- Start the scheduling by clicking on the calculation button in the toolbar.
- As a result, all parent tasks are marked bold and are therefore visualized as summary tasks.
Notes
- The WBS code field is hidden in the module by default and can be displayed if necessary. Depending on the setting of the
show_psp_instead_of_id global parameter, the WBS code is additionally displayed in the Task field.
Create work breakdown structure in the
WBS module
- Open the WBS module by clicking on the tab of the same name in the Project panel.
- Create the required tasks. They will initially be positioned on one level here.
- Structure tasks 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 Generate WBS code button in the project header.
- 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 an identifier for single elements in the schedule and an indicator of the hierarchical structure.
If you have created your project by copying the standard schedules, the tasks will already be structured. Of course, the structure can be changed.
Notes on
Schedule and
WBS
- After putting on tasks to another structure level, the changes are to be saved before the WBS code is refreshed (generated anew).
- 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,... 09, 10, ... schema.
Attention
- 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 on this level. This includes planning resources or reporting directly to the summary task. Instead, PLANTA recommends that you carry out the planning on the subtasks only.
- Reason: Since the scheduling detects some parameters of the summary tasks from child tasks, there may be collisions between your own planned values and those detected by the date scheduling. As a result, there may be values on summary tasks that are incomprehensible at first sight.
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