Configuring the WBS

The work breakdown structure can have an unlimited number of levels, or nodes. Instructions for adding, renaming, reordering, changing levels, and deleting are included below.

Tip: All nodes and their children can be expanded and collapsed by right-clicking on a node with at least 2 levels of children.

Steps

Adding Nodes

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Click the Add button. The new node will be added at the same level of whichever node was selected.
  3. Begin typing to rename the level.
  4. When finished, press ENTER.
  5. To add a node at a different level, select a node and click the Add Child button. The new node will be added 1 level deeper.
  6. When finished, click Close. Any changes will be automatically saved.

Tip: Nodes can be added directly above or below the selected node by right-clicking and choosing accordingly. 

Importing/Exporting Nodes

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Click the list icon List-button-for-web in the upper-right corner and choose Import WBS from XML File or Export WBS to XML File.
  3. Browse and click Open or Save accordingly.

Renaming Nodes

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Double-click the desired node in the list.
  3. Begin typing to rename the node.
  4. When finished, press the ENTER.
  5. When finished, click the Close button. All changes will be automatically saved.

Reordering Nodes

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Left-click on the desired node.
  3. Without releasing the mouse, drag it up or down until a red line with two arrows appears to indicate where it will be placed.
  4. Release the mouse.
  5. When finished, click the Close button. All changes will be automatically saved.

NOTE: Nodes cannot be reordered to different parents or to different levels. To do so, see Changing Node Levels below.

Changing Node Levels

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Left-click on the desired node.
  3. Click the Move button.
  4. Choose In Level or Out Level accordingly.
  5. When finished, click the Close button. All changes will be automatically saved.

Modifying Node Colors

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Click the Settings icon Settings-web above the upper list.
  3. Click the down arrow next to the desired level.
  4. Choose a preset or click Other.
    1. To enter an RGB value, click the Custom tab.
    2. Enter the desired values and click OK.
  5. Click OK to save the settings.

Deleting Nodes

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open
  2. Select the desired node in the list. To delete multiple nodes, press and hold the SHIFT or CTRL key on the keyboard.
    1. Select additional nodes.
    2. Release the key
  3. Click the Delete button.
  4. When finished, click the Close button. All changes will be automatically saved.

Viewing the Roll-up

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open
  2. Click the dropdown next to Viewing and choose Roll-up.
  3. When finished, click the Close button. All changes will be automatically saved.

Notes

WBS View

The WBS view contains two sub-views.

Assignments

The Assignments sub-view is for adding and editing WBS nodes and making assignments.

Tip: to view a larger version, click the Expand icon Enlarge-web above the list. Any customization of the columns will be lost upon closing and reset to that of the Codes Manager.

Column Definition
Name The text field for describing the node.
ID An automatically generated identifier for each node.
Roll-up

The Roll-up sub-view is for analyzing and displaying summaries of WBS nodes and their children. Any activities, milestones, or benchmarks that have not been assigned will show up under an unassigned node at the bottom.

Tip: to view a larger version, click the Expand icon Enlarge-web above the list. Any customization of the columns will be lost upon closing and reset to that of the Codes Manager.

Column Definition
Type An image representing the type of object.
Name The text field for describing the object.
ID The user-entered unique identifier.
Start Date The date and/or time the object begins.
Finish Date The date and/or time the object will be finished.
Duration The amount of time the activity takes to complete.
Resource Consumption The amount consumed of the chosen resource.
# Activities The number of activities assigned to the node.
Cost The cost according to the chosen resource.
Total Cost The cost across all resources.
Drift The amount of time the object can gain before advancing the start of the project.
Float The amount of time the object can be delayed before delaying the completion of the project.
Total Float Drift + Float.
Grid The gridline or row number that the object is drawn on.
Calendar The calendar assigned to the object..