A work breakdown structure (WBS) is a description of the work to be done for a project.

It is a hierarchy of tasks that represents the composition of work, cost, and duration of each task. 

In Project Control Suite, you can add these types of lines to a project quotation work breakdown structure:

  • Project - You can add project lines to lines of type Project.
  • Standard - You can add tasks to lines of type Project and Standard.
  • Summary - You can add summary lines to lines of type Project. Summary lines don't have own estimate lines. Summary lines summarize the calculated values of the related detail lines.
  • Detail - You can add detail lines to lines of type Summary and Detail.


Standard procedure

1. Go to Project management and accounting > Quotations > Project quotations.
2. In the list, find and select the desired record.
3. Click Advanced WBS.
4. Click Edit.
5. Sub-task: Add a project.
  5.1 In the list, find and select the desired record.
  5.2 Click New project.
  5.3 In the Project name field, type a value.
  5.4 The project setup from the higher level (root node or parent project node) is inherited, unless the setup is changed at the project node.
You can do this with the override option.
Each sub-project can have a:
- Different project type.
- Different project group.
- Different project contract.
- Special suffix which is used to create the sub-project ID.
  Select Yes in the Override field.
  5.5 In the Project type field, select an option.
  5.6 In the Project group field, enter or select a value.
  5.7 In the Project contract ID field, enter or select a value.
  5.8 In the Subproject ID suffix field, type a value.
  5.9 Click OK.
6. Sub-task: Add a task.
  6.1 In the list, mark the selected row.
  6.2 Click New task.
  6.3 You can use activity templates to faster create tasks in the work breakdown structure. If you enter an activity template for a new task in the work breakdown structure, the default values of the activity template are copied to the task.
  In the Activity template field, enter or select a value.
  6.4 In the Task name field, type a value.
  6.5 Click OK.
7. Click Save & Close.
8. Close the page.
9. Close the page.
10. Go to Default dashboard.

Notes

To change the task hierarchy, you can:

  • Indent tasks: Indent a task to make it a child of the task directly above it.
  • Outdent tasks: Outdent a task to make it no longer a sub-task of its original parent task.
  • Move tasks up and down: Move tasks up and down in the hierarchy of its parent task. Moving a task up or down has no effect on its effort, cost, dates, or duration.

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