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.
To create a WBS, you can use three types of nodes.
Standard - You can add tasks to lines of type Project and Standard.
Summary - You can add summary lines to lines of type Project.
Detail - You can add detail lines to lines of type Summary and Detail.
You can use these activity types.
You can add several activities under the root node or a project node.
You can add an activity under an activity. You cannot add a project node under an activity.
For more information on working with work breakdown structures, refer to About work breakdown structures
Name | Responsible | Description |
---|---|---|
Create WBS - Manually |
Project manager |
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:
|
Create WBS - Import template |
Project manager |
You can use templates to easily add (parts of) a work breakdown structure. A template can contain predefined:
The project setup and price setup are not included in a template.
When you import a WBS template:
After a template import, you can change the imported WBS lines. |
Create WBS - Bid import |
Project manager |
In a project contracting environment, a quotation or bid typically starts with a tender Microsoft Excel format. These tenders often have large work breakdown structures. So, it is time-consuming to manually enter this in Dynamics 365 for Finance and Operations. Use the WBS bid import to easily create a work breakdown structure based on a tender. On bid import, the Microsoft Excel tender is imported into the project quotation work breakdown in Dynamics 365 for Finance and Operations. The import is done via an integration journal. |
Use calculations in work breakdown structure |
Project manager |
In a project quotation work breakdown structure, you can set prices on several levels. For example, project quotation, task, or estimate line. The total sales value is calculated based on the quantity times the sales price. If the project type is:
In construction projects, quantities are often calculated based on specific settings. In Project Control Suite, this is done with calculation groups. Calculation groups define:
|
Use cost codes in work breakdown structure |
Project manager |
You can use cost codes to budget and track cost in a project. A cost code represents a fixed activity or cost category. You can use:
A cost code is always linked to a cost code standard. To each project quotation and related projects, one cost code standard can be linked. You can do so on the project quotation work breakdown structure root node. In a project quotation and the related projects, you can only use cost codes of the linked cost code standard. Cost code standards are, for example, provided by these organizations:
You can group cost codes for reporting and analysis purposes. |
Define project setup |
Project manager |
On the project quotation work breakdown structure, you can define the project setup:
|
Enter estimated costs and revenues |
Project manager |
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. For each activity in the work breakdown structure, you can define the estimated costs and revenue that are required to complete the activity. Estimated costs and revenueFor an advanced WBS, you add estimated costs and revenue lines of these types:
Each task in the work breakdown structure, with the effort (hours) filled in, automatically results in an hour line in the estimated costs and revenue. On the Project Control Suite parameters, you can select the create quotation lines from WBS check box. As a result, if you close the Advanced WBS page, for each estimated costs and revenue line, a project quotation line is created automatically. |
Run WBS calculation |
Project manager |
If the setup of the work breakdown structure or a part of it is complete, run the WBS calculation. As a result, based on the calculation setup, this data is calculated.
|
Verify design with customer |
Product designer |
Before you transfer the project quotation to a project, verify the design with the customer. |
Create quotation lines from WBS |
Project manager |
If you have finished the setup of the WBS, create project quotation lines from the WBS. With the quotation lines in place, you can define the project quotation pricing and send the project quotation to your customer. |
Name | Responsible | Description |
---|---|---|
Create WBS - Manually |
Project manager |
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:
|
Create WBS - Import template |
Project manager |
You can use templates to easily add (parts of) a work breakdown structure. A template can contain predefined:
The project setup and price setup are not included in a template.
When you import a WBS template:
After a template import, you can change the imported WBS lines. |
Create WBS - Bid import |
Project manager |
In a project contracting environment, a quotation or bid typically starts with a tender Microsoft Excel format. These tenders often have large work breakdown structures. So, it is time-consuming to manually enter this in Dynamics 365 for Finance and Operations. Use the WBS bid import to easily create a work breakdown structure based on a tender. On bid import, the Microsoft Excel tender is imported into the project quotation work breakdown in Dynamics 365 for Finance and Operations. The import is done via an integration journal. |
Use calculations in work breakdown structure |
Project manager |
In a project quotation work breakdown structure, you can set prices on several levels. For example, project quotation, task, or estimate line. The total sales value is calculated based on the quantity times the sales price. If the project type is:
In construction projects, quantities are often calculated based on specific settings. In Project Control Suite, this is done with calculation groups. Calculation groups define:
|
Use cost codes in work breakdown structure |
Project manager |
You can use cost codes to budget and track cost in a project. A cost code represents a fixed activity or cost category. You can use:
A cost code is always linked to a cost code standard. To each project quotation and related projects, one cost code standard can be linked. You can do so on the project quotation work breakdown structure root node. In a project quotation and the related projects, you can only use cost codes of the linked cost code standard. Cost code standards are, for example, provided by these organizations:
You can group cost codes for reporting and analysis purposes. |
Define project setup |
Project manager |
On the project quotation work breakdown structure, you can define the project setup:
|
Enter estimated costs and revenues |
Project manager |
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. For each activity in the work breakdown structure, you can define the estimated costs and revenue that are required to complete the activity. Estimated costs and revenueFor an advanced WBS, you add estimated costs and revenue lines of these types:
Each task in the work breakdown structure, with the effort (hours) filled in, automatically results in an hour line in the estimated costs and revenue. On the Project Control Suite parameters, you can select the create quotation lines from WBS check box. As a result, if you close the Advanced WBS page, for each estimated costs and revenue line, a project quotation line is created automatically. |
Run WBS calculation |
Project manager |
If the setup of the work breakdown structure or a part of it is complete, run the WBS calculation. As a result, based on the calculation setup, this data is calculated.
|
Verify design with customer |
Product designer |
Before you transfer the project quotation to a project, verify the design with the customer. |
Create quotation lines from WBS |
Project manager |
If you have finished the setup of the WBS, create project quotation lines from the WBS. With the quotation lines in place, you can define the project quotation pricing and send the project quotation to your customer. |
Related to | Notes |
---|---|
Create work breakdown structure (WBS) |
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