Create work breakdown structure

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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.

  • Root node: Root node is the project header node.

    This is created automatically and is shown by default after you click Advanced WBS.

    When you transfer a project quotation to a new project, the root node becomes the main project.

    When you add the project quotation to an existing project, the root node is ignored.

  • Project node: In the WBS, you can have multiple sub-projects which are called project nodes.

  • Activity node: Activity nodes contain the project tasks.

    • 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 Work breakdown structures overview.

Flow diagram