Building a WBS from Scratch

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Building a WBS from Scratch

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Preamble: Terminology

WBS features a tree structure where a branch (chapter) branches out into leaves (tasks and sub-tasks)

   

How to Create/Remove Tasks or Branches?                                                                                                

To create a branch, select the branch and insert a sub-task.

To add a sibling, select the branch and insert a task.

ibidem

 

How do the Minutes Move as the Tree is being Developed?

Each leaf is also the header of a section of Minutes. If the leaf is, in turn, broken down into sub-tasks, the existing Minutes are linked to the first sub-task.

 

How do Condensed and Expanded WBS Differ?

The expanded WBS can contain a bottom area, additional rows (totals and optional comments, fictitious chapters) and columns in another language

 

How to "Repaint" the WBS?                        

To harmonize the appearance of columns across different languages, or date formats, you can "repaint" the WBS.

 

Restrictions

Cells containing the result of a formula (costs) cannot be edited.

Most free columns can be only be edited in the Minutes or Nomenclatures views.

Bottom Area                                                                

This is dedicated to options, VAT, terms of sales etc.

 

How to Format the WBS?                                                                        

The look and feel can be changed (fonts, colors, etc).

Size Limitations

65,536 rows

 

How to Use the Glossaries?                        

The glossaries are files which any estimate can tap into for quick editing.