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Exact Synergy Enterprise   
 

Overview of work breakdown structure (WBS) lines

Menu paths

  • Modules ? Projects ? Reports ? Search ? Projects
  • Modules ? Projects ? Reports ? Projects ? My projects

Introduction

Once the scope of the project is established and it is clear to the project manager what the deliverables are, the project manager can estimate the amount of work needed to complete the project by specifying the exact amount of work activity and quantity of material needed on the WBS lines page.

Roles and rights

To manage deliverables and work breakdown structure (WBS), function right 903 — Manage deliverable/WBS is required. Users with the Project planner or Project administration role have this function right.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 256 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.

How do I create WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the required deliverable section, click the New button.
  7. On the New WBS line page, define the relevant fields.
  8. Click Save to save the settings or Save + New to create another WBS line. For more information, see Creating and modifying work breakdown structure (WBS) lines.

Keep in mind: All fields with the “!” icon are mandatory.

How do I plan timeframes for WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Activities sub-section of the required section, click the corresponding  Plan timeframe icon in the Actions column.
  7. On the Plan timeframe page, define the relevant fields.
  8. Click Submit.

How do I allocate material for WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Material sub-section of the required section, click the corresponding  Allocate material icon in the Actions column.
  7. On the Material and expenses request page, define the relevant fields.
  8. Click Submit.

How do I purchase material for WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Material sub-section of the required section, click the corresponding Purchase icon in the Actions column.
  7. On the I Need request page, define the relevant fields.
  8. Click Submit.

How do I view requests linked to WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Material or Activities sub-section of the required section, click the corresponding  View requests icon in the Actions column.

How do I modify WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Material or Activities sub-section of the required section, click the corresponding  Edit icon in the Actions column.
  7. On the related WBS line page, modify the relevant fields. For more information, see Creating and modifying work breakdown structure (WBS) lines.
  8. Click Save.

How do I delete WBS lines?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink in the Project column.
  4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
  5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the related deliverable.
  6. On the WBS lines page, under the Material or Activities sub-section of the required section, click the corresponding  Delete icon in the Actions column. A message, “Are you sure you want to delete this WBS line?” will be displayed.
  7. Click OK.

Keep in mind: Only WBS lines without linked requests can be deleted. The Delete icon will only be displayed for WBS lines without linked requests.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 23.705.799
 Assortment:  Date: 26-02-2018
 Release: 249  Attachment:
 Disclaimer

Attachments
ESE-OH256-OverviewofWBSlines-final.docx 43.3 KB View Download