The Work Breakdown Structure (WBS) is a hierarchical representation of project work that breaks down the overall scope into smaller, manageable components.

It provides a clear structure of deliverables, tasks, and resources — ensuring effective project planning, execution, and cost control.

Overview

A WBS divides a project into multiple levels of detail, starting from high-level deliverables and breaking them into smaller work elements.

It enables teams to define responsibilities, assign resources, estimate costs, and monitor progress efficiently.

Steps to Create a WBS

• Navigation Path:

Log in to the application → Go to Project Overview Page → Left Menu → Click WBS.

• Create WBS:

Click on the Create WBS button to open the creation pop-up.

Create WBS – Popup Fields

Basic Information

• Project Name: Auto-filled based on the selected project.
• Parent WBS: Select the parent WBS if applicable.
• WBS Name*: Enter the WBS name (mandatory).
• Owner*: Select the owner responsible for the WBS.
• Start Date / End Date: Select the WBS duration.
  

Dates must fall within the Project Start Date and Project End Date.

Dependency Configuration

1. Select WBS: Choose an existing WBS to establish a link.
2. Link Type: Choose between Predecessor or Successor.
3. Dependency Type: Select one of the following relationships:
   • Finish to Finish (FF)
   • Finish to Start (FS)
   • Start to Finish (SF)
   • Start to Start (SS)

Resource Allocation

Select the required resources for the WBS:

1. Resource Name: Choose from the dropdown.
2. Unit: Select from (Hour, Day, Week, Month).
3. Duration: Enter total working duration.
4. Cost Per Hour: Specify rate per hour.
   • The Base Cost and Project Cost are auto-calculated.
5. Add multiple resources by clicking the (+) icon next to the cost field.

Item Allocation

Add the required items linked to the WBS:

1. Item Name: Select from the dropdown (fetched from Company Settings → Item Master).
2. UOM & Unit Price: Auto-filled upon item selection.
3. Quantity: Enter the required quantity.
   • The Base Cost and Project Cost are automatically calculated.
4. Add multiple items by clicking the (+) icon.

Asset Allocation

Add the required assets for the WBS:

1. Asset Name: Select from the dropdown (fetched from Company Settings → Asset Master).
2. UOM & Unit Price: Auto-filled automatically.
3. Quantity: Enter the quantity of assets to be used.
4. Cost Calculation:
   • The Base Cost and Project Cost are auto-calculated.
5. Add multiple assets using the (+) icon.
   

Skill Requirement

Select the required skills for the WBS:

• Skill Name: Choose from dropdown (configured in Company Settings → Human Capital Section).
  

Cost Summary

• The Total Estimated Cost for the WBS is automatically calculated based on the total cost of all resources, items, and assets used.
  

Additional Information

• Description: Add relevant notes or details for the WBS.
  
• Click Save to create and record the WBS.
  

WBS Listing Page

The WBS listing page displays all existing WBS records with key details such as:

• WBS Title
• Start Date
• Due Date
• Estimated Cost
• Allocated Cost
• Remaining Cost
  

Actions Available:

• View – Opens the WBS details page.
  
• Edit – Modify existing WBS information.
  
• Delete – Remove WBS record.
  

WBS Details Page

Displays comprehensive information about the selected WBS:

• Project Name
• WBS Name
• Status (Active, In-Progress, On-Hold, Delayed, Completed)
• WBS Owner
• Start Date
• Due Date
• Total Estimated Cost
• Allocated Cost
• Description
  

WBS Actuals

• On the WBS Details Page, click Add Actuals in the header section.
• This allows users to input actual data for cost, duration, and progress.
• All actual entries are reflected dynamically in the WBS detail summary.
  

Linked Details Displayed in WBS Details Page

The following linked components are displayed:

• Linked WBS
• Resources
• Items
• Assets
• Skills
• Activities
• Actuals