Work Breakdown Structure Template

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The work breakdown structure (WBS) template diagrams are used for decomposing a task into smaller segment. This template will be helpful for the making a WBS for your project. This example template diagram may describe in typical formation such as tree, nodes and table formats. This is a FREE Work Breakdown Structure (WBS) template in Excel and PDF. It documents the project WBS in table format. The template is fully editable with Excel and can be converted or changed to suit specific project requirements. An explanation of the contents of the template is shown below and hints and tips are includes in the template.

This article is a compilation of 22 professional work breakdown structure templates in word, exce, pdf & visio formats.A Work Breakdown Structure, commonly abbreviated WBS, is a key project deliverable that is utilized to organize a project team’s work and responsibilities into “compact” sections that are more manageable. It is simply an outline of a particular project that highlights sub-deliverables that make up the top-level deliverable. These can be easily divided among project team members to increase productivity and efficacy. Furthermore, it helps the project manager be both comprehensive and precise when managing all aspects of the project.

The structure of the WBS is created by identifying the major deliverables by function and dividing them into smaller sub-deliverables. These are then furthered decomposed until each task can be assigned to a single team member. The purpose of this is to allow individual project team members to complete certain tasks by certain deadlines. The completion of these tasks, when grouped together, will form a fully delivered sub-deliverable that can be marked as complete. This process is then applied for the entire WBS until everything is complete and the top-level deliverable is ready for handover.

Work Breakdown Structure Template Word

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Work breakdown structure template for a construction project. Work breakdown structure blank templateIn order to develop a WBS, detailed thinking is critical; however, the bigger picture must also be taken into consideration. If major parts of a project’s scope are not identified, it leads to the elimination of the chance to detail them; therefore, a WBS is key to keeping track of the critical aspects of a project. Work breakdown structure for building a houseWork breakdown structure for car manufacturingWork breakdown structure for car manufacturing 2Work breakdown structure template for software developmentThe first step in creating a WBS is to identify the entire project as “Level 1” with the aim of dividing this top-level deliverable into smaller components or levels.

The first instance of sub-division will yield deliverables that are classified as “Level 2”. In some cases, Level 2 components can be further divided into small, more concise deliverables – “Level 3”, and so on. The division process must be continued in the same manner until all the components identified are sufficiently detailed and can be divided accordingly among the project team.

The key aspects of allocating these components are the project manager’s knowledge of the project, experience, planning and management.At this point, the smallest sub-deliverable (or component) is “Level x”. These are the lowest-level components in the project manager’s WBS and are typically called work packages. Only after the project manager has a clear and straightforward idea of how he or she wants to tackle the project deliverables can he or she start to assign work packages among project team members accordingly. Work breakdown structure template in Visio format – download freeWork breakdown structure estimation templateWork breakdown structure template for testingWork breakdown structure for hospital management systemTo further elaborate on the WBS development process, the following example can be used as a reference:A project manager was tasked with a project that requires the complete mechanical, electrical and plumbing design and specification for a new high-rise building in Downtown.

Work Breakdown Structure Template

In order to successfully deliver the project, he or she has to first create a WBS. The entire project is identified as a Level 1 or top-level deliverable.First, the project manager needs to determine the major deliverables that need to be produced. The most important question that needs to be asked at this point in time is: “What major, intermediate and final deliverables must be produced in order to complete the scope of work? The items that are identified are considered to be Level 2 deliverables or components.

Work Breakdown Structure Template

Fallout nv zombie mod 1. The project manager may identify the following items:. Mechanical Design and Specification.

Electrical Design and Specification. Plumbing Design and Specification. Conceptual DrawingsOnce the major deliverables are identified, the project manager should then divide them into component deliverables in the same way. These are considered Level 3 components or deliverables and form a smaller part of the Level 2 components. Each Level 2 component may have one or more Level 3 component. The project manager may divide the Level 2 components as follows:. Heating.

Ventilation. Air Conditioning. Power. Telephone. Pumping.

Potable Water. LightingThese all form smaller parts of their respective Level 2 components. For example, Heating, Ventilation and Air-Conditioning are all Level 3 deliverables that, once completed, will form the basis of the Mechanical Design and Specification deliverable. The Level 3 components can be further divided at the project manager’s discretion, but for the purposes of this article, Level 3 components are the last sub-deliverables and are classified, as previously mentioned, as work packages.The project manager can now divide the identified work packages among his project team based on team member expertise, field, capabilities, etc.

Create a work breakdown structure template for projects. 7 minutes to read. Contributors.In this articleApplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2This topic describes how to create a template for a work breakdown structure (WBS) in Microsoft Dynamics AX. A WBS is a list of tasks that a project manager plans to complete for a project.

If some tasks are the same for multiple projects, you can create a WBS template that contains those tasks. Use a WBS template as a starting point for a WBS for a project.You can create a WBS template for projects that are frequently used. For example, an IT consulting business creates software for its customers.

The company’s projects usually require five tasks: planning, design, testing, installation, and maintenance. Therefore, the project manager creates a WBS template and adds the five tasks to it. When a new IT project is started, the project manager creates a WBS for the IT project from the template, and then adds other tasks, workers, start dates, end dates, and other details to the WBS.After you create a WBS from a WBS template, you can add or delete tasks, and modify the sequence of tasks in the WBS to meet the requirement of the project. You can also modify the effort and duration of tasks in the project’s WBS.Create a WBS template by using any of the following procedures:.Create a WBS template from a blank WBS template form.Save an existing WBS template as a new WBS template.Save the WBS from a specific project as a WBS template. NoteIn Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 you can use Microsoft Project to create a template for a WBS that you can use in Microsoft Dynamics AX. For more information, see.

PrerequisitesThe following table shows the prerequisites that must be in place before you start.CategoryPrerequisiteRelated configuration tasksSet up calendars for work periods that are used in projects. For more information, see.Select a work calendar that is used by default for new projects. For more information, see.Set up project categories. For more information, see.1.

Create a WBS template from a blank WBS template formTo create a WBS template from a blank form, follow these steps.Click Project management and accounting Setup Projects Work breakdown structure templates. On the Action Pane, click New work breakdown structure template.In the New WBS Template form, enter a unique name for the WBS template. Optionally, enter a description for the WBS template.The Active check box is automatically selected. To make the WBS template unavailable for projects, clear the check box.When the WBS template is ready to use, you can change its status. To change the status, open the WBS template, and then on the Line details FastTab, select the Active check box.In the New WBS Template form, click OK.In the Work breakdown structure template for%1 -%2 form, notice that the first row contains the name of the WBS template, the sum of effort in hours for all tasks, and the total duration of all tasks. These fields cannot be modified directly.

Instead, the effort and duration in the first row are updated when you modify the effort and duration of the tasks.To add a task, on the Action Pane, click Task. Enter task information in the following fields.FieldDescriptionPredecessorsEnter the number of a task that must be completed before the current task can be started. A task can have multiple precedent tasks.CategoryEnter a project category. The category is used to define revenue and cost for the task. For more information about project categories and category groups, see.Effort (hours)Enter the estimated total number of hours that are required to complete the task. The number of hours might represent multiple workers for the task.

The estimated total includes any hours that vendor workers might post.Number of resourcesEnter the number of workers that are required to complete the task. These workers include vendor workers.Duration (days)Enter the estimated number of work days that are required to complete the task. If you enter a start date and end date, the duration is automatically calculated.To modify the position of a task in the WBS template, use the following buttons on the Action Pane.ButtonDescriptionOutdentMove a task up one level. The task is automatically renumbered for the new position. For example, in a WBS template that has three parent tasks and one child task, you outdent child task 2.1.

The outdented task becomes task 3, and the former task 3 becomes task 4.You can select multiple tasks to outdent. When you click Outdent, the tasks that you select are elevated by one level from their former level.IndentMove a task down one level. The indented task becomes a child of the parent task above it. For example, when you indent task 2, it becomes a child of task 1 and is automatically changed to task 1.1. If there are other child tasks of task 1, the indented task is listed last under the parent task.You can select multiple tasks to indent. When you click Indent, the tasks that you select are moved down by one level from their former level.Move task upMove a task to a position that is one row up from its current position. Use this process to define the sequence of child tasks for a parent task, and to modify the sequence of parent tasks in the WBS structure.

When you move a parent task, all its child tasks are moved together with it.Move task downMove a task to a position that is one row down from its current position. Use this process to define the sequence of child tasks for a parent task, and to modify the sequence of parent tasks in the WBS structure.

When you move a parent task, all its child tasks are moved together with it.To delete a task, select the task, and then, on the Action Pane, click Delete.2. Save an existing WBS template as a new WBS templateYou can create a WBS template from another WBS template and then modify the copied template.To create a new WBS template from an existing template, follow these steps.Click Project management and accounting Setup Projects Work breakdown structure templates. On the Work breakdown structure templates list page, open the WBS template to copy.

In the Work breakdown structure template for%1 -%2 form, on the Action Pane, on the WBS ID tab, click Export WBS as a template.In the Save as form, enter a unique name for the WBS template. Optionally, enter a description for the WBS template.Click OK. You receive a message that states that the copy process is completed.Refresh the Work breakdown structure templates list page to view the new WBS template.3. Save the WBS from a specific project as a WBS templateA project manager might want to use a project’s WBS as the starting point for a WBS template. For example, a new type of project is offered, and the tasks to complete the new project type are not fully known at the start of the project. During the project, the WBS for the project is updated as tasks are added and modified.

When the project is completed, the project manager saves the WBS from the new project type as a WBS template. Then, when another customer requests a project of the same type, the project manager can use the WBS template to create a WBS for the project.To save the WBS for a specific project as a WBS template, follow these steps.Click Project management and accounting Common Projects All projects. Select a project.

On the Action Pane, on the Plan tab, in the Activities group, click Work breakdown structure.In the Work breakdown structure for%1 -%2 form, on the Action Pane, on the WBS ID tab, click Export WBS as a template.In the Save as form, enter a unique name for the WBS template. Optionally, enter a description for the WBS template.Click OK. You receive a message that states that the copy process is completed.Next stepTechnical information for system administratorsIf you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.CategoryPrerequisiteConfiguration keysNo configuration key is required for this task.Security rolesTo create a WBS template, you must be a member of a security role that includes the Maintain project activity master (ProjActivityMasterMaintain) duty.See alsoFeedback.