Project Work Breakdown Structure

Table of Contents

Purpose

The Work Breakdown Structure screen allows you to manage the phases within the selected project.
You can reach the Work Breakdown Structure screen by selecting Work Breakdown Structure from the project edit screen.

Adding / Editing

Phases can be added to the selected project using the Add Phase button and edited by clicking the edit (✎) icon.
Likewise, other Work breakdown structure levels can be added and edited in the same fashion.
WBS are organized from levels from 1 to 4.
Tables are sorted by active items by default. Use the dropdown menu to change view to All, Active, or Inactive.
- A Phase or Task can be removed from view/use on project by deactivating using the ■ button found in the 2nd to last column.
- A deactivated task can be activated again by clicking the ⏵found in the 2nd to last column.

Default Level Names

The default names of these levels are Phase, Task, Activity, & Actions. However, these names can be updated on the General - WBS page. Levels can be disabled as well from the same page. (Administration -> General -> WBS)

General - WBS - Agile Frameworks Help - Confluence (atlassian.net)

Column Name	Required Y/N?	Description
Code	Y	Unique ID tied to specific phase or task. Can't be duplicated on the same level.
Name	Y	Display Name for specific phase or task.
External ID	N	Optional field to tie phase or task to identifier from external system.
Comments	N	Optional descriptor for phase or task
Owner	N	Level 1 or 2 task can be associated with a specific user, typically a project manager. Owner value is added by typing in name or user and clicking on name of descried user when it appears.