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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. |