WBS Task

How to create a New WBS Task:   

1. Navigate to Home }  Schedule } WBS Templates
2. From the WBS Templates table, select the required WBS..
3. In the WBS Task  tab,  mouse-over on Actions and choose New WBS Task.

   

4. In the New WBS Task dialog, enter required details and click on Save.

   

5. The newly created WBS Task will be displayed in the WBS Task table.

   

6. The following attributes are displayed in the Default view:
• WBS Task: Displays the Planned Schedule.
• Description: A brief description of the WBS Task.
• Duration: You can set duration for the particular WBS Task.
• Deadline:  Set a deadline date for WBS task.
• Critical Path: The critical path is automatically calculated based on the planned duration of the previous set of tasks in the table..
• Start Policy:  Displays the necessity of the task to commence.
• Mode:  Displays the mode of the Task.
• Responsible User:  User to whom the task is assigned.
• Workflow: Explains the structure of the WBS.
• Predecessor: Displays the successors of the Particular WBS Task.
• Actions:   This Column consists of various icons that allow actions such as Merge color specification, Edit, Delete etc.

         

You can set the responsible user for the WBS Task. Click on Responsible User icon. If the Task mode is Tracking, then the Responsible User send the notification to users, indicating the task in Progress.

How to create a Sub Task within WBS Task:

1. Navigate to Home }  Schedule } WBS Templates } WBS.
2. Click on the Expand icon (+) against WBS Task.
3. Mouse-over Actions and click on New WBS Task.

   

4. Enter required details in the New WBS Task dialog box and click on Save.

   

5. The newly created sub task will be displayed in the WBS Tasks table.