Setting Up Work Breakdown Structure Codes

To set up your custom WBS code scheme, including any prefix and code mask, follow these steps:

1 Click Project, WBS, Define Code.

2 If you use a prefix for the project in front of the WBS code to distinguish it from other projects using the same code format, enter that prefix in the Project Code Prefix box.

3 In the Sequence field in the first row, select whether the first digit of the code (representing the first level of the hierarchy) is an ordered number, ordered uppercase letter, ordered lowercase letter, or unordered character.

4 In the Length field in the first row, specify whether there is a length limit for the first code.

5 In the Separator field in the first row, specify the character that separates the first and second code.

6 Repeat the procedure in the Sequence field in the second row.

Continue these steps until all the levels of your custom WBS code are set up (see Figure 3-20). As you enter the code mask for each succeeding level, the Code Preview box shows an example of the code.

WBS Code Definition in 'Business Startup Plan.mpp'

Code preview : | SU 1. A A. a. 1 Project Code Prefix:

Code mask (excluding prefix):

1

w

Level

Sequence

Length

Separator

1

Numbers (ordered)

Any

2

Uppercase Letters (ordered)

2

3

Lowercase Letters (ordered)

1

4

Numbers (ordered)

Any

V

Generate WES code for new task W Verify uniqueness of new WES codes

Help

Figure 3-20. Define your organization's WBS code format.

7 When finished, click OK. The WBS codes for your tasks are reset to conform to your custom structure (see Figure 3-21).

o

Outline Number

WBS

Task Name

Duration

1

1

SU1

E Phase 1 - Strategic Plan

23 days

2

1.1

SU1.AA

E Self-Assessment

3 days

3

1.1.1

SU1 .AA.a

Define business vision

1 day

4

1.1.2

SU1 .AA.b

Identify available skills, information and support

1 day

5

1.1.3

SU1 .AA.c

Decide whether to proceed

1 day

6

1.2

SU1.AB

B Define the Opportunity

10 days

7

1.2.1

SU1 .AB .a

Research the market and competition

1 day

8

1.2.2

SU1 .AB.b

Interview owners of similar businesses

5 days

9

1.2.3

SU1 .AB.c

Identify needed resources

2 days

10

1.2.4

SU1 .AB.d

Identify operating cost elements

2 days

11

1.3

SU1.AC

B Evaluate Business Approach

4 days

12

1.3.1

SU1 .AC .a

Define new entity requirements

1 day

13

1.3.2

SU1 .AC.b

Identify on-going business purchase opportunities

1 day

14

1.3.3

SU1 .AC.c

Research franchise possibilities

1 day

15

1.3.4

SU1 .AC.d

Summarize business approach

1 day

15

1.4

SU1.AD

B Evaluate Potential Risks and Rewards

7 days

17

1.4.1

SU1 .AD .a

Assess market size and stability

2 days

15

1.4.2

SU1 .AD.b

Estimate the competition

1 day

Figure 3-21. Your newly defined WBS codes replace the default WBS codes derived from the outline numbers.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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