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WBS Schedule Pro and Microsoft Project – MPUG

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Get in on this opportunity by emailing advertise mpug. Jim has been a part of the Project Management Software business since Learn more about Critical Tools, Inc. Review Title. Your Review. Sign me up for the newsletter. Remember Me. Transfer Students. Student Handbook. Learning Outcomes. Application Process. Flexible Learning. Request Information. Continuing Education. Online Certificates. Free Webinars. Academic Planning. Schedule an Appointment.

Student Support. Find a Job or Internship. Career Success Team. Advisory Council. Make an Appointment. Center for Advancing Financial Education. Sales Academy. Blueprint: A Plan for Success. Study Abroad. Student Clubs. This Week in Business. Tutoring Resources. It is a type of chart which is commonly used in system engineering and project management.

WBS diagram is used to systematically breakdown and organizes a team\’s work into smaller, manageable tasks. In simple words, a WBS chart shows the hierarchical structure of workflow in a given project. There are different tools to create WBS charts, and one of the most useful applications is Microsoft Project. Download MS Project software on your desktop.

Once the MS Project has opened, click on a blank project worksheet. Now, enter the project information on to the blank sheet. For this tutorial, we will be creating a mobile reporting system. My engagements always start with your software and I can spend days with it and my client before we even open Microsoft Project. But once we do I am so grateful for the integration between your software and Microsoft Project. It saves us countless hours by not having to recreate the plan in Project.

Your software has proven to be a great asset. Testimonials from our customers \”We\’ve struggled in the past developing plans with Microsoft Project. Let me show you how you can do that in this tutorial.

I promise you this is a very easy one! Now, choose a sequence from the drop-down list You are free to choose the nature of the code you wish to create. You can see what I chose for the levels of the project in my example below:. Pay attention to the check boxes in the window: Tick Generate WBS code for new task, only if you would like MS Project to generate new codes for any more tasks you add.

Press OK.

 
 

 

Microsoft Project and WBS Codes: How To Enter WBS Codes in Project.Creating a Work Breakdown Structure in MS Project – pmwares

 

A summary task contains one or more tasks under it. To create a summary tasks in MS Project, we first create a task with a name we want to give to summary task. Then just below this task, we will create a list of tasks we like to club under the summary task.

Now we will select all the tasks except summary task and press Indent command available in schedule group on Task tab on the ribbon.

The tasks will be indented under summary task and summary task become bold. Now each task in the list has become a task under summary task. Refer figure 2. One summary task could be part of another summary task or project summary task.

Refer figure 1. A project summary task is the top level task named same as project name. Refer 1 st task in the figure 1. Its id is 0. A project summary task is inserted at the top. It is named same as project file name and its id is 0. All the tasks in the project become sub tasks of this summary tasks.

Refer figure. Remember a meticulous plan is necessary for success of a project and a detailed WBS is necessary for meticulous plan. A good WBS will lead to a good scheduling. A top-down approach in which we create project main deliverable first and divide it into smaller and smaller pieces is a better approach. A rough WBS on paper helps understanding big picture of the project and strategy to break it down into smaller pieces.

A task is an activity to be performed by a resource. It is last node in the WBS hierarchy. Project is broken down into planning packages, planning packages are broken down into further planning or work packages as needed.

Work packages are broken down into activities also called tasks. Task is not broken down further. Please refer figure 1. Any entry in the left hand side table is a task until we convert it into a summary task, project summary task or milestone. If task is manually scheduled, it give a free hand to write anything in the table but if task is auto scheduled, MS Project fill duration as 1 day with a question mark and start and finish date as today or project start date as set in project options.

MS Project always provides a task id for us to identify the task with an id. It also create a horizontal bar of 1 day on the right hand side graph area.

A milestone is a point in time and introduced in WBS to denote important events during the project. A milestone is a significant stage or event in the development of projects. There is no work involved in the milestone and therefore milestones have no duration. To convert a task into a milestone, please change the duration of task as zero. There are also numerous advanced features for working with Network Charts that are not present in Microsoft Project.

WBS Schedule Pro makes it easy to plan any project by giving you the tools and intuitive user interface to create and schedule Tasks quickly and easily. Plans created in these tools are used to populate the Project Online application where you can use a few cloud-based features to manipulate this data.

Microsoft recently released Project , the upgrade to Project There are only a few new features in Project In fact, Project behaves like Project internally, which means that current versions of WBS Schedule Pro can communicate with it as if it were Project This includes both Project Professional and Project Standard.

If you are having issues using the two tools together, most integration issues with MS Project can be resolved by following these steps:. To test the integration, open MS Project, create a small project, save it and click the button in the upper left corner to create a WBS Chart. If this works, you should be all set. MPUG still has some openings for vendors!

 
 

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