user guide - visual wbse) recommended steps (optional) for microsoft project 2010 select the ‘task...

USER GUIDE

1. WBS elements (Summary elements and Work Package elements)

Work packages are elements at the bottom of a WBS branch, the work is

estimated & planned at this level.

Summary WBS elements are used to organize logically the work packages.

Some Summary elements can also be used as control accounts.

The can also be sud as controlled accounts.

2. Application functions

3. WBS id

The first space separates the WBSid from the element description. A short description is entered in the WBS element while a longer more detailed description is

entered in the WBS dictionary. Each WBS element must a unique id. The usual format is 1, 1.1, 1.1.1 etc..

2. Press Add to create WBS element

nts

Remove a Work

Package (one at

a time) 1. Select this size of WBS element rectangle. This affect the number of characters available

for description and status information. Default

is Medium.

Remove Work

Package(s)

Move WBS element or branch.

3. WBS Dictionary is used to better define

each work packages. Also to assign a

responsible to each work package and link

to a planning documents.

To identify WBS

element(s) as

completed.

4. Selecting elements

To select a WBS element click inside the box once. To select multiple elements click the Multi select check box and select elements.

To unselect element(s) click anywhere on the screen.

5. Collapse and expand

Double click on a WBS summary element to collapse or expand

6. Move, Indent & Outdent

Move right or left

You can select a WBS element and click on one of the arrows to move elements.

Elements in a horizontal layout can be moved left & right:

Move up or down

Indent & Outdent

To Outdent or indent, select an element and click the left or right arrow:

7. WBS Dictionary (use is optional) For each WBS element a detailed description can be entered in the WBS planning or estimation file can be selected as a new file or to replace an existing file. A

URL link is added to easily open and update the file as required.

To share the WBS directory with others, the Export to Excel function can be used.

8. Export for Microsoft Project

To export the WBS to Microsoft project following steps:

1. Under File, click Export for Ms-Project

2. A Save As dialog box open:

3. Enter a filename and save it to the directory of your choice. Note that the file extension is xlsx, this is an Excel file extension.

4. Open Microsoft project and open the file created in the previous step. The steps to open the xlsx file may vary depending on your version of Microsoft project.

For Microsoft project 2010:

Select File, Open, click the arrow next to mp* Format, and pick Excel Workbook and open the file you saved in step 3.

For Microsoft Project 2013 and above

Choose ‘New from Excel workbook’ click the arrow next to XML Format, and pick Excel Workbook and open the file you saved in

step 3.

5. The Import wizard opens up, click Next. Follow the following instructions:

a) Select ‘New map’ unless you have saved a map before:

b) Select ‘As a new project’:

c) Select ‘Tasks’ and ‘Import includes headers’ :

d) Select ‘Sheet1’ and click Finish:

e) Recommended steps (optional) for Microsoft project 2010

Select the ‘Task mode’ column and click ‘Auto Schedule’:

9. Export for Primavera

An Excel file is created to assist the Import of the WBS elements to Primavera. The following fields are generated:

10. Setting WBS elements Status

Entering the status manually

1. Select WBS elements for which you want to display and enter status information

2. Choose Status/View

3. Enter manually the status information in the status box

4. Select a color indicator as required

5. Collapse elements as needed

Importing the status from Microsoft Project

You can generate status information from Microsoft Project fields. The status data is automatically formatted and updated for all WBS elements.

Select File, Export, Save Project as File, and under Other File Types, double-click Microsoft Excel Workbook. Name & save the file in the directory of

your choice. The Microsoft project export wizard opens:

a) Export the fields of your choice from Microsoft Project as follow:

b) Select the fields of your choice in the column ‘From:’ and rename the field names in the column ‘To:’ to include the following formatting symbols:

For monetary fields, add your currency symbol $, € or £.

For percentage fields add the % sign.

(optional) The color field must contains codes from 1 to 3 which corredponds to (1.green, 2.yellow, 3.red)

For the numeric fields and one * sign for each decimal digit needed.

c) Click ‘Finish’ or Save Map button to save your mapping:

2. Import the status data in the WBS as follow:

a) Select Status, Import and open the file created in the previous step.

b) Enter text in the text boxes and select corresponding fields to create your status format. The status format appears in the ‘Preview’ box. Click Apply when

done.

Enter text Select field

1 = green

2 = yellow

3 = red

c) Select WBS element(s) and use Status, View or View All to show WBS element status as needed.

user guide - visual wbse) recommended steps (optional) for microsoft project 2010 select the ‘task...

Documents