WBS Templates can have Types, which allow you to adapt the structure for different project needs. For example, a “Full” type might include all tasks, while a “Light Version” type could skip specific phases.

📌 Understanding the Interface

The WBS Templates page is divided into two main sections:

1. WBS Categories (left table) – Groups different WBS structures.
2. WBS Records (right table) – The actual WBS structure for the selected category, with checkboxes linking them to Types.

Types work like a matrix:

• Rows → WBS elements (tasks, phases, deliverables).
• Columns → Types (e.g., Full, Light Version).
• Checkbox → Connects an element to a type.

➕ Creating a New WBS Category

1. Click + Category at the top of the WBS Categories list.
2. Fill in:
   • Name → Name of the WBS template category (e.g., “Offshore Project Structure”).
   • Description → Optional explanation of the category.
   • Sorting → Number to decide where it appears in the list.
3. Click Save and Close.

📂 Adding WBS Records

1. Select a category from the left table.
2. Click + Record in the WBS Records table.
3. Fill in:
   • Number → The order of the element in the structure (e.g., 1.0, 2.0).
   • Name → WBS element name (e.g., “Design & Engineering”).
   • Description → Optional details about the element.
   • Sorting → Position inside its level.
4. Click Save.

🏷 Creating and Managing WBS Types

WBS Types define variations of the same structure.

1. Click + Type in the WBS Records table.
2. Fill in:
   • Name → Type name (e.g., “Full”, “Light Version”).
   • Description → Brief explanation of when to use it.
   • Sorting → Number for display order.
3. Click Save and Close.

Once created, you can tick or untick checkboxes to connect WBS elements to each type.

🔗 Linking WBS Elements to Types

• Checked → Element is included in that type.
• Unchecked → Element is excluded from that type.

Example:

• Full type → All WBS elements checked.
• Light Version type → Certain optional tasks unchecked.

🚫 Disabling a WBS Category or Type

Once used in a project, you cannot delete it. If you no longer wish to use it, set Active to False to disable it.

📋 Example WBS Template

❓ FAQ

Q: Can I modify the WBS in a project after applying a template?
Yes, the template only provides a starting structure — changes in the project will not affect the template.

Q: Can I delete a WBS template or type once used?
No, you can only disable it by setting Active to False.

Q: Will changes in the template update existing projects?
No, updates in Standards only apply to future projects.

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