Work Breakdown Structure (WBS)

George Britten Updated by George Britten

Your project may well be using a Work Breakdown Structure to organise tasks and set a consistent structure, even if WBS is not set as one of your required fields. A WBS can be created in app, or imported and then edited.

If you're an Editor looking to structure your project, you might want to check out our Packages article.

What is a WBS?
Your Work Breakdown Structure is single project structure typically imported from the master schedule. It is essentially a tree of folders that hold all the tasks for a project. A WBS offers clarity and control in building out large, long term plans in a logical structure. They can be massive and complex though, and not appropriate or easy to understand out on site.

Importing your WBS

Your WBS can be imported straight from your master schedule, whether you're building that out in P6, Asta, Microsoft Project...

Setting this process up properly will also automatically assign parts of the WBS to the relevant activities, saving the whole team time!

Creating & Updating Your WBS

You can access your project's WBS using the sidebar and heading to the 'Structure' page under 'Project Assets'.

From here, Project Admins can create, re-order, re-structure and re-name parts of the WBS by selecting a row and using the arrow keys to indent, outdent or move sections around.

When adding and editing a WBS, your WBS Code is the unique identifier and will determine position in the overall structure. Your WBS Path is the more detailed breakdown and is specific and unique, for example

Creating a new branch in your WBS automatically makes a new child, and begins a new path. Equally, moving a branch in your WBS structure will move all the children as well.

If your project is importing, Aphex looks for the specific WBS Path. If you have edited your WBS in app, but not in P6 or Asta, Aphex will look for the next level up for the WBS. Inconsistent editing then could lead to restructured sections and created branches, so double check here!

Once you're happy with your WBS, it's quick and easy to assign specific WBS sections to tasks in your plan.

Deleting Parts of the WBS

Deleting parts of your WBS will remove these from tasks too, leaving the WBS column blank for those activities.

Unlike other project assets, elements of your WBS cannot be archived. Deleting these structural components is irreversible, so make sure you're certain before you hit the button!

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