Changes to the WBS

December 2023

TL;DR: WBS is now Folders Don't panic! Everything you could do with WBS you can still do with Folders, plus:

• Simpler management and viewing controls

• More flexible permissions

• Easier sub-level creation

• Increased grouping & export options

Read on to discover all the changes & what this means for your team. Plus, scroll down for an interactive Folders preview.

WBS has been renamed to Folders

WBS has transformed into Folders, bringing you the most flexible & universal way to arrange all your project tasks.

Build as many subfolders as you need, right from the Gantt

Everyone can create infinite subfolders to group tasks as you go. No limits, no interruption. Plus, quick & easy controls to edit and move multiple folders at once.

Protect Folders & allow anyone to create them

Protect specific Folders from being edited & moved, and grant folder-creating permission to anyone who needs it (Admins & Standard Users alike).

Preview the Folders Changes:

What do I need to do?

• Your Project's WBS will automatically be migrated to Folders. No action needed!

• Your Project's Create & Manage Folder Permissions will be set to Admins Only

• Your Project's setting for Allow Standard Users to create Root Folders will be turned OFF by default. You team will be able to modify both Permission settings from the Project Settings page.

• All your Folders will initially be set to the Default Protection state. If your team requires any Folders to be restricted, an Admin can decide which Folders need to be Protected (or Semi-Protected) from the Folders Page.

• All Locked Packages will automatically be migrated to behave like Public Packages.

Then vs Now

Old Behaviour	New Behaviour
WBS is the central, nested tree structure	→ Folders is the central, nested tree structure
Only Admins can create & manage the WBS	→ All Project Users can create and manage Folders by default → New Folders Permissions allow Admins to limit who can manage & create Subfolders and Folders
Any WBS can be edited by all Admins	→ Change Folders Protection State from Default to Protected or Semi Protected to control which Folders can be moved or added to
WBS can only be created from the WBS page	→ Root Folders & Subfolders can be created from the Gantt and Folders Page
WBS can only be edited one at a time	→ Folders can be updated in bulk with the new Multi-Select options on the Folders Page. Bulk edits include: • Colour • Move • Protect • Delete
The WBS order can only be modified by using the indent & outdent arrows from the WBS page	→ NewDrag & Drop to change the order of Folders & Subfolders from the Folders Page → Subfolders can be re-ordered directly from the Gantt
Empty WBS are invisible from the Gantt	→ See the Hidden Subfolder Count next to each Folder on the Gantt → Open the list of hidden Subfolders and choose to reveal anything specific
WBS can only be viewed in the full hierarchal structure, often taken up large amounts of space in the tasklist	→ Flatten the Folders tree on the Gantt to reduce the amount of space the structure requires
Gantt Primary Group By options limited to Package, Owner, WBS & Folders	→ Group by any combination of Folder, Shift, Location, Package & Owner
Unable to export the WBS tree	→ All project users can Export Folders to CSV from the Folders page
No options to quickly expand or collapse multiple levels while managing the WBS	→ Each Folders row has advanced collapse & expand controls, including: • Collapse Folder • Collapse All • Collapse Below • Expand All • Highlight Folder
WBS can be deleted even when containing Tasks	→ Folders must be empty to be successfully deleted
Little visibility of total number of Tasks inside each WBS level	→ New Task Count for each Folder & Subfolder on the Folder Page
Packages are either Locked or Public	→ All Packages will always now behave like Public Packages. Locked Packages are retiring
Packages have random colours	→ Set a custom Package Colour from the Packages Page