Work Breakdown Structure

A work breakdown structure (WBS) divides each of your projects into distinct, manageable work elements in a way that balances management needs with the need to collect an appropriate and effective level of project data.

A simple three-level WBS may be organized as follows:

• Level 1 - Project
• Level 2 - Phase
• Level 3 - Task

A WBS is used by various groups in a company, such as marketing, business development, and project management. A well-planned WBS is integral to successful project scheduling, budgeting, and reporting.

Your Ajera CRM work breakdown structure impacts the:

• Value you get from the data you store.
• Ability to leverage past work to generate new business.
• Ability to improve job performance based on past experience.
• Ease and quality of knowledge sharing among groups in your company.
• Quality of service and level of reporting that you can provide to your clients.

There are two key components to the Ajera CRM WBS, which work together to provide a comprehensive tracking and reporting system. Before you begin to set up your company's work breakdown structure in Ajera CRM, your company must understand how the components work together to provide a structure that gathers and reports information to meet your company’s internal and external reporting needs.

The two components are:

• Organizational (or profit center) structure
• WBS or project structure

See the discussion of the WBS in the Concepts section of the help to learn more about the work breakdown structure, including guidelines that you can use to plan your own WBS.