Create a Work Breakdown Structure for a New Project
You can create a work breakdown structure (WBS) when you create a new project.
If you create a new
project from an existing record, the new
project inherits the existing WBS structure. Each
project can have multiple phases and each phase can have multiple tasks.
To create a WBS for a new project, complete the following steps:
- From the Ajera CRM Navigation menu, click .
- On the Project Info Center form, click New and select New Project. Ajera CRM opens a blank project record.
- Enter the projects information and click Save.
- Click New and select New Phase. Ajera CRM opens a new phase record that is based on data from the project record.
- On the General tab, enter a unique name and number for the phase, enter the rest of the phase information, and then click Save.
- Click New and select New Task. Ajera CRM opens a new task record that is based on data from the project and phase records.
- On the General tab, enter a unique name and number for the task, enter the rest of the task information, and then click Save.
Continue to add phases and tasks until you complete the WBS.