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:

1. From the desktop application Navigation menu, click Hubs > Projects.
2. On the Projects hub form, click New and select New Project. DPS opens a blank project record.
3. Enter the project's information and click Save.
4. Click New and select New Phase. DPS opens a new phase record that is based on data from the project record.
5. On the General tab, enter a unique name and number for the phase, enter the rest of the phase information, and then click Save.
6. Click New and select New Task. DPS opens a new task record that is based on data from the project and phase records.
7. 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.