Mercilina has attended:
Project Introduction course
Excel Intermediate course
WBS Codes
How do we set up WBS codes and when do we need to set them.
RE: WBS Codes
Hi Mercilina
Thank you for your question! Apologies for the delay but Happy New Year!
In Project you can turn on outline numbers by going to the format tab and switching on Outline Number
The WBS code works in a similar way but you can customise the formatting of the numbers Project generates.
To start insert the WBS Column. You can do this by right clicking on a column like Task Name and choosing insert column then choosing WBS
You will see that the WBS outline is the same as the number outline.
Next we will customise the formatting of the WBS. From the Project Ribbon choose WBS then select Define Code
If the WBS code format we are using for our projects is something like
PRJ-A/1.1
Where the PRJ- remains the same but the rest increments we can add the following
Type PRJ- into the Project Code Prefix box
Within the code mask part of the dialog box click just below Sequence to add the first level. Our format uses a capital letter so from the list choose “Uppercase Letters (ordered), Length Any, Separator /
Add a second level set to Numbers ordered, Length Any, Separator . (dot)
Add the same again for the third level
Numbers ordered, Length Any, Separator . (dot)
You should now find that the WBS field shows the correct sequence, beginning with the prefix and correctly incrementing letters, numbers and separators.
I hope this helps - do let us know if you have any further questions.
Kind regards,
Andrew