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wbs codes

ResolvedVersion 2010

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

MS Project tip:

Avoid Accidental Constraints

The initial default table is the Entry table. Enter a task name and duration, but do not enter start or finish dates. Form the plan using links, predecessors. Typing dates introduces constraints. To remove these constraints, double click on a task, and on the Advanced page of Task Information set the constraint back to As Soon As Possible (all other options are there too.)

View all MS Project hints and tips

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