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MS Project WBS Setup Guide

The document provides a step-by-step guide for using MS Project to create a project plan, including entering basic project information, major tasks, and subunit tasks. It covers how to display the Work Breakdown Structure (WBS) code, set task durations and predecessors, and adjust the Gantt chart's timescale. Additionally, it explains how to create a GIF image of the project for documentation purposes.

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halfian lubis
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0% found this document useful (0 votes)
5 views19 pages

MS Project WBS Setup Guide

The document provides a step-by-step guide for using MS Project to create a project plan, including entering basic project information, major tasks, and subunit tasks. It covers how to display the Work Breakdown Structure (WBS) code, set task durations and predecessors, and adjust the Gantt chart's timescale. Additionally, it explains how to create a GIF image of the project for documentation purposes.

Uploaded by

halfian lubis
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd

MS Project Example

Project Management Unit #4a

LSU 10/09/2007 MS Project Example 1


New Project Screen
• On starting Project a blank template will appear.

LSU 10/09/2007 MS Project Example 2


Basic Project Information
• From the “Project” menu select “Project Information” and
enter the anticipated project start date.

LSU 10/09/2007 MS Project Example 3


Enter the major tasks
• Type in the major tasks (WBS level 1) in the “Task Name” box.
• Each row is a separate task
• Do not worry about the rest of the columns for now

LSU 10/09/2007 MS Project Example 4


Insert Rows
• Select the row above which you want to insert a subunit
• Select “New Task” from the “Insert” menu
• To delete a row, select the row and press the “Delete” key

LSU 10/09/2007 MS Project Example 5


Enter the subunit task names
• Type in the name of the subunit task in the “Task Name” field
• Subunits are “indented” with the right arrow on the task bar
• When subunits are so “indented” the major unit will become bold and the Gantt chart bar will change shape

LSU 10/09/2007 MS Project Example 6


Complete entering WBS
• Process of inserting rows, typing in the task name and indenting the subunit continues until all
tasks in the WBS are entered

LSU 10/09/2007 MS Project Example 7


Display the WBS code
• Select the “Information” column, right click and choose “Hide Column”.
• Next select the “Task Name” column and from the “Insert” menu select “Column”. The following pop-up will appear.
• Choose “WBS” as the “Field name”

LSU 10/09/2007 MS Project Example 8


Showing the WBS code
• The correct WBS code number will now be displayed for all tasks

LSU 10/09/2007 MS Project Example 9


Task bars
• With all subunits inserted the lowest level will be blue rectangles and higher levels will be black
bars with points on the ends.

LSU 10/09/2007 MS Project Example 10


Distinguishing different levels
• You can change the color of the task bar to distinguish between the different levels in your WBS
• Select the task bar to change (in the Gantt chart area), right click and select “Format Bar”.
• Change the color of the “Start”, “Middle” and “End”

LSU 10/09/2007 MS Project Example 11


Results after task bar change
• The results of changing the task bar color are shown below

LSU 10/09/2007 MS Project Example 12


Set the task durations
• Now enter the time associated with each task in the “Duration” field. See the MS Project Help for choices on units.
• Set durations for the lowest level tasks and the total time will be summarized or rolled-up to the next highest level.

LSU 10/09/2007 MS Project Example 13


Set the task predecessors
• Enter the task dependence (i.e. which tasks must be complete prior to starting the next task) in the “Predecessors” field.
• You need to use the row number, not the WBS code.

LSU 10/09/2007 MS Project Example 14


Enter all predecessors
• Here all the task predecessors are determined and entered, but the Gantt chart now needs room
to display fully

LSU 10/09/2007 MS Project Example 15


Set the timescale of the chart
• From the “Format” menu select “Timescale”
• Set the Major Scale to Months
• Set the Minor Scale to Weeks

LSU 10/09/2007 MS Project Example 16


After timescale change
• Now the full Gantt chart from project start to end can be displayed

LSU 10/09/2007 MS Project Example 17


Make an image for documents
• To make a GIF image that can be inserted into documents, first arrange the chart and task info boundaries to display just what you want.
• From the “Edit” menu select “Copy Picture”
• Select “To GIF image file:” and enter a filename for the image

• Select what to copy: Rows


on screen or Selected Rows
• Select the timescale as
either what is shown on the
screen or for specific dates
• Click OK and the image
will be generated.

LSU 10/09/2007 MS Project Example 18


Final version of project
• Below is the GIF image of the example project ready to be inserted in a document.

LSU 10/09/2007 MS Project Example 19

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