Preamble: Terminology
WBS features a tree structure where a branch (chapter) branches out into leaves (tasks and sub-tasks) |
How to Create/Remove Tasks or Branches?
To create a branch, select the branch and insert a sub-task. |
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To add a sibling, select the branch and insert a task. |
ibidem |
How do the Minutes Move as the Tree is being Developed?
Each leaf is also the header of a section of Minutes. If the leaf is, in turn, broken down into sub-tasks, the existing Minutes are linked to the first sub-task.
How do Condensed and Expanded WBS Differ?
The expanded WBS can contain a bottom area, additional rows (totals and optional comments, fictitious chapters) and columns in another language |
How to "Repaint" the WBS?
To harmonize the appearance of columns across different languages, or date formats, you can "repaint" the WBS. |
Restrictions
Cells containing the result of a formula (costs) cannot be edited. |
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Most free columns can be only be edited in the Minutes or Nomenclatures views. |
Bottom Area
This is dedicated to options, VAT, terms of sales etc. |
How to Format the WBS?
The look and feel can be changed (fonts, colors, etc). |
How to Change the WBS View, How to Change the Font and Layout |
Size Limitations
▪65,536 rows
How to Use the Glossaries?
The glossaries are files which any estimate can tap into for quick editing. |