On the Action Pane, on the Plan tab, in the Activities group, click Work breakdown structure. Open the project that you want to create a WBS for.
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To create a WBS for a project, follow these steps:Ĭlick Project management and accounting > Common > Projects > All projects. You can create a WBS for a specific project by starting with a blank WBS form. For more information, see Create categories and category groups for projects. For more information, see Set up parameters for a timesheet system. Select a work calendar that is used by default for new projects. If you have not assigned a work calendar to the related project, a message is displayed in the WBS form. For more information, see Create working time calendars. Set up calendars for work periods that are used in projects. The following table shows the prerequisites that must be in place before you start. If you are using an earlier version of Microsoft Dynamics AX 2012, see Work breakdown structure (form). This topic does not apply to versions of Microsoft Dynamics AX prior to cumulative update 7 for Microsoft Dynamics AX 2012 R2. You can create a WBS manually or import tasks from another WBS or a WBS template. The starting date, ending date, and duration of a task Other tasks, if any, that must be completed before a task can be started You can enter the following information for tasks in a WBS:
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It also provides information about working with revenue and costs in a WBS, working with estimated and actual hours for tasks in a WBS, and working with a WBS in Microsoft Project.
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This topic explains how to create a WBS, add tasks to it, and add requirements and other information for each task. A work breakdown structure (WBS) is a hierarchical representation of the tasks for a project. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2Ī project often consists of multiple activities, or tasks. For the latest documentation, see Microsoft Dynamics 365 product documentation. This content is archived and is not being updated.