D365 F&O: WBS Templates

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In this video.

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We're going to create a simple work breakdown structure template or WBS. A WBS is a description of the work that will be done for a project, represented as a hierarchy of tasks. We're just looking at a basic WBS here.

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If your project involves a lot of repeatable work, you should consider creating a WBS template.

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We will create one from scratch, so to reach the WBS templates you can go from the main menu, project management and accounting projects, work breakdown structure templates. All simply set up in workspace.

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Hey tile taking you directly there so we're going to create a new one.

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And we'll just enter a name.

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And a description.

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For our template.

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And we want it to be active so we can use it.

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And here we have our root of the cubes to start adding tasks. We just click new and we have a line. Now a WBS has three major purposes.

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Describe the breakdown or composition of work in tasks which we will do here in tasks to schedule.

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The project which we will do with the estimated number of hours to complete such a task.

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And to estimate the cost of each.

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Task which we will see later.

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But we've just created.

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A1 line which we can assign a role. We'll assign that.

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To account director.

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And we'll just keep this as a single task. If we create a new one with this, we will add some sub tasks.

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So we just give that a title, but there's no need to specify in new root of the task.

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Because that will be calculated by the individual sub tasks. So if we create a new one and make that the sub task by indenting it.

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Let's call it Grey and we'll keep this as project manager for now.

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We'll assign empty out for this and we'll.

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Make it account manager role.

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Let's create a new.

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Sub task.

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Now if we want this task, we begin.

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Only after the predecessor has finished, we can specify here.

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And will give this 30 hours.

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And also account manager.

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And we can see.

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The root of the task will calculate.

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The total.

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So if we just add one more.

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We'll specify this can begin after the preset has finished.

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I will give this.

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At five hours.

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The time leads to the.

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Count planner once again will.

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See a calculation of the total.

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Projects that have a very low tolerance for slippages and schedule costs, such as in construction and engineering, usually require a more detailed WBS and diligent tracking of the work progress and cost against the WBS. We can see the estimated costs and revenue in this tab.

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And we've preset prices for unit cost of labour and sell price for the unit cost. So it's calculated and given us totals.

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In our next videos we will see how to make full use of our work breakdown structure.