Create WBS codes in Project desktop (2024)

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Create WBS codes in Project desktop

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Work breakdown structure (WBS) codes are outline numbers that you can apply to tasks and edit to match the specific needs of your business. Project automatically provides basic outline numbers for each task, but you can apply your own customized outline scheme to the project at any time.

What do you want to do?

  • Create custom WBS codes

  • Renumber WBS codes

  • Use basic outline numbers

Create custom WBS codes

  1. Click View, and then pick a sheet view, such as the Task Sheet or Resource Sheet.

  2. Click Project. In the Properties group, click WBS and then click Define Code.

    Create WBS codes in Project desktop (1)

  3. You can create a project-specific code in the Project Code Prefix box. You can use numbers, uppercase and lowercase letters, and symbols.

Create WBS codes in Project desktop (2)

  1. To set the code for first-level tasks, in the first row in the Sequence column, choose a character type from the drop-down list. You can choose from numbers, uppercase or lowercase letters, or a mix of numbers, letters, and other symbols.

  2. In the Length column, set the number of characters for each level of the code string. Click Any to allow any number of characters for that level.

  3. In the Separator column, pick a character to separate the code for one level from the code for the next level.

    The default separator is a period. You can choose others or choose not to have a separator character at all.

    Note:The separator character can’t also be used as part of a code.

  4. Set a code string for each level of indented tasks in your outline.

    To specify individual codes for each level, click the next row, and complete the Sequence, Length, and Separator columns.

  5. If you don't want Project to automatically assign a WBS code each time that you enter a new task, uncheck the Generate WBS code for new task check box.

  6. To permit the use of the same WBS code for multiple tasks, uncheck the Verify uniqueness of new WBS codes check box.

Renumber WBS codes

When you move or delete tasks, Project doesn’t automatically renumber the WBS codes in case you’re using them in documents or other systems that are not linked to your Project file. This means that the codes for the remaining tasks will likely be incorrect. Here’s how to renumber the WBS codes for all tasks or selected tasks:

  1. Click View, and then pick a sheet view (such as the Task Sheet) that contains the tasks you want to renumber.

  2. Pick the tasks you want to renumber. The first task you pick will not be renumbered.

    To renumber WBS codes for all tasks, don't select any tasks.

  3. Click Project. In the Properties group, click WBS and then click Renumber.

    Create WBS codes in Project desktop (3)

  4. Click Selected tasks to renumber the codes for the tasks you selected.

    Click Entire project to renumber the codes for all tasks in the project.

    Create WBS codes in Project desktop (4)

Use basic outline numbers

If you don’t need the detailed structure provided by WBS codes, you can use a basic outline.

Project automatically creates an outline number for each task, based on where the task appears in the structure of the task list. For example, the first task in your task list is numbered 1. If that task has three subtasks, the subtasks are numbered 1.1, 1.2, and 1.3.

Outline numbers consist of numbers only, and you can’t edit them. They change automatically when you move a task up or down in the task list and when you indent or outdent tasks.

To show outline numbers, add the Outline Number field to a table or sheet view. You can also add outline numbers directly to the task names:

  1. Go to the Gantt Chart or Task Sheet.

  2. Click Format, and then in the Show/Hide group, check Outline Number.

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Create WBS codes in Project desktop (2024)

FAQs

Create WBS codes in Project desktop? ›

Create custom WBS codes

How to display WBS numbers in MS project? ›

To display WBS codes, select a sheet view displaying tasks. To display the Task Sheet, on the View menu, click More Views. In the Views box, click Task Sheet, and then click Apply. To display the Gantt Chart, on the View menu, click Gantt Chart.

How do I show the WBS code in the task name? ›

To assign a WBS code to a task, in a task sheet, click the field to the right of where you want to insert the WBS code field. On the Insert menu, click Column. In the Field name box, click WBS. The WBS code appears for each task, corresponding with the task's outline level.

How to create WBS numbering in Excel? ›

First, list the primary tasks of your project in the Task Name column. Assign a unique WBS code (or WBS numbering) to each main task, typically using a numbering system (e.g., 1.0, 2.0, 3.0). Next, enter subtasks underneath each main task, again assigning appropriate WBS numbering.

What is the best way to display WBS? ›

The classic WBS view is the tree structure diagram, but you can also use numbered lists or tables. An outline is one of the easiest ways to represent a work breakdown structure. Listed below are other types of formats that are useful for different types of projects.

How do I add numbers to tasks in Microsoft Project? ›

Project assigns unique outline numbers for each task based on its level in the hierarchy of the task list.
  1. Right click on the column header to the right of where you want to show the Outline Number column and click Insert Column. ...
  2. Scroll down and click on Outline Number from the list.

How do you make a WBS table? ›

Creating WBS tables
  1. Create a report design or open an existing design.
  2. Create a data source using Method Library Data Source. ...
  3. Create a Process Data Set. ...
  4. Select a process for this data set.
  5. Select a Breakdown Structure type, for example: Consolidated Breakdown Structure.

What is a WBS identifier? ›

Each component of the WBS is assigned a unique identifier, such as a number or code, to enable tracking, monitoring, and control of the project work. Defined scope. The WBS defines the project scope by identifying all the tasks that need to be completed to accomplish the project objectives.

What is a WBS code? ›

A work-breakdown structure (WBS) in project management and systems engineering is a deliverable-oriented breakdown of a project into smaller components. A work breakdown structure is a key project management element that organizes the team's work into manageable sections.

What tool is used to create the WBS? ›

Lucidchart is an intelligent diagramming application that makes creating a work breakdown structure (WBS) easy. Customize shapes, import data, and so much more.

How to show numbers in MS project? ›

Right click on the column header to the right of where you want to show the Outline Number column and click Insert Column. Note: If you want to show the Outline Number column as the last column, you must insert it before the last column and then move it by dragging its heading.

How do I show the outline number in MS project task name? ›

In order to see the outline number, go to the File menu – Options and click on “Advanced” tab. After that, check the “Show Outline Number” option and click on “o*k” button.

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