Getting Started › How to Set Up Open Workbench › Define the WBS Level Labels

Define the WBS Level Labels

Use the WBS tab of the Options dialog to define the default Work Breakdown Structure (WBS) levels to conform to the naming conventions of your organization. You can define any number of WBS levels.

Consider the following rules when defining the WBS levels:

• WBS level names must be unique.
• When deleting levels, at least four levels are retained in the WBS.

How are the WBS Levels Displayed

Some dialogs in the application use icons to represent the WBS levels. When you change the WBS level names, equivalent icons are displayed. You can view the WBS items in your master project WBS list. For example, within a master project, subprojects appear with a Subproject icon on the header button of the proxy task. This icon indicates that it is a task inside an inserted subproject. You may see the following list of WBS icons:

Subproject

Specifies a proxy task within an inserted (entire) subproject, as viewed from the master project.

Task in Subproject

Specifies a task within an inserted (entire) subproject, as viewed from the master project.

Subproject Task

Specifies an individually inserted subproject task, as viewed from the master project. Instead of inserting the entire subproject, you inserted only the subproject task.

Follow these steps:

1. Click Preferences in the application menu.
2. Open the WBS tab.
3. Complete the following fields, and click OK:

   Milestone Label

   Defines the label that is used for milestones.

   Default: Milestone

   Task Label

   Defines the label that is used for project tasks.

   Default: Task

   Summary Levels Label

   Displays a list of WBS levels in the order they appear in the WBS.

   Default: Phase, Activity