WBS Tool Manual/Guide

7/26/2019 WBS Tool Manual/Guide

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WBS Tool v 1.0



In order to create a new document click

In order to open a documento, you must click the button

displayed.

and the following screen will be

1 About:

WBS Tool v 1.

Work Breakdown Structures !WBS" e hierarchy creation tool.

#eveloped by $ntonio Berthem.

2 WBS Document Management

2.1 Creating a new document

The new document will be created and the root elementwill be displayed. %ou must save the document later in order to keep your changes.

2.2 Opening a document



In this screen you must select from the list the document to be opened and click &'().



In order to save a documento, you must click the button serverin the user account.

. $ll the documents are saved in the

In order to print a document, you must click the button and the following menu will be displayed.

key down when clicking the elements or by

E3r*ir*i

2.3 Saving a document

2.4 rinting a documentThe first option will ad+ust the print to fit only one page. The second option will split the printing in many pages if

necessary.

3 !diting t"e #ierarc"$$ WBS is a hierarchy formed by a set of WBS elements that can have sub items organied in the form of a tree.

The following items describe how to edit the hierarchy.

3.1 Se%ecting WBS !%ement&

In order to select a WBS element, you must click over the element. $ blue bo- around the element indicates thatthe element is selected.

It is also possible so select many elements by keeping the ctrl

using the selection bo-. inally, it/s possible to select all elements by clicking the button

3.2 C"anging t"e WBS e%ement name

In order to change the WBS element name you must double click the element or select the element and press

the 0 key. $ te-t edit bo- will be displayed to change the element te-t.

In order to insert more than one line in the element, use rtl 2 3nter. In order to end the te-t edit you can click

outside the element or press the 3nter or 3S (eys.



The button

thethe

or the

3.3 Creating c"i%d e%ement&

In order to create a sub element !child element", you must select the parent element and click thebutton

or press the Insert key. The element will be created and will be ready for name edition as

show in the following picture.also works when multiple elements are selected.

3.4 Creating &ib%ing e%ement&

33

In order to create a sibling element, you must select the element and click the 4444444444444 button or usekeys trl 2 Insert. This option work in a similar way as the create child option but is not available for root

WBS element.

3.' (emoving !%ement&In order to remove an element, you must select the element and then press the button #elete key. 'nce an

element is removed, all of its child elements are removed as well.



. The

In order to modify the element appearance, you must click the button

displayed in the left of the screen.

. The following screen will be

3.) C"anging e%ement propertie&Besides the element name, the following properties can be edited5 #uration, #escription, 6esources, and

$cceptance riteria. These properties are useful for the pro+ect deliverables documentation and

will be e-ported with the element when downloading to 7S Word or 7S 8ro+ect.In order to edit the element properties, you must select the element and click the button followingscreen will be shown in the right of the screen.

3.* C"anging t"e e%ement appearance



By using this screen the element font, border, margin and fill can be changed. or showing the options of eachitem, you must click the item title !or the triangle"

The following sections describe the options for each visual characteristic.

3.*.1 +ont

The following picture shows the element font options5

The table bellow outlines the options

3.*.2 Border

The following picture shows the element border options5

Option De&cription

9ame5 ont 9ame

Sie5 ont Sie

Bold ont Bold

Italic ont Italic

:nderline ont :nderlined

olor Sets the font color



The table bellow outlines the options

3.*.3 Margin

The following picture shows the element margin options5

3.*.4 +i%%

The following picture shows the element fill options5

T Brorder5

sie5 ;< 444444444444 4444444444444 4

6adius5 =& . ;>; ?r

olor5

Option De&cription

Sie #efines the border sie in pi-els. In order to remove the

border put .

orner #efines the corner rounding

olor #efines the border color

Option De&cription

Top #istance between the top border and the te-t

Bottom #istance between the bottom border and the te-t

@eft #istance between the left border and the te-t

6ight #istance between the 6ight border and the te-t

hild Spacing !Aoriontal" Aoriontal distance between the element children

hild Spacing !ertical" ertical distance between the element children



▼ Fill:

Type:

Rotation:

St ep s:

C%O%

s...c... C Dt+ -•••I#D

s...c... r Dt+ P.. .

s...

c... ,

DtD 4 DtD

The table bellow outlines the optionsOption De&cription

Type #efines the fill type !linear or radial"

6otation #efines the linear fill angle

olors #efines the number of colors for the element fill. By

default the elements are created with three colors. In

order to remove the fill you must put here.

olor #efines a fill color.

$lpha #efines the color transparency where is fullytransparent and 1 is solid. $ .E value means EF

transparency.

8osition The position defines where the color is placed withregards to the fill. ".E means the color is in the middle ofthe fill.



'ption 3-ample

Aoriontal organiation with the connectors

in the element top.

ertical organiation with the connectors in

the element top

WBS 3lement

ertical organiation with the connectors in

the element left

f 44444444444444444444

f 44444444444444444444

3.- Organiing t"e #ierarc"$

The following options are used to organie the elements in the hierarchy. This organiation must be done by

selecting the parent element and choosing one of the options bellow.



In order to download the WBS in a picture format !D8H", you must use the buttonbutton, the following screen will be displayed.

By clicking this

In order to save the WBS in the 7S Word G7@ format, you must use the buttonbutton, the following screen will be displayed.

By clicking this

4 WBS Down%oad

4.1 Down%oad a& /mageIn this screen you must click the download button and the system save dialog will be displayed. Thenchoose the location and save your file.

4.2 Down%oad a& MS Word 0M

In this screen you must click the download button and the system save dialog will be displayed. Then

choose the location and save your file.



In order to save the WBS in the 7S 8ro+ect G7@ format, you must use the button

button, the following screen will be displayed.

By clicking this

4.3 Down%oad a& MS roect 0M



In this screen you must click the download button and the system save dialog will be displayed. Thenchoose the location and save your file.

WBS Tool Manual/Guide

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