Establishing the WBS

• When you're setting up a WBS, the first three digits are crucial for defining your project's scope. You'll select these from dropdown menus to ensure consistency.

  • Program: Choose the relevant program from the dropdown.

  • Activity: Select the specific activity.

  • Sub-activity: Pinpoint the sub-activity

Establishing the WBS

WBS Structure and Uniqueness

The WBS is designed to be a unique identifier, meticulously aligning each project with the organization's predefined WBS. This ensures consistency and facilitates a standardized approach to project management.

WBS Code Generation

When establishing a WBS, the initial three digits are critical for defining the project's scope:

• Program: Selected from a dropdown menu.

• Activity: Selected from a dropdown menu.

Sub-activity: Selected from a dropdown menu

• • .

• The fourth digit is

• a

• free-text field

• that you'll enter manually. Use this to further categorize your project within the Program, Activity, and Sub-activity framework. Keep in mind there might be some restrictions on what you can enter here.

WBS and Fiscal Year

Alignment

Within In PM Bridge, your WBS values are specifically directly tied to the your project's fiscal year. This ensures that project is essential for accurate financial reporting and project management are accurately aligned with financial periods.

• Required Fields for Editing

• : When you're editing WBS information, make sure to fill out all fields marked with an asterisk (*). These are mandatory

• to

• maintain data integrity and

• ensure your project information is complete.

Functionality and Benefits of WBS

Project Portfolio Organization

The WBS allows users to organize their project portfolio in a structure that is separate and distinct from their budget structure. It functions much like setting up an office's organizational chart but specifically tailored for projects.

Complementary Views

Leveraging the WBS for Project Management

• Organize Your Project Portfolio: The WBS helps you organize your projects in a way that is separate from your budget structure. Think of it like creating an organizational chart specifically for your projects. This gives you a clear, project-focused view.

• Complementary Views: This project-centric view complements your budget-centric view. This dual perspective

• allows you to perform detailed project management and generate comprehensive reports without

• having to change the existing financial system.

• WBS Utilization in PM Bridge

• : The WBS is

• used extensively within PM Bridge to streamline various operational aspects of project execution and oversight.

WBS Application Across Different Project Types

• Financial Assistance (FA) Projects

• : For

• FA projects, you'll directly select and assign the Program, Activity, and Sub-activity definitions

• within the system

• . This creates a clear and traceable structure for all your FA-related endeavors.

• Laboratory Projects

• : If you're working on a laboratory project, the WBS in PM Bridge

• will be read-only. This is because these values are established and

• managed

• through the Laboratory Portfolio (LP) system, ensuring consistency

• with laboratory-specific data.

Conclusion

Frequently Asked Questions

1. Why is it important to have a unique identifier for each project? 

   A unique identifier ensures consistency in project management. It helps prevent duplication, streamlines tracking, and guarantees that your project aligns with predefined organizational structures, making it easier to manage and report on.

2. What if I need to change my WBS code after it's been established? 

   While the initial three digits (Program, Activity, Sub-activity) are selected from dropdowns for consistency, the fourth digit allows for free-text entry, offering flexibility in granular categorization. For substantial changes to the initial three digits, you should consult your office's project management guidelines or support team, as these changes might affect project alignment and reporting.

3. How does the WBS help me with project reporting if it's separate from the budget? 

   The WBS provides a project-centric view that complements the budget-centric view. This means you can generate detailed project management reports without needing to alter your financial system. This dual perspective gives office administrators comprehensive insights for better decision-making.

4. Can I use the WBS to manage all types of projects in the same way? 

   While the WBS is broadly applicable, its implementation can vary. For Financial Assistance projects, you directly assign WBS definitions within the system. However, for Laboratory Projects, the WBS in PM Bridge is read-only because these values are managed externally in the Laboratory Portfolio (LP) system, ensuring integration with lab-specific data.

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