GovCon: Work Breakdown Structure (WBS) Register
The Work Breakdown Structure (WBS) register is a standardized register for creating and managing the Work Breakdown Structure, ensuring full traceability across budget, contractual, and organizational dimensions.
Toggles
Feature Toggle(s) | Permanent Toggle(s) |
| AlternativeHierarchies |
?️ Configuration (Admin)
Administration > System > My Installation > Features
Ensure GovCon is checked and click Update
If not already created, an Element of Cost dropdown is required. To set it up:
Navigate to Administration > Smart Forms > Dropdown List.
Click Add, enter Element of Cost as the name, set Area to All, and click Save.
Click the # hyperlink next to the new entry to add your dropdown values.
Once finished, click Save.
Setting up Register
Navigate to Administration > Configuration > Project Registers.
By clicking the GovCon feature under My Installation, the register, its fields, and corresponding dropdown lists are automatically created.
Under Fields, both standard and additional WBS system fields will be displayed. The system fields specific to the WBS register are listed below.
Suggested Configuration
Make CLIN Segment a Register Attribute to support a better User Experience.
This UX designed will be enhanced in a future release.
Field Name | Type | Req'd | Source | Group Name |
WBS Number | Hierarchy | Y | Hierarchy field type | WBS |
WBS Type | Single select custom list | Y | Dropdown List: WBS Type | WBS |
WBS Code | Single select custom list | Y | Dropdown List: WBS Code | WBS |
Description | Text | Y | existing out of box field | WBS |
CLIN Segment | Single select reference dropdown type | Y | Source: CLIN Register. Register field: Segment | WBS |
CLIN Reference Number | Single select reference dropdown type | Y | Source: CLIN Register. Register field: Reference Number | WBS |
Assign Actuals (Y/N) | Yes/No | Y | Yes/No | WBS |
Assign Budget (Y/N) | Yes/No | Y | Yes/No | WBS |
Budget Amount | Numeric | Y | open field | WBS |
OBS | Single select reference dropdown type | N | Source: OBS Register. Register field: OBS Code | WBS |
Charge Number | Text | N | Display Height: 1 | WBS |
CAM | Single select user list | N | user dropdown list for now | WBS |
EOC | Single select custom list | N | From Account Codes. Droopdown selected in the Element of Cost list: under Admin | Financials | Codes | Account Config tab. | WBS |
EVT | Single select custom list | N | Dropdown List: WBS EVT | WBS |
Parent ID | Single select register record | N | existing out of box field | WBS |
WBS Dictionary | Text | N | Display Height: 2 | WBS |
Task Link | Single select task list | N | list of tasks on the current project | WBS |
Raised By | Single select user list | Y | existing out of box field | Details |
Raised Date | Date | Y | existing out of box field | Details |
Owned By | Single select user list | N | existing out of box field | Details |
Target Date | Date | N | existing out of box field | Details |
Status | Single select custom list | Y | existing out of box field | Details |
Last Date Updated | Date | N | existing out of box field | Details |
Order | Numeric | N | existing out of box field | Details |
Level | Calculated Field (Integer) | N | existing out of box field | Details |
Budget Amount field set Allow Change = No. Budget field is updated based on the Planned Cost field on Gantt to the linked tasks upon 1) approved project baseline and/or 2) applied Baseline Change Control.
Configuration Suggestion: add an Estimated Amount that end user can populate as guidance until PMB is captured.
Additional fields can be added per the customers requirements.
Once completed, click Save.
Note: The dropdown list for system WBS fields is prepopulated and required. However, Admins can modify existing values or add new ones as needed.
WBS Type | WBS Code | WBS EVT |
Summary (SUM) | SUM | XX/YY |
Control Account (CA) | CA | 0/100 |
Work Package (WP) | WP | 50/50 |
Planning Package (PP) | PP | Level of Effort |
Summary Level Planning Package (SLPP) | SLPP | Apportioned Effort |
Incremental Milestone | ||
Percent Complete with QBD | ||
Percentage Complete | ||
Units Complete | ||
Program Evaluation Review Technique (PERT) Cost Formula | ||
No Earned Value |
Reminder: Be sure to add your new register to the project tool bar.
Configuration Suggestion: Enable the ability to “Include in Copy Project” for users to be able to copy this register content from one project to another.
Work Breakdown Structure Register is built on Cora's native Register functionality. See the general Register articles for further capabilities.
? Items to be aware of (Gotchas!)
Item | Admin, End User, or Both |
|---|---|
Earned Value Management - WBS Register is required for EVM. | Both |
WBS Register references the OBS Register & Contract Line Register, therefore both are required and need to be created before the WBS Register. | Both |
An APPROVED Project Baseline is required for WBS register as it update the Budget Amount field. | Admin |
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