A work breakdown structure is a hierarchical breakdown of work,
such as activities, tasks, and steps, defining a process.
Before creating a work breakdown structure, be sure that the configuration
selected in the tool bar is the same as the configuration selected as the
default configuration for your process.
To develop a work breakdown
structure:
- Access the work breakdown structure editor by clicking the Work
Breakdown Structure tab in a process editor.
Note: A breakdown
structure is created with breakdown elements. Examples of breakdown elements
are Phase, Iteration, Activity, or task descriptor.
Typically,
a process is created by defining its phases and iterations within or across
these phases. Phases and iterations are then further broken down into levels
of activities. Finally, you can populate a work breakdown structure's activity
with task descriptors.
- Right-click the element (either a Capability
Pattern or Delivery Process) to which you want to add structure, and
click New Child > Activity to create the new activity.
If needed, create more activities to set up your breakdown structure. Activities
(in addition to phases and iterations) can be nested inside each other according
to how each relates in the hierarchy.
- Right-click the activity and click Show Properties
View. Complete the information under the Documentation tab
for the activity. This information appears in the published Web page for the
activity.
- Review the list of tasks in the configuration view to see which
tasks are available.
- Select a task to add to the breakdown structure and then drag it
on top of the activity to which you want it to belong. The task is added as
a task descriptor to that activity.
- If the Properties view for the task is not displayed, select the
task in the work breakdown structure editor, right-click, and click Show
Properties View. Click the Documentation tab
and complete the information required under this tab. This information
appears in the published Web page for the activity. Use the tabs on the side
of the Properties view to review different aspects of the task descriptor.
In the Properties view, you can perform individual modifications of the task
descriptor, such as change the presentation name, add textual descriptions,
and change performing roles, among others. When changing the task descriptor's
relationships under the Roles or Work Products tabs, you can add new elements
from your method content by clicking Add, or connect
your task descriptor with tasks already present in this activity. For more
information, see Process Element Properties
View.
- Continue adding tasks to the activity or activities.
You can preview what your process will look like in a published Web
site at any time by switching to the
Browsing
Perspective and then selecting the process, or an activity in the process,
in the
Configuration View.
You can use the links on the page to navigate through the process. Switch
back to the
Authoring Perspective to
continue editing your process.