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| <title>Develop a Work Breakdown Structure</title> |
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| <h1 class="topictitle1">Develop a Work Breakdown Structure</h1> |
| <div><div class="p">A work breakdown structure is a hierarchical breakdown of work, such |
| as activities, tasks, and steps, defining a process. <p>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.</p> |
| </div> |
| <div class="section">To develop a work breakdown structure:</div> |
| <ol><li class="stepexpand"><span>To access the work breakdown structure editor, select the <strong>Work |
| Breakdown Structure</strong> tab in a process editor.</span> <div class="note"><span class="notetitle">Note:</span> A breakdown |
| structure is created with breakdown elements. Examples of breakdown elements |
| are <a href="phase.html#phase">Phase</a>, <a href="iteration.html#iteration">Iteration</a>, <a href="activity.html#activity">Activity</a>, |
| 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.</div> |
| </li> |
| <li class="stepexpand"><span>Right click the element (either a <a href="capabilitypattern.html#capabilitypattern">Capability Pattern</a> or <a href="deliveryprocess.html#deliveryprocess">Delivery Process</a>) to which you want to add structure, and then click <strong>New |
| Child > Activity</strong> to create the new activity. If needed, create more activities |
| to set up your breakdown structure. Activities (as well as phases and iterations) |
| can be nested inside each other according to how each relates in the hierarchy.</span></li> |
| <li class="stepexpand"><span>Right click the activity and then select <strong>Properties</strong> to open |
| the Properties view. Complete the information under the Documentation tab |
| for the activity. This information appears in the published Web page for the |
| activity.</span></li> |
| <li class="stepexpand"><span>Review the list of tasks in the configuration view to see which |
| tasks are available.</span></li> |
| <li class="stepexpand"><span>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.</span></li> |
| <li class="stepexpand"><span>If the properties view for the activity is not displayed, select |
| the task in the work breakdown structure editor, right click, and then select <strong>Properties</strong>. |
| Click the <strong>Documentation</strong> tab and then 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 the <strong>Add...</strong> button, |
| or connect your task descriptor with tasks already present in this activity. |
| For more information, see <a href="processelementpropertiesview.html#processelementpropertiesview">Process Element Properties View</a>.</span></li> |
| <li class="stepexpand"><span>Continue adding tasks to the activity or activities.</span></li> |
| </ol> |
| <div class="section">You can preview what your process will look like in a published Web |
| site at any time by switching to the <a href="browsingperspective.html#browingperspective">Browsing Perspective</a> and then selecting the process, or an activity in the |
| process, in the <a href="configurationview.html">Configuration View</a>. You can use the |
| links on the page to navigate through the process. Switch back to the <a href="authoringperspective.html#authoringperspective">Authoring Perspective</a> to |
| continue editing your process.</div> |
| </div> |
| <div><div class="reltasks"><strong>Related tasks</strong><br /> |
| <div><a href="developateamallocationstructure.html#developateamallocationstructure">Develop a Team Allocation Structure</a></div> |
| <div><a href="developaworkproductusagestructure.html#developaworkproductusagestructure">Develop a Work Product Usage Structure</a></div> |
| </div> |
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