WBS General Detail Window of the Activities Page

Overview

Use this detail window to configure general information about the activity or WBS.

Note: To view WBS detail windows, group your view by all levels of the WBS.

Screen Elements

Customize View

Opens the Customize View dialog box.

General detail window columns

Only the default fields that appear as columns in the General detail window when a WBS is selected are described below.

WBS Code field

The unique identifier of the WBS.

WBS Name field

The name of the WBS element.

Anticipated Start field

The expected start date of the project, EPS node, or WBS level used during the planning phase. This date is manually entered and is not affected by scheduling.

If there are no children elements, the anticipated start is the start date listed for the item in the table.

The Anticipated Start date is used as the Start date if there are no activities assigned to the project or WBS.

Anticipated Finish field

The expected finish date of the project, EPS node, or WBS level used during the planning phase. This date is manually entered and is not affected by scheduling.

If there are no children elements, the anticipated finish is the finish date listed for the item in the table.

The Anticipated Finish date is used as the Finish date if there are no activities assigned to the project or WBS.

Responsible Manager field

The organizational breakdown structure (OBS) responsible for completion of the WBS tasks.

Project Status list

The current state of the project or WBS element. For activities, this field reflects the current state of its parent WBS or project. The status type determines how project, WBS, activity, and resource assignment data are handled by applications within P6 EPPM.

The status you assign to a project automatically applies to all its WBS elements and their activities. By default, when you create and save a new WBS, it automatically inherits the Project Status value of its parent WBS or project; however, subject to certain logical constraints, you can change the individual status of a WBS. For example, within an Active project you can designate WBS elements that are Active, Inactive, and Planned. The following status values can appear in this field:

Active: This is the default setting for new projects. Use this status to reflect actual authorized WBS or project work at your organization. When you designate a project as Active, P6 Team Member Web timesheet users can view all activities included in its active WBS elements. Depending on their timesheet privileges, users may also be able to assign themselves to and perform work on activities that are included in an active WBS element.

Inactive: Use this status to designate a WBS or project that is on hold, terminated, or no longer active. Select the Resources can view activities from an inactive project option on the Team Member page of the Project Preferences dialog box to allow P6 Team Member Web timesheet users to view, but not edit, activities that are included in an inactive WBS element or project.

Planned: Use this status to designate a project or WBS that is in its planning phase. If a WBS element's status is Planned, P6 Team Member Web timesheet users cannot view any of its activities. This prevents P6 Team Member Web timesheet users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active.

What If: This status can only be designated at the project level. Use this status to designate a project is only being considered or is undergoing analysis before establishing a more defined project schedule. When a project's status is What If, P6 Team Member Web timesheet users cannot view any of its activities. This prevents P6 Team Member Web timesheet users from assigning themselves to and performing work on unauthorized activities not yet officially designated Active.

Reflection projects created in P6 Professional appear in P6 as What If projects.

Requested: This status is set automatically for projects associated with certain types of project initiation and project request workflows.

Template: This status appears in this field only for template projects or for a WBS element that belongs to a template project. This status is set by P6; you cannot directly set this value.

Original Budget field

The estimate of the total amount you require for the selected WBS, including all contributed funds.

WBS Category field

The category of the selected WBS.

Use this category to organize, filter, and report WBS information in all projects. The category applies to this WBS in all projects to which the WBS item is assigned.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities.
Select a WBS and click the General detail window.

Related Topics