Comparing Uses for Work Breakdown Structure Components
Before you decide which work breakdown structure components to use, make sure that you understand the differences between these components.
Naming Conventions
The information on this page uses the Deltek default names for work breakdown structure and other elements, including "project," "phase," "task," "organization," "labor code," and "employee."
Level | Default Label | Alternate Ex. 1 | Alternate Ex. 2 |
---|---|---|---|
One | Project | Client | Matter |
Two | Phase | Engagement | Task |
Three | Task | Event | Deliverable |
Once you make naming changes, these changes flow through the Deltek user interface and the online help.
Comparison of Components
WBS Component | Used for Billing | Used for Cost and Expense Reporting | Used for Labor Budgeting | Set Firmwide |
---|---|---|---|---|
Project numbers | Yes | Yes | Yes | No
Set at the project level |
Project delimiters | Yes
Project delimiters let you break project work into sub-projects, similar to phases or tasks. The key difference is that you can bill work on an individual sub-project, but you cannot bill work on an individual phase or task. |
Yes | Yes | No |
Phases and tasks | No
You cannot bill phases or tasks individually, but you can show them separately on the project invoice. |
Yes | Yes | No
Set at the project level |
Phase or task delimiters | No
You cannot bill sub-phases or sub-tasks, but you can show them separately on the project invoice. |
Yes | Yes | No |
Labor codes | Yes
Labor codes are typically used only for internal budgeting or planning purposes. However, some enterprises choose to base labor billing amounts on labor codes. If you bill labor based on activity rather than based on employee or employee level, you may want to use labor codes. |
No | Yes
Labor codes are often used for budgeting. You cannot track expenses or costs, or attribute work to a particular project manager using labor codes. |
Yes
Labor codes are set on an enterprise-wide basis. You select from the same set of labor codes for each project. |