Create a Work Breakdown Structure for a New Project

You can create a work breakdown structure (WBS) when you create a new project.

If you create a new project from an existing record, the new project inherits the existing WBS structure. Each project can have multiple phases and each phase can have multiple tasks.

To create a WBS for a new project, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Projects.
2. On the Project Info Center form, click New and select New Project. Vision opens a blank project record.
3. Enter the projects information and click Save.
4. Click New and select New Phase. Vision opens a new phase record that is based on data from the project record.
5. On the General tab, enter a unique name and number for the phase, enter the rest of the phase information, and then click Save.
6. Click New and select New Task. Vision opens a new task record that is based on data from the project and phase records.
7. On the General tab, enter a unique name and number for the task, enter the rest of the task information, and then click Save.

Continue to add phases and tasks until you complete the WBS.