Content

WBS - Work Breakdown Structure

IssuesProjectTasksVisualizationWbs

How to use WBS - Work Breakdown Structure

The video tutorial#2
What is WBS - Work Breakdown Structure
Who does WBS help?
How to get WBS for Easy Redmine and Redmine
Installation and update of WBS for generic Redmine
Mind maps like visualization of the projects, issues, and sub-issues
Drag & drop sorting of issues and projects
Update tasks with inline editing menu
Bulk edit of tasks
Creation of issues/tasks from the mind map
Visualize tasks using different properties
Highlight the tasks with particular attributes
How to display relations on the mind map
Transfer to PDF and print your WBS
Familiar keyboard shortcuts from other mind map tools
Zoom-out and zoom-in
Cut, copy and paste
Step back button
Show/hide icons
Roles and permissions
Corner situations
Server requirements

 

What is WBS - Work Breakdown Structure

WBS - Work Breakdown Structure is a fundamental project management technique of decomposition of the project into deliverable parts (easily manageable components). Work Breakdown Structure visualizes projects, issues, and sub-issues in mind map-like view - showing decomposition of the work to be executed by the project team. WBS provides the necessary framework for detailed guidance for schedule development and control. It further enables you to manage projects and issues using easy drag & drop while having the clearest possible visualization of the whole project. In WBS you can create project tasks while seeing the structure of the whole project. To use CBS - Cost Breakdown Structure, you need to have installed both WBS and Budgets plugins and have them activated on a project.

 

Who does WBS help

WBS plugin brings an essential project management technique of project decomposition. All project managers can thus manage projects in smarter and more efficient way.


WBS is intended to be used mostly by:

  • Project Managers
  • Line Managers
  • IT Managers
  • Small Business Owners
  • Project Portfolio Managers
  • HR Managers

What are the main benefits of WBS technique and project visualization:

  • effective project planning thanks to drag'n'drop features and clear visualization
  • easier project management thanks to the visual user interface
  • easier orientation thanks to the hierarchical structure of projects
  • saves your time and much more

 

How to get WBS for Easy Redmine and Redmine

Both for Easy Redmine and Redmine 3.2+, WBS is available as a separate plugin to purchase via Client zone. Redmine users can download their trial version of WBS from here.

 

Installation and update of WBS for generic Redmine

Installation of Easy WBS FREE

Do NOT install plugins as a ROOT user
Copy unziped plugin directory into REDMINE_ROOT/plugins
Run $ bundle install
Run $ rake db:migrate RAILS_ENV=production
Run $ rake redmine:plugins:migrate RAILS_ENV=production

Upgrade from Easy WBS FREE to WBS PRO

DELETE Easy WBS Free Plugin in your plugins folder (rm -r REDMINE_ROOT/plugins/easy_wbs) and unpack new plugin there.

Afterward, run bundle install and migrations (rake redmine:plugins:migrate) in REDMINE_ROOT and restart your app server.

Installation of Easy WBS PRO

Do NOT install plugins as a ROOT user
Copy unziped plugin directory into REDMINE_ROOT/plugins
Run $ bundle install
Run $ rake db:migrate RAILS_ENV=production
Run $ rake redmine:plugins:migrate RAILS_ENV=production

Upgrade of Easy WBS PRO

DELETE all Easy WBS PRO plugins in your plugins folder (rm -r REDMINE_ROOT/plugins/easy_wbs) and unpack new plugins there.

Afterward, run bundle install and migrations (rake redmine:plugins:migrate) in REDMINE_ROOT and restart your app server.

Requirements for successful installation

  • Redmine version: 3.2+
  • Ruby version: 2.1+ (recommended 2.3.)
  • Database type: MySQL (recommended), PostgreSQL

Follow installation procedure in #install. Verify whether the installation log doesn't contain any errors. If it does, try to solve it according to the description, or contact support@easyredmine.com with the error section of the log attached.

Installation on Bitnami

Bitnami is not tested nor guaranteed. If the installation fails, run manually:

$ bundle update
$ rake db:migrate
$ rake redmine:plugins:migrate

For proper working of WBS plugin, REST API must be enabled in More: Administration: Settings: API: Enable REST web service. The plugin uses this API to communicate with the server.

Easy Redmine 2018 WBS 01.jpg

System activation in Easy Redmine

To activate WBS plugin on the system basis or try it for free for 30 days, go to More > Administration > Plugins > Other > Easy WBS plugin. From here you can also deactivate the plugin if needed.

Easy Redmine 2018 WBS 02.jpg

WBS activation on a project

To activate WBS plugin on a project, go to particular project's Settings > Modules > tick the checkbox Easy WBS > Save. Immediately after, WBS tab will appear in project top menu.

Easy Redmine 2018 WBS 03.jpg

After clicking on WBS tab, you can start working with work breakdown structure.

 

Mind maps like visualization of the projects, issues, and sub-issues

Work Breakdown Structure visualizes projects, issues, and sub-issues in mind map-like view - showing decomposition of the work to be executed by the project team.

Easy Redmine 2018 WBS 04.jpg

This is how it looks in basic Redmine just for comparison.

Easy Redmine 2018 WBS 05.jpg

 

Drag & drop sorting of issues and projects

Drag an issue/task or project with your left mouse button and drop it wherever you need for a better clarity. Moreover, by clicking on One side button on the upper right corner, the entire tree structure will move on the right side only. By clicking on it again, it will return back. Moreover, using drag'n'drop functionality you can easily move subtasks between parent tasks.

Thanks to an auto-positioning feature indicated by a black arrow when moving a task, the task neatly aligns between others in the branch so they all have the same spaces around and the mind map looks appealing and well organized.

Easy Redmine 2018 WBS 06.jpg

 

Update tasks with inline editing menu

Would you like to quickly update tasks without leaving your WBS working space? Have all the task options available just one click away? Then Inline Editing Menu is for you. Just right-click on any project, task or sub-task and choose to change the tracker, priority, status etc. Using inline editing you can also easily expand the task, add a child, sibling or parent and delete the task. What's more, you can select multiple tasks at once (by pressing Shift button while clicking with left mouse button) and edit them together via the inline menu.

Easy Redmine 2018 WBS 07.jpg

 

Bulk edit of tasks

You can edit two or more tasks in bulk just by pressing SHIFT/CTRL key + use left mouse button to select all the tasks you need to update. While still holding the key, click right mouse button on one of them and perform the update from the inline menu.

 

Creation of issues/tasks from the mind map

To create a new issue/task, click on some existing issue/task with the right mouse button and add a new child, sibling or parent.

Easy Redmine 2018 WBS 08.jpg

 

Visualize tasks using different properties

Would you like to open your WBS and instantly see which tasks require your attention? Or quickly know which tasks still need to be finished? That can be easily done with Easy WBS Pro coloring options according to a variety of Task properties. Visualize them according to priority, and see which tasks require your attention, or visualize them according to a user, and see who is responsible for which tasks. Choose a color by tracker, % Done, Priority, Status, Assignee or Milestone in the top left menu.

Easy Redmine 2018 WBS 09.jpg

Easy Redmine 2018 WBS 10.jpg

Or see which tasks still need to be done for the soon approaching milestone. Easily visualize your WBS with priority, a percentage of work done, status, assignee, and milestones using simple drop-down menu.

Easy Redmine 2018 WBS 11.jpg

 

Highlight the tasks with particular attributes

Are you tired of seeing all the tasks of a project at once? Then you appreciate the opportunity to highlight only those you currently need to work with. In the legend on the left side, you can select the particular attributes by clicking on them with the left mouse button, thus highlighting the respective tasks on the mind map. The other tasks fade away unless you highlight them by selecting their particular attributes too. In the below example, you see only the tasks with four selected trackers are highlighted. The same feature works with any other attribute such as % Done, Priority, Status, Assignee or Milestone.

Easy Redmine 2018 WBS 12.jpg

 

How to display relations on the mind map

To show links (relations) between nodes (tasks), click on the "Show links" button among main controls. When pushed, relations are shown on the mind map as green lines between nodes. By clicking on any relation with the left mouse button, a tooltip appears showing the information about the type of relation (such as precedes, following etc.).

Easy Redmine 2018 WBS 13.jpg

 

Transfer to PDF and print your WBS

Would you like to print out your project WBS and share it with everyone? Have a hard copy to give out at the meeting and put it on your wall? With Easy WBS Pro you can quickly export any WBS into PDF format and print it. Just click on the "Export" button in the top left menu.

Easy Redmine 2018 WBS 14.jpg

 

Familiar keyboard shortcuts from other mind map tools

There is a complete list of keyboard shortcuts accessible by clicking on Hotkeys button within the legend in the upper left corner (legend must be enabled).

Easy Redmine 2018 WBS 15.jpg

 

Zoom-out and zoom-in

Zoom in or zoom our your WBS using the magnifier icons in the upper left corner. The icon without symbol resets the zoom to the default level.

 

Cut, copy and paste

Cut, copy and paste are related to quick transferring of tasks on a mind map. The cut command (press the button or Ctrl + X) removes a selected task(s) including all its subtasks from its original position, while the copy command (press the button or Ctrl + C) creates a duplicate of a selected task(s) including all its subtasks; in both cases the selected task(s) is kept in a temporary place called the clipboard. The tasks(s) in the clipboard is later inserted in the position where the paste command (press the button or Ctrl + V) is issued.

 

Step back button

When you accidentally do anything wrong, simply take back the unlimited number of steps you have done just by clicking the "Undo" button among the main controls. To go one step ahead, click on "Redo" button.

 

Show/hide icons

To show and hide icons on the mind map, just click on the "Icons" icon among basic controls at the top right.

 

Roles and permissions

In More: Administration: Roles and permissions: Easy WBS you can decide which user roles have the permissions to view and edit WBS. Please note that "edit WBS" permission alone does not allow the user to edit tasks displayed in WBS plugin but only edit WBS mind map itself such as settings and visualization options. Also, please note that users without permission "view WBS" are not able to edit WBS even when they have the permission to edit it, just because they are not allowed to see it.

Easy Redmine 2018 WBS 16.jpg

To allow users edit tasks shown in WBS mind map, they need to have the permission called "Edit tasks", which can be found in the Task tracking section of Roles and permissions.

Easy Redmine 2018 WBS 17.jpg

 

Corner situations

  • When using WBS in a project tree (showing subprojects), a user needs to be aware when moving tasks between projects - if you move a task into a project where module Task tracking is disabled, the task will not be reachable and will seemingly disappear.
  • Undo button does not work for changes made from inline editing.
  • If you want to move a task, you must not go out with a task outside the visible WBS map, otherwise, the move jumps back to its original position. If you need to attach a task to another task that is outside the visible WBS map, press CTRL key when holding the task to anchor the map to your mouse cursor and drag it over as you need.
  • Cross-project parent-child relations are not recommended to use in WBS as it may cause some unwanted changes, such as spontaneous moving a task from one project to another.
  • When moving a task with a particular tracker into another project that does not allow this tracker in the project settings, the tracker of the task will be changed automatically to the first allowed one in the list.
  • If you copy a task that contains a checklist, this checklist will not be copied in WBS. If you need to copy a task including the checklist, just do so from the task detail window, not in WBS.
  • When creating a task with a distributed tracker via WBS, it is not possible to save it. Application error: "Task could not be created: Assignee and estimated time of distributed tasks cannot be blank." If you need to create a task with a distributed tracker, just do so via "New task button", not in WBS. To find out what is a distributed tracker, check here.

 

Server requirements

Only Ruby 2.1+ is supported.

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