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Creating a WBS


Here we show you how to identify the tasks required for completing a project and to display them in WBS format.

Creating a version

If you already know the tasks that are required for the project, you can create a version.

  1. Right-click on the project.
  2. Select Add ⇒ Version.
  3. Double-click on Project / Version / Issue of the version you have created.
  4. Enter the version name.
  5. Click Save on the operations toolbar. 

If you have trouble creating a WBS

If nothing happens when you try to Add ⇒ Version, it may be that the WBS Gantt-Chart settings do not allow the creation of a new version.

Creating an issue

Create an issue for a Jira issue as follows:

  1. Right-click the task (project, version, or issue).
  2. Select Menu:
    1. If you want to create an issue on the same node, select Copy and paste;
    2. If you want to create a successor issue on the same node, select Add ⇒ Successor issue;
    3. If you want to create an issue on a child node, select Add ⇒ Child issue.
  3. Double-click on Project / Version / Issue of the issue you have created.
  4. Enter the issue name.
  5. Click Save on the operations toolbar.

Next, you will learn how to create a plan.



If you have any questions please feel free to ask a member of the Ricksoft community!