Create the program WBS from the common WBS

The program WBS provides the framework for specifying the work necessary to achieve the objectives of a program. The levels of the program WBS are related to the system requirements and conform to the product-oriented family tree. The detailed technical objectives are defined, and the scope of work is determined for each WBS element. Work packages are assigned to each WBS work package. The resources, materials, and processes required for attaining the objectives of each work package are added incrementally. This process allows all items to be traced to the same WBS element. The linkage between the requirements specification, the WBS, the integrated master schedule (IMS), and the integrated master plan (IMP) provides insights into the relationship between cost, schedule, and performance.

The program WBS can be authored by cloning a configured version of the common WBS, using a set of characteristics applicable for that program. After the program WBS is created, you can update it to match the needs of the program without affecting the common WBS library.

The terms Program WBS and Project WBS are used interchangeably and are represented by the same object. The business object for the top node of the program WBS is the WBS Root Element.

To create the program WBS from the common WBS, do the following:

Procedure

1. Open the program, click the Overview tab, and then click Add To from the work area toolbar of the Work Breakdown Structure section.

   The Add WBS Root Element panel is displayed.

2. Enter the name and optional description of the WBS root element and then click Add. The system generates the ID and revision but you can modify these if required.

   Select Common WBS if you want to create a common WBS to be used as a template for several WBSs.

   The WBS is based on a program OBS, which you select from the list.

   The system creates the new WBS root element.

3. Use the Advanced search to find the common WBS. A pre-configured query called Find WBS Root is provided for this.

4. Open the common WBS and choose Configure from the results panel toolbar to apply configuration filters, for example, a variant rule.

   When applying the variant rule, clear the Show Excluded By Variants option under the Configure command.

   The configured WBS is displayed.

5. Choose Clone WBS Root from the results panel toolbar.

   The Clone WBS Root panel is displayed.

6. In the results panel showing the structure, select any WBS elements you do not want to copy to the project WBS, right-click, and choose Remove.

   If you remove an element by mistake, right-click and choose Undo.

   After removing the unnecessary elements, click Clone.

7. Make the following selections in the Clone WBS Root panel and then click Clone:

   • In the Target WBS Root field, select the required program WBS root revision from the list. The list consists of all the WBS root revisions containing no structure and for which you have write access.

   • If applicable, select Check for Duplicate WBS Number. If selected, IPP&E validates that the configured common WBS that represents the program WBS does not contain more than one WBS element with the same WBS number. This selection is the default for creating the program WBS.

   • Select Run in Background to run the program WBS creation process in the background while you continue working. If selected, you must perform the Do Task in your worklist to complete the cloning process.

   • If applicable, select Create Program OBS. This creates a new program OBS that is then set on the target WBS root. If not selected, the original program OBS value from the source WBS root is retained on the target WBS root.

   • In the Related Structure section, you can view all the top nodes of the structures (for example, requirements, physical, and logical) related to the common WBS root. Choose one of these cloning options for the related structures:

     • Clone — The related structure hierarchy is evaluated at the common work breakdown structure root level. New related structure objects (such as Requirement Specification or Product Structure) are created in the target WBS context. The top-level related structure is associated with the target WBS root. For each child target WBS element, the corresponding child related structure elements are related as Related Data, maintaining the hierarchical relationships from the source common work breakdown structure.
     • Ignore — Allows you to ignore the related data. This option removes the links between WBS elements and the corresponding nodes in the selected related structures.
     • Reference — No new related structure objects are created. Target WBS elements reference the same related structure objects as the common work breakdown structure. For each child target PWBS element, references are inherited as available in the common work breakdown structure, maintaining relationships in reference mode.
     • Reuse Existing Structure to relate — Allows you to select an existing related structure from a list of available structures. Use when the related structures were cloned before creating the program WBS. Links corresponding to the common WBS links are created between the program WBS elements and the corresponding nodes in the selected related structures.

   Note: The selected cloning option applies to all related structure types, including Requirement Specification, Product Structure (TLA), Design Structure (physical and logical), and other related data. When Clone is selected, new objects are created for all related structure types at the root level, and child relationships are established for corresponding child WBS elements. When Reference is selected, all related structure types are referenced from the source CWBS without creating new objects.

IPP&E creates the program WBS. You can then view the program WBS, the related IMP, and other structures.