Effective Work Breakdown Structures in SuiteProjects Pro
Are you struggling to structure your projects in SuiteProjects Pro in a way that works for everyone, from the PMO, to the time enterer, to finance?
Watch this Power Up Series video, where we break down best practices for building effective work breakdown structures (WBS). Getting your WBS right is key to timesheet accuracy, clean reporting, and smooth invoicing, whether your projects are simple or highly complex.
Key Takeaways:
- Learn how to balance timesheet accuracy with project planning detail
- Discover how project templates with tasks, phases, generic resources, and bookings can speed up new project setup
- Understand how to structure phases and tasks, including phases within phases, for projects of any complexity
- Explore best practices for isolating milestones that trigger fixed-fee billing events
- Learn your options for driving project plan dates through bookings, hard-coded dates, or predecessor relationships
- Find out how to limit task visibility on timesheets without disrupting downstream reporting
Don’t let a poorly structured WBS create timesheet headaches or reporting gaps. Whether you’re managing simple projects or complex, multi-phase engagements, this Power Up Series video will give you the framework to build a WBS that works for your PMO, your resources, and your finance team. Join us to make sure your work breakdown structures set your projects up for success.
Have not had a chance to watch the video yet? You can watch it here.
Frequently Asked Questions
What are the key considerations when determining the complexity of the work breakdown structure?
It is important to balance time entry accuracy versus project planning requirements as well as reporting requirements both internally and client needs.
What's best practice when organizing work breakdown structures using phases?
It is recommended to have a parent phase whereby all other phases and tasks roll up. This allows for streamlined views and copying work breakdown structures from one project to another
Other than copying phases, what are the other options to standardize work breakdown structures?
Using templates within SuiteProjects Pro, project work breakdown structures can be standardized based on different project types.
