Page 27 - Unanet AE: Using Project Management

In this example, the project is Empire State Building, the phase is Schematic Design,
and the task is CAD Work. A hyphen is used as the delimiter.

Parent-Child
Nodes can have parents and children. For instance, CAD Work has an immediate
parent called Schematic Design but no children. Schematic Design has an immediate
parent called Empire State Building and two immediate children called CAD
Work and Research. The use of the word immediate means adjacent to. In other
words Empire State Building is a non-immediate parent to CAD Work since it is related
to CAD Work indirectly through Schematic Design.

Level
The relative position of a node to the beginning of the tree is called the level. In the
above example, 9801 is on level one, phases 10, 20, and 30 are on level two. All other
nodes are on level three.

Levels can be labeled so we can refer to them in real world terms such as project,
phase, and task.

Project Template vs WBS Template
Project Templates and WBS Templates help expedite the creation and configuration of
project records. WBS Templates are reusable project structures that can be applied to a
project record. Project Templates can include project structure as well as other
dimensions of project configuration such as budgets, contracts, members, billing
settings, etc. A Project Template can used to create a new project in the Desktop and
Web. Currently, WBS Templates are only supported in the Desktop.

Activity 1.6 – Create a WBS

In this activity, you will create a WBS.

Activity Steps

Desktop
1. Navigate to Project Management > Project Planning. The Project Planning
applet opens.
2. Type PN0005 in the Search field.
3. Press Enter. The Project Planning applet populates with information for New
Building.

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