Escolar Documentos
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Microsoft Project
ACaseforaCustomOutlineCodeField
JimAksel,PMP,PMISP
ProjectPMO
jim@ProjectPMO.com
(714)3123120
MicrosoftProjectcontainsWorkBreakdownStructure(WBS)andanOutlineCodefieldintheoutofthe
boxconfiguration.Thecodeshavesomegreatfeaturesandareveryusefulinmanycircumstances.The
Microsoftdocumentationandhelponthesefeaturesiswelldocumentedonline.Oneofthedrawbacks
ofthesecodesistheytendtochangewhenitemsaremovedaroundwithintheschedulemodel,or,they
canbeeasilyrenumbered.Inmostcases,however,astaticWBSmeetingtheapprovedrequirementsof
anexternalstakeholderisnecessary.AStaticWBSiseasilyimplementedinMicrosoftProjectusingone
oftheCustomOutlineCodefields;thispaperisahowto.
ManycontractsrequiretheuseofafixedWBS,theUnitedStatesDepartmentofDefenseroutinely
requiresdevelopmentcontractstobealignwithpublishedWBSStandardssuchasMILSTD881:
DEPARTMENTOFDEFENSESTANDARDPRACTICEWORKBREAKDOWNSTRUCTURESFORDEFENSE
MATERIELITEMS.Forthepurposeofthisexercise,IwillextractAppendixAfromthestandardand
createaWBSinMicrosoftProject.AportionoftheMILSTD881CAppendixA(AircraftSystem)isshown
below;thereisnoneedtofretoverthedetails,justexaminethelevelsofindenture:
Itwouldbeanacademicexercisetomakeatemplatebysimplytypingeachofthesedocumentsinto
MicrosoftProject,anyonecandothatwithafreecopyofthestandardinPDFFormat,andcopy/paste.If
youneedaMicrosoftProjectSchedulemodelinWBSformat,IencourageyoutodoexactlywhatIjust
described.
However,manycontractsarenowgettingawayfromadeliverablesbasedformatandatrendingmore
towardaprocessdrivenIntegratedMasterPlan(Schedule)model.Otherprogramsarewantingtosee
schedulemodelsdevelopedmoreinalignmentwithaPrimaryWorkStatement(orStatementofWork).
Insteadofemphasisonthespecificenditemstobemanufacturedanddelivered,ProgramManagement
isnowtakingamorekeeninterestinHowoverWhatinmanagingtheprogram.Assuch,
stakeholdersaremoreinterestedingettingthereandwanttoknowthestepsnecessarytogettoa
PreliminaryDesign,andwhatisthepathweneedtofollowtoauthorizeManufacturingtostart?The
samecanbesaidforsoftwaredevelopment.Inthesecases,itismoreadvantageoustodevelopa
schedulemodelbasedonProcessoverphysicaldeliverables.ButhowdoIassignaWBStoschedule
modelactivitieswhenitwillnotrollupbyWBSorotherrequirement?
IfaWBSdescribesthephysicaldeliverablesofacontract(LandingGear,Wings,Fuselage,Propulsion
System),thenhowamItomakeaschedulemodelthatwillproperlyrollupallelementsofLanding
GearwhenImustalsoshowmyschedulemodelasaprocessproceedingfromrequirementsgathering,
systemrequirementsreview,conceptualdesign,preliminarydesign,detaildesign,releaseto
manufacturing,assembly,test,integration,flighttest,andfinaldelivery?
Yes,itispossibletoputeachofthetopicsfromthepreviousparagraphmultipletimesintotheschedule
model(thatis,onceforeachdeliverableitemoftheWBS).Whenwedothingsthatway,wefindpieces
ofpreliminarydesignscatteredthroughouttheschedule.Wearenotabletoeasilyanswerquestions
likewhenwillthe(entire)preliminarydesignbecompleted?withoutlookingthroughtheentire
schedulemodel.So,wehaveapushtopresenttheschedulemodelinaprocessbasedformat.
Conversely,ifwemaintaintheschedulemodelpurelyinphysicaldeliverableWBSformat,wehavethe
reciprocalchallengetoplaceeachprocesselementbeloweachWBSelement.
IntheCustomFieldDialogBox,selectoneoftheCustomOutlineCodeFields,IselectedOutlineCode1:
OncethedesiredOutlineCodeisselected,clickonLookuptorevealtheinputmenu:
Aninputtablewillappearinthemiddleofthescreen;Ihavecroppedtheemptytableouthere,because
itisnotquitetimeforthatyet.Youwillneedtodecidewhattypeofinputmaskshouldbeappliedto
thenewWBS.Shoulditbenumericonly?ShouldIallowleadingzerosinthenumberschema?Are
alphabeticcharactersallowedinfixedormixedcase?Mostimporatantly,howmanylevelsshouldbe
allowedintheWBShierarchy?Letsdecideonfourlevelsthatmustbeoftwodigitseach.SoourWBS
willgofrom00.00.00.00to99.99.99.99andwillalwayshavetwodigitforeachlevel.SelecttheEdit
Maskbuttonandfillinlikebelow:
SincewerequireexactlytwodigitsineachleveloftheWBS,wewillautomaticallygetleadingzeros(if
needed)whencreatingthedetails.SelectOK.
WhatIdidwastakeacopyofthespecificWBSandcopieditdirectlytomyclipboardfromthePDFcopy
oftheWBSIwantedtouse.MakecertaintherearenoblanklinesandtheentireWBSisexpanded(for
example,ifyouarecopyingfromExcel).
Whenalltheitemsarepastedintothelookuptable,youwillneedtoestablishappropriateentriesinthe
Valuessideofthetable.Inthiscase,werequirenumeralsoftwodigitswidth.Followingthescreen
shotfromabove,hereiswhatwehave(noticetherederrorsaregone):
Youadjustthelevelofindenturefortheentriesusingthegreenarrowkeysontheform.
YounowhaveaWBSStructureembeddedintoaMicrosoftProjectfile.
TheWBScanbetoanyreasonablelevelofindentureaslongasitisatleastasdeepasthereporting
requirements.WhenassigningWBSelementstoindividualtaskelementsintheschedulemodel,itis
importanttoonlyselectWBSelementsthatareatorbelowtherequiredlevelofreporting.IftheWBS
inMicrosoftProjectisonlydowntothereportinglevel,MicrosoftProjectmakesenforcingthisconcept
easybyexpandingtheDataentryoptionsontheEditLookupTabledialogandforcetheassignments
onlytobeatthelowestleveloftheWBS.Additionally,itisusuallyconvenienttoprecludetheuserfrom
allowingnewentriesintheWBSbyleavingtheappropriatecheckboxunselected.Keepinmindthisisa
falsesenseofsecuritysincethereisnowaytoprecludeusersfromchangingthesesettings.
WecanorganizethistotheWBSviewintwomouseclicks:
1. ClickonthedownarrownexttoOutlineCode1
2. ClickonGrouponthisfield
TheresultisaniceorderedWBSlayout,seethenexttwofigures:
Andhereitiswithallthedetailedtasksdisplayed:
Thereareadvantagestothistypeofgroupingsuchasthenewlyidentifiedsummarytaskswill
automaticallyrollupcalculationsforformuladrivenfields,dates,work,cost,etc.