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WBS Tool v 1.

1 About:
WBS Tool v 1.0
Work Breakdown Structures (WBS) e hierarchy creation tool.
Developed by Antonio Berthem.

2 WBS Document Management

In order to create a new document click

2.1 Creating a new document


The new document will be created and the root element
will be displayed. You must save the document later in order to keep your changes.

2.2 Opening a document


In order to open a documento, you must click the button
displayed.

and the following screen will be

In this screen you must select from the list the document to be opened and click OK.

2.3 Saving a document


In order to save a documento, you must click the button server
in the user account.
In order to print a document, you must click the button

. All the documents are saved in the


and the following menu will be displayed.

2.4 Printing a document


The first option will adjust the print to fit only one page. The second option will split the printing in many pages if
necessary.

3 Editing the Hierarchy


A WBS is a hierarchy formed by a set of WBS elements that can have sub items organized in the form of a tree.
The following items describe how to edit the hierarchy.

3.1 Selecting WBS Elements


In order to select a WBS element, you must click over the element. A blue box around the element indicates that
the element is selected.
key down when clicking the elements or by

E3
r~ir~i

It is also possible so select many elements by keeping the ctrl


using the selection box. Finally, its possible to select all elements by clicking the button

3.2 Changing the WBS element name


In order to change the WBS element name you must double click the element or select the element and press
the F2 key. A text edit box will be displayed to change the element text.

In order to insert more than one line in the element, use Crtl + Enter. In order to end the text edit you can click
outside the element or press the Enter or ESC Keys.

3.3 Creating child elements


In order to create a sub element (child element), you must select the parent element and click the
button

The button

or press the Insert key. The element will be created and will be ready for name edition as
show in the following picture.
also works when multiple elements are selected.

3.4 Creating sibling elements


33
the
In order to create a sibling element, you must select the element and click the ------------- button or use
keys Ctrl + Insert. This option work in a similar way as the create child option but is not available for root the
WBS element.
or the

3.5 Removing Elements


In order to remove an element, you must select the element and then press the button Delete key. Once an
element is removed, all of its child elements are removed as well.

3.6 Changing element properties


Besides the element name, the following properties can be edited: Duration, Description, Resources, and
Acceptance Criteria. These properties are useful for the project deliverables documentation and
will be exported with the element when downloading to MS Word or MS Project.
. The
In order to edit the element properties, you must select the element and click the button following
screen will be shown in the right of the screen.

3.7 Changing the element appearance


In order to modify the element appearance, you must click the button
displayed in the left of the screen.

. The following screen will be

By using this screen the element font, border, margin and fill can be changed. For showing the options of each
item, you must click the item title (or the triangle)
The following sections describe the options for each visual characteristic.

3.7.1 Font
The following picture shows the element font options:

The table bellow outlines the options


Option

Description

Name:

Font Name

Size:

Font Size

Bold

Font Bold

Italic

Font Italic

Underline

Font Underlined

Color

Sets the font color

3.7.2 Border
The following picture shows the element border options:

T Brorder:

size: = ------------------------Radius: | .

=6=

Color:

The table bellow outlines the options


Option

Description

Size

Defines the border size in pixels. In order to remove the


border put 0.

Corner

Defines the corner rounding

Color

Defines the border color

3.7.3 Margin
The following picture shows the element margin options:

Option

Description

Top

Distance between the top border and the text

Bottom

Distance between the bottom border and the text

Left

Distance between the left border and the text

Right

Distance between the Right border and the text

Child Spacing (Horizontal) Horizontal distance between the element children


Child Spacing (Vertical)

Vertical distance between the element children

3.7.4 Fill
The following picture shows the element fill options:

Fill:

ClOl

Type:
Rotation:
Steps:

s...
c... [

Jtj -IDzJ

s...
c... r

Jtj P ...

s...
JtJ - JtJ
c...
The table bellow outlines the options

Option

Description

Type

Defines the fill type (linear or radial)

Rotation

Defines the linear fill angle

Colors

Defines the number of colors for the element fill. By


default the elements are created with three colors. In
order to remove the fill you must put 0 here.

Color

Defines a fill color.

Alpha

Defines the color transparency where 0 is fully


transparent and 1 is solid. A 0.5 value means 50%
transparency.

Position

The position defines where the color is placed with


regards to the fill. ).5 means the color is in the middle of
the fill.

3.8 Organizing the Hierarchy


The following options are used to organize the elements in the hierarchy. This organization must be done by
selecting the parent element and choosing one of the options bellow.
Option

Example

Horizontal organization with the connectors


in the element top.

Vertical organization with the connectors in


the element top

WBS Element
Vertical organization with the connectors in
the element left

f
-------------------X

f
-------------------N

4 WBS Download

In order to download the WBS in a picture format (JPG), you must use the button
button, the following screen will be displayed.

By clicking this

4.1 Download as Image


In this screen you must click the download button and the system save dialog will be displayed. Then
choose the location and save your file.

4.2 Download as MS Word XML


In order to save the WBS in the MS Word XML format, you must use the button
button, the following screen will be displayed.

By clicking this

In this screen you must click the download button and the system save dialog will be displayed. Then
choose the location and save your file.

4.3 Download as MS Project XML


In order to save the WBS in the MS Project XML format, you must use the button
button, the following screen will be displayed.

By clicking this

In this screen you must click the download button and the system save dialog will be displayed. Then
choose the location and save your file.

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