Work breakdown overview

The work breakdown tab allows you to setup the stages and tasks to be completed for the project. For each stage the billing method and fee value is set to control how the client will be invoiced. Tasks can be assigned to staff to complete by a due date to help you plan their scheduled work. There are two views available for the work breakdown: simple view, and the full work breakdown view.

What is the work breakdown?

The work breakdown structure is used to organize the project work into sections that must be completed. The sections available are:

  1. Phases - group together 2 or more stages of work. Display the phase level totals reports, or on the invoice to the client.
  2. Stages - setup a stage for each major deliverable for the project. Stages are shown on the invoice, and control how the invoicing process works with the stage fee types. Stages also control how data is transferred to your accounting system with Synergy add-ons using the cost centers and discipline mapping options.
  3. Tasks - create tasks to outline each step of work required to complete the goals of the stage. Staff use tasks when entering timesheets. Set a due date for when staff should have the task should be completed by.

Tip: Phases are only available in the Synergy Business and Enterprise products.

Different actions are available in the work breakdown based on your staff access level. Project managers and above can edit the work breakdown structure and add / edit the details shown. User access level staff can view the list of project tasks and update the percentage complete for each task that is assigned to them. Stage fee details are hidden from staff with user access level.

A simple work breakdown structure is created by default to allow the project fee to be easily invoiced to the client. Simple projects only have tasks. Convert the project to have a full work breakdown structure when you want to break up the project into sections or steps using phases and stages. Automatically setup the work breakdown structure by using the work breakdown templates.

Why use the work breakdown?

Use the work breakdown to setup what work is required to compete the project deliverables. Setup the invoice fee value, and invoicing method for each stage of the project, and then select which staff members are will complete each of the tasks.

Want to learn more?

Want to know more? Try reviewing the following topics: Concept Link IconView topics