Download Work Breakdown Structure Template In Excel

Work Breakdown Structure (WBS) describes the tasks or activities for a process or project plan. The most common method for defining a WBS is the outlining method in which task is define using a hierarchical structure and number using common outlining such as 1, 1.1, 1.2, 1.2.1, 1.2.2, etc. The WBS template is a simple worksheet that automates WBS numbering for you. You just have to select the Level from a drop down list in Excel.

Work Breakdown Structure (WBS for project management)

The main feature of this template is formula use to create the WBS numbering base on chosen Level. The Level uses a drop down list in Excel created via Data Validation, but you can manually enter the Level number. I developed the formula for the WBS numbering originally for version of the Gantt Chart Template Pro spreadsheet.

In this template I have also added a conditional formatting rule to automatically highlight (shade) the Level 1 tasks.

Product breakdown structure

One of the main benefits of using a formula to create the outlining is that when you insert a task or move tasks around, all the numbering will automatically update. When you insert a task in between you want the numbering to update automatically.

The only problem with using automated numbering is that if you want to sort tasks by some other column, then the WBS numbers will change. You can use the built-in Filter feature in Excel, or the Outlining and Grouping feature. You must avoid sorting rows if you are using a formula to define the WBS number.

If you want to use sorting: AFTER you have defined your work breakdown structure, then you could get rid of the formulas by copying the WBS and using Paste Special > Values to paste the WBS number values in place of the formulas.

Organizational breakdown structure

It’s possible to use conditional formatting to automatically indent the task descriptions based on the Level. This spreadsheet may not do that. Instead, you can manually adjust the indent using the Indent buttons in the Home tab.

Instead of using a separate column for the WBS number, you could create a list in which the WBS numbering is the part of the Task Description. The benefit of this approach is that no extra indenting is necessary at all. The easiest way I’ve found to create this type of list outside of Excel is to use Microsoft Word and create a list using the Multi-Level List option in the Home tab.

Download this Work Breakdown Structure template in Excel Format

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  1. Download this free Excel Template: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

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