Overview
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th Edition · Planning Foundation
1WBS
2Define & Schedule
3Review

Planning Foundation

Follow a structured planning sequence — build your WBS, define activities with predecessor logic, and estimate durations before scheduling.

1
Create WBS
Standard method
›
2
Define & Schedule Activities
+ 6.4
›
3
Review & Approve
Baseline Ready
WBS Elements
0
Work packages
Activities
0
Tasks defined
Milestones
0
Key events
Total Duration
0d
Sum of estimates
Why this sequence?
th Edition Planning Process Group
WBS FirstDecompose scope into deliverables before defining tasks. Ensures 100% scope coverage and no missed work.
Then DefineEach work package becomes activities. Set predecessor logic (FS, SS, FF, SF), dependency types, and durations in one step.
Then EstimateUse standard day-based estimates or PERT three-point estimation (O+4M+P)/6 — toggled per task or globally.
Then ScheduleModule 2 imports this data to build the Gantt chart, critical path, and schedule baseline.
Quick Start
Module 2 will add
Gantt chart · Critical path (CPM) · Resource loading · Schedule baseline approval · Cost estimation (Module 3)
💡 Select a node then use + Work Package (sibling) or + Child. Double-click any node to rename. Click ✎ Dict on any node to add WBS Dictionary details (description, assumptions, constraints, acceptance criteria).
WBS Guidelines
📁 Level 0 — Project
📁 Level 1 — Phases / Deliverables
📁 Level 2 — Sub-deliverables
📄 Level 3+ — Work Packages
Work packages are the lowest level — they become activities in Step 2.
WBS Summary
Total elements0
Summary groups0
Work packages0
Max depth0
With dictionary0
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Select a WBS element
WBS Dictionary. Document the scope, assumptions, constraints, and acceptance criteria for this element.
Description — What is included in this element?
Assumptions — What are we assuming to be true?
Constraints — What limits apply?
Acceptance criteria — How will completion be verified?
0elements
0work packages
Est. Method:
Standard
💡 Define activities, set predecessor logic and dependency types, and estimate durations — all in one table. Click ✎ to edit fully (including per-task PERT). Toggle PERT to switch all rows to three-point estimation.
0activities
0milestones
0with predecessors
0dtotal duration
—longest task
📖 WBS Dictionary () — click any row to edit that element's dictionary entry. Elements without an entry are shown in grey.
✦ Review all planning data. Click any Edit button to go back and adjust. Once satisfied, click Approve & Export.
✅
Planning Foundation Approved
Your WBS, activities, and duration estimates are ready.
Choose what to include in your export below.
WBS elements
0
Activities
0
Milestones
0
Duration
0d
📄 Planning Foundation Report (PDF)
Exports as HTML — open in browser and use File → Print → Save as PDF for a professional document.
📖 WBS Dictionary (standalone PDF)
Export just the WBS Dictionary as a separate A3 landscape document.
💾 Module 2 Data File (JSON)
Exports all activities, WBS, and predecessor logic for import into the PMAXIS Gantt Scheduler (Module 2).
📋 Copy to Clipboard
Copies a plain-text activity list for pasting into emails, meeting notes, or other documents.
Module 2 — Gantt Scheduler
✓MS Project-style Gantt with predecessor logic
✓Critical Path Method (CPM) with float calculation
✓Collapsible phases, milestones, baseline snapshot
✓Schedule compression — crashing & fast-tracking
✓Resource histogram & Earned Value analysis