Create a WBS Chart in Excel - Create Work Breakdown Structure Chart - Tutorial & Free Download

WBS Creator www.youtube.com

Brief Summary

This video demonstrates how to create a Work Breakdown Structure (WBS) chart using the WBS Creator Excel template. The video covers creating a new WBS chart from scratch, adding and editing tasks, and importing a project plan from Gantt Excel.

  • WBS Creator is an Excel template that allows users to create WBS charts without needing specialized software.
  • The template provides features for adding, editing, and deleting tasks, creating subtasks, and converting Gantt charts into WBS charts.
  • The video highlights the ease of use and efficiency of WBS Creator, emphasizing its ability to generate WBS charts quickly and effortlessly.

Creating a WBS Chart from Scratch

This chapter demonstrates how to create a new WBS chart using the WBS Creator template. The video begins by downloading the template from the link provided in the description. After opening the template, users need to enable macros and editing. The WBS Creator menu will then appear in the Excel ribbon. To start creating a new project, click the "Task Structure" button. This will create a new worksheet where users can add, edit, or delete tasks. The video shows how to edit task names, create subtasks using the "Set Child Task" button, and reset tasks as parent tasks using the "Set Parent Task" button. Users can also customize the fill and text color of tasks. Once the task structure is complete, click the "Create WBS" button to generate the WBS chart. The video emphasizes the speed and efficiency of the process, highlighting that the WBS chart is created almost instantly.

Importing a Project Plan from Gantt Excel

This chapter demonstrates how to import a project plan created in Gantt Excel into WBS Creator. The video starts by opening a sample Gantt chart created in Gantt Excel, a tool for creating professional Gantt charts. The link to the Gantt Excel website is provided in the description. To import the project plan, switch to WBS Creator and click the "Import from Gantt Excel" button. Select the project file and the Gantt chart worksheet to convert. WBS Creator will then read the data from the Gantt chart and create a WBS chart in milliseconds. The video highlights the ability to click on the WBS shapes to view additional details about the tasks.

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Transcript

Full transcript of “Create a WBS Chart in Excel - Create Work Breakdown Structure Chart - Tutorial & Free Download”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.

0:01 hello everyone i'm jennifer and i would like to show you how you can create a work breakdown structure chart aka wbs chart in excel you don't have to use any fancy programs just wbs creator will do and the best part is wbs creator is just an excel template that you can download and get started instantly first download wbs creator the link is in the description below open the wbs creator template file enable macros and enable editing the wbs creator menu will now load within the excel

0:46 ribbon menu click on the task structure button to begin a new project is created you can now add edit or delete tasks in this worksheet let me edit the task names you can also select any task and click the set child task button to create subtasks or you can select any task and click the set parent task button to reset it back as a parent or summary task let me also quickly change the fill and text color for these tasks

1:32 and finally when you are done click the create wbs button and almost instantly wbs creator will scan your task and create a wbs chart for your project in a matter of milliseconds if you need to make any changes click on your project worksheet and make changes to your project plan once done you can click the same create wbs button to refresh your wbs chart and that's how easy it is to create a wbs chart in excel i would also like to show you how you can import a project plan created in gantt excel into wbs creator

2:19 first open the project plan you have created in gantt excel here is a simple gantt chart that i have created gantt excel is a brilliant tool to create beautiful and professional gantt charts if you want to download it i will add the link to their website in the description below now let me switch to wbs creator and click on the import from gantt excel button select your project file and the gantt chart worksheet that you want to convert to a wbs chart voila wbs creator reads data from your gantt chart and creates a beautiful wbs chart in milliseconds what's brilliant

3:05 is you can even click the wbs shapes to see additional details of your tasks thank you for watching this video i hope you found this useful wbs creator will help you break down your project into small manageable sections so that everyone in your team can easily follow and complete the tasks to achieve all project deliverables please like and share this video also please subscribe to this channel so that you can receive notifications for future videos

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