What is the full work breakdown?
Build the project plan using the work breakdown page, outlining the work to be completed for each step in the project. and set due dates for tasks to be completed.
The work breakdown structure is made up of:
- Phases - group together two or more stages of work. Display the phase level totals reports, or on the invoice to the client.
- 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.
- 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.
Quickly setup a work breakdown structure by copying in a work breakdown template, and then editing the created items to match your required project structure.
Tip: Phases are only available in the Synergy Business and Enterprise products.