How WBS works in Join

What is WBS

A “Work Breakdown Structure” (WBS for short) is a way to organize the project into smaller pieces that are each associated with similar characteristics. Some well-known structures such as MasterFormat and UniFormat exemplify this concept. These structures break down the project into categories such as structure, shell, or interior finishes. But there are many other ways to categorize your project to convey the information you need to each of your project collaborators like area type, phase, target value design objective, etc.

Tip: If you still have questions regarding our terminology, see Join Terminology

How this works in Join/ Where to Use

Join uses Custom Categorizations to create any work breakdown structure needed for a project. Creating and utilizing these Categorizations to classify your Milestone Estimate and Item data in Join will allow you to quickly pivot information in powerful ways. Join offers a Group By, Sort By, and Filter function found throughout the app to create a hierarchy for the data to effectively present ideas to your team. These hierarchies can be saved by creating a custom report. This functionality is found in the Dashboard, Reports, and Items tabs.

Important: Join supports UniFormat (CSI 2010) and MasterFormat (CSI 2016), if you use a different version read this article for how Join can support your version. 

Examples of how to use Custom Categories

1)     Create a Custom Category assigning priority levels with values of high, medium, and low that you can apply to your Items and then sort the highest priority items in the Items log.

2)     Create a Custom Category assigning time sensitivity, then sort the Items list to make a custom report to update the team on pressing issues.

3)     Grouping the Items by who is responsible and sorting by priority for a status report that can be shared with the team.

Best Practices in Join

As a best practice, these Custom Categories should be added as early in the project as possible to increase efficiency. If added later the Categories can be retroactively applied to Items with relative ease. To retroactively apply a new category in an estimate will require manipulation in the Milestones page and can be accomplished using some common spreadsheet functions such as fill down, copy, and paste. 

Example Categorizations

Here are some of the Categorizations we commonly see used in Join. 

UniFormat (Built-In), MasterFormat (Built-In), Building Area, Priority Level, Reason for Change, Cost Confidence, TVD Cluster, Alternate, Phase, Tasks, Trade, Market Volatility Rating, Risk Rating, Inflation, Area Type

Next Step: Now you know how WBS functions in Join, learn how to create Custom Categories.