Categorizations in Join can be used to create any work breakdown structure
What is WBS?
A “Work Breakdown Structure” (WBS for short) is a way to organize project data 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, phase, target value design cluster, etc.
Tip: If you still have questions regarding our terminology, see Join Terminology
Using Categorizations as WBS
Join uses custom Categorizations to create any work breakdown structure needed for a project. Creating and utilizing these Categorizations to classify your Estimates, Budgets, and Items in Join will allow you to quickly pivot information in powerful ways. Join offers Group By, Sort By, and Filter functions found throughout the app to organize the data and effectively present ideas to your team. Once organized, these custom views can be saved by creating a custom report. This functionality is found in the Dashboard, Reports, and Items tabs.
Categorizations Best Practices
As a best practice, these custom Categorizations should be added as early in the project as possible to increase efficiency. Categorizations can be added later in a project, but it will require you to retroactively apply them to Items and estimates.
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 that you know how WBS functions in Join, learn how to create Categorizations.