Define the Secondary WBS Structure

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Define the Secondary WBS Structure

Administration and Customization > Set up a Secondary WBS in MassTrack

The next step is to define the actual WBS structure. Note that when you define this, it will become available in all project. Previous projects that wants to utilize this new structure will need to connect their specific Custom Codes to the alias name of the Secondary WBS as described above (the alias name will then be easiest found in the droplist of the SystemCodeVariable cell), and the Secondary WBS will be ready to be activated and used.

The WBS structure is defined in the Weight Group Definition Window. This is opened from the menu Database->Administrator->Wgt. Grp. Defintion… In this Window, select one of the 10 tabsheets (WBS01, WBS02, …, WBS10) available for Secondary WBS definition. It should be an empty one that has not previously been used for a Secondary WBS definition.

The actual definition is done by defining the structure and groups in the grid tables to the right in this Window.

WeightGroupDefinitionWnd_WBS01

The grid tables have the following columns:

WgtGrpID – this is the weight group ID that will be shown in the first column in the main window. Note that it's not allowed to have ' - ' (<space><hyphen><space>) in the Weightgroup ID.

WgtGrpName – this is the name/description of the weight group IS

WgtGrpParent – this is the ID of the parent group.  This defines where the group will belong in the hierarchy; what node it will be found under.

Sort column is used to force an order of appearance of the group within the same level by adding an integer specifying the order of the group.  This is an optional setting, if none is set the order will be alphabetical by the WgtGrpID

Icon is used to set a specific item for the group.  The Icon is specified by an Integer, see help file for the Weight Group Definition Window for more details.  This column setting is optional.

The ItemFilter column defines how to filter the items to be summarized in the group.  This needs to be specified for all bottom-level groups.

We start by defining the top group the following way:

WgtGrpID

WgtGrpName

WgtGrpParent

Sort

Icon

ItemFilter

Total

Total sum

 

 

 

 

Note that this top group, as the only one, has no value in the WgtGrpParent column.  This indicates that this will be the top group of the WBS.

We follow this by defining the next level of top groups, namely the groups for summarizing the items for each Area:

WgtGrpID

WgtGrpName

WgtGrpParent

Sort

Icon

ItemFilter

A

Area A

Total

 

 

 

B

Area B

Total

 

 

 

C

Area C

Total

 

 

 

D

Area D

Total

 

 

 

These are summary groups of the sublevels to command therefore no ItemFilter setting is needed here.  The WgtGrpParent column is set to Total indicating that all of these groups will be found in the level below the Total group.

Finally, the bottom-level groups are defined.

Here is the definition of the groups below Area A:

WgtGrpID

WgtGrpName

WgtGrpParent

Sort

Icon

ItemFilter

A-E

Electrical in Area A

A

 

 

Disc = 'Electrical' AND Area = 'Area A'

A-H

HVAC in Area A

A

 

 

Disc = 'HVAC' AND Area = 'Area A'

A-P

Piping in Area A

A

 

 

Disc = 'Piping' AND Area = 'Area A'

A-S

Structure in Area A

A

 

 

Disc = 'Structure' AND Area = 'Area A'

These groups have “A” in their WgtGrpParent colum to indicate that they should be placed as subgroups to group “A”.  Also, here the ItemFilter has been defined to tell MassTrack which weight items to include in the bottom-level group.  For the group “A-E, Electrical in Area A” the ItemFilter is Disc = ‘ Electrical’ AND Area = ‘Area A’.  This means that the items that has the Disc (in this example the Disc alias was set to C05 Discipline) property equal to “Electrical” should be included and the Area (in this example the Area alias was set to C06 Area) equal to “Area A” to be included.  Similar filter are set for the other bottom-level groups.

When doing the same for the other Area level group, we end up with the complete definition as follows:

WgtGrpID

WgtGrpName

WgtGrpParent

Sort

Icon

ItemFilter

Total

Total sum

 

 

 

 

A

Area A

Total

 

 

 

B

Area B

Total

 

 

 

C

Area C

Total

 

 

 

D

Area D

Total

 

 

 

A-E

Electrical in Area A

A

 

 

Disc = 'Electrical' AND Area = 'Area A'

A-H

HVAC in Area A

A

 

 

Disc = 'HVAC' AND Area = 'Area A'

A-P

Piping in Area A

A

 

 

Disc = 'Piping' AND Area = 'Area A'

A-S

Structure in Area A

A

 

 

Disc = 'Structure' AND Area = 'Area A'

B-E

Electrical in Area A

B

 

 

Disc = 'Electrical' AND Area = 'Area B'

B-H

HVAC in Area A

B

 

 

Disc = 'HVAC' AND Area = 'Area B'

B-P

Piping in Area A

B

 

 

Disc = 'Piping' AND Area = 'Area B'

B-S

Structure in Area A

B

 

 

Disc = 'Structure' AND Area = 'Area B'

C-E

Electrical in Area A

C

 

 

Disc = 'Electrical' AND Area = 'Area C'

C-H

HVAC in Area A

C

 

 

Disc = 'HVAC' AND Area = 'Area C'

C-P

Piping in Area A

C

 

 

Disc = 'Piping' AND Area = 'Area C'

C-S

Structure in Area A

C

 

 

Disc = 'Structure' AND Area = 'Area C'

D-E

Electrical in Area A

D

 

 

Disc = 'Electrical' AND Area = 'Area D'

D-H

HVAC in Area A

D

 

 

Disc = 'HVAC' AND Area = 'Area D'

D-A

Piping in Area A

D

 

 

Disc = 'Piping' AND Area = 'Area D'

D-S

Structure in Area A

D

 

 

Disc = 'Structure' AND Area = 'Area D'

Note that there is no limit to the number of groups or levels in a definition.