This manual guides project managers (PMs) through the core workflow of building a WBS in wbsgantt and managing schedules and dependencies with the Gantt chart.
Workflow at a Glance
- Create a project → 2. Build the WBS tree → 3. Set schedules & dependencies in the Gantt → 4. Enter progress / review the schedule → 5. Export to Excel
Each step is explained in detail in the following sections.
1. Project Overview
This is the first screen you see when you open a project; it gives an at-a-glance view of progress.
- KPI summary: key metrics such as overall progress, estimated duration, and the critical path
- Baseline banner / checklist: items to prepare for setting a baseline and their completion status
- Critical path mini-Gantt: the chain of work that most affects the schedule (includes the "today" line)
- Upcoming milestones: a list of near-term milestones (with D-day)
- Phase distribution: how work is distributed across phases
- Simplified EVM cards: SPI · Schedule performance (S-Curve) · Top Delay — activated after a baseline is set (see §4)
- Recent activity: recent changes by team members (create · edit · move · delete, etc.), grouped into Today · Yesterday · Earlier with owner avatars and type icons
Use Overview and WBS / Gantt in the left sidebar to switch between the two screens. You can collapse the sidebar into an icon rail (compact mode) with the collapse button at the bottom; when collapsed, hovering over an icon reveals the menu as a flyout.
2. Building the WBS
A WBS (Work Breakdown Structure) is a tree that breaks the project scope down into work. All schedules and progress in wbsgantt are calculated from this tree.
2.1 Understanding the Tree Structure