When creating a project in Primavera P6, it’s generally a scheduling best practice to first create a Work Breakdown Structure, or a WBS. The WBS is a hierarchical structure that let’s you create different layouts for different stages of your project. With the WBS created ahead of time, it’s easier to add activities to your project, as you can break them up into logical chunks of work. Although the WBS is created within the WBS tab, the purpose of it is to create an outline that will be loaded into the Activities screen.

The most common question I receive when teaching our Primavera P6 Fundamentals course is in regards to how to add that WBS structure to the Activities screen. The visibility of the WBS bands on the Activities table is determined by the layout you’re currently utilizing. By default, Primavera P6 will open the Activities screen with the Classic Schedule Layout, which does not display the WBS grouping bands. This often leads to a lot of confusion for new users.

In this article, we will go over how to add the WBS layers to the Activities table. Currently, I have a project open where I have fully created my Work Breakdown Structure, as can be seen from the WBS tab.

Access Preferences in the Revu menu in Bluebeam Revu 2019

However, when I return to the Activities screen, the table is currently blank. I don’t have any activities created yet, so that makes sense, but I would like to have the WBS layers visible here to assist me in adding activities.

Access Preferences in the Revu menu in Bluebeam Revu 2019

To add the WBS layers to the Activities screen, first select the Layout menu above the table…

Access Preferences in the Revu menu in Bluebeam Revu 2019

…and then select the Group and Sort button.

Access Preferences in the Revu menu in Bluebeam Revu 2019

In the Group and Sort window, you can adjust how the Activities table displays, such as adding grouping and sorting orders or adjusting fonts and colors. To add the WBS grouping bands, we will first need to create a grouping order by selecting Group By.

Access Preferences in the Revu menu in Bluebeam Revu 2019

The dropdown will display all of the variables that you can group activities by. I’ll select WBS to group my activities together by WBS layers.

Access Preferences in the Revu menu in Bluebeam Revu 2019

Press OK to apply the settings to the Activities screen.

Access Preferences in the Revu menu in Bluebeam Revu 2019

And just like that, the WBS layers are displayed on the Activities table. As I add layers to the Work Breakdown Structure in the WBS tab, the Activities screen will automatically adjust accordingly. Now, I can begin adding activities directly into specific WBS layers.

Access Preferences in the Revu menu in Bluebeam Revu 2019

If you have any comments, questions or suggestions, please use the comment section on the bottom of this page, and don’t forget to subscribe to our blog to get more Primavera P6 tips & tricks directly in your inbox!

Lauren Hecker is the Primavera P6 Professional instructor for Taradigm. To see her next open enrollment course, please visit our calendar. To schedule an onsite or custom course, please contact us!

5 Comments

  1. Jonathan Menyea Tally

    Thanks for providing clarity.

    Reply
    • Mohammed

      Thank you

      Reply
    • Qazi Anwar Ali

      I did as you explained above, the WBS layers are displayed but the sequence /order of WBS is changed. For example, after Planning, the next WBS was construction but the item Project Completion was listed after Planning and Construction was after that. In a similar way the WBS layers of Super structure appear after plumbing and Electrical works.
      Kindly guide me how can I correct the sequence of Activities by correct positioning of WBS. When I click to WBS , it shows correct sequence.

      Reply
      • Lauren Hecker

        Hello!
        In the Group and Sort window, make sure that the option “Sort bands alphabetically” isn’t checked – it seems like this might be the issue.
        Please let me know if that doesn’t solve the issue and I can look into it further.

        Reply
  2. Paulina Gomez

    Thank you so much!! It was a great help

    Reply

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