Overview
The WBS Dictionary is where you define the content of each WBS element — the descriptions, assumptions, justifications, and metadata that give meaning to your project structure. Each WBS element gets its own expandable card with the notebook fields configured for your project.
Use the WBS Dictionary when you need to review or update WBS descriptions across the project, export a formatted WBS document for a client or contract deliverable, or confirm that all required notebook fields are populated before a review.
Prerequisites
- Select a project. The dictionary does not load until a project is selected.
Working with WBS Cards
Each WBS element appears as a card showing the WBS code and description. Click to expand a card and view its notebook fields.
Toggle between View and Edit modes to switch between reading and updating the fields. In edit mode, fill in the notebook fields and click Save (per card) or use Save All to commit changes across all expanded cards at once.
Each card also supports file attachments — add links to supporting documents, drawings, or references. Attached links appear as clickable entries below the notebook fields.
The notebook fields available on each card are configured by your administrator at the project level. Different projects may have different field sets.
Display Options
Use the Show Empty WBS filter to control which elements appear:
| Setting | Description |
|---|
| Show | All WBS elements, including those with no notebook content |
| Hide | Only WBS elements that have at least one notebook field populated |
| Only | Only WBS elements with no notebook content — useful for finding gaps |
Exporting
| Format | Description |
|---|
| Export to PDF | A formatted PDF with WBS codes, descriptions, and all notebook field values. Suitable for client deliverables and archival. |
| Export to Word | A Word document with an auto-generated table of contents, WBS hierarchy, and notebook entries. Easy to edit after export. |
