Overview
The WBS Tree renders your entire Work Breakdown Structure as a navigable hierarchy. Expand and collapse branches to explore the structure, filter by depth level to control how much detail is shown, and click any node to view that element’s dictionary entry and notebook fields. For large project structures, select any parent node and display just its subtree — so you can focus on a specific area without the full project hierarchy in view.Prerequisites
- Select a project. The tree does not render until a project is selected.
Navigating the Tree
Click any node to expand or collapse its children. The tree renders all WBS levels by default. Use the WBS Level filter to limit the display to a specific depth — for example, setting level 3 shows only the top three tiers of the WBS without expanding to work packages. Click a leaf node (work package level) to open its dictionary entry in the detail panel — where you can view the WBS description, notebook fields, and any attached documents. For large structures, click any intermediate node and select View Subtree to display only that branch and its descendants. This is useful when you need to present or review a specific portion of the WBS.Editing Notebook Fields
Click a WBS node to open its detail panel. In the detail panel, you can view and edit the notebook fields configured for this project. After making changes, click Save to update the notebook entry. File links can also be added to each WBS element. Add a URL and a label; the link appears in the detail panel as a clickable reference.Exporting
Click Export to PDF to generate a PDF of the entire visible WBS tree, including the structure and any visible descriptions. The PDF is formatted for use in presentations or project documentation packages.