Setting up a WBS template

 For the WBS, you do have the WBS ID/Code field in the Activity View to enter a custom value.

 

Why are the dates in the WBS hidden?

In P6 client, Go to Group & Sort>Click on show group totals. Should fix the issue.

How to summarize activity % complete of activites to WBS level if i have cost baseline

You can set up the view with the activity % complete column in the activity table and then group and sort by the respective WBS level. make sure that summary roll-ups are checked off on the group/sort (in web this will be under customize view).

I want to add weight to a WBS.

What Manuel said is the way it should really be done. You want to create the project, add the WBS's, add their respective activities with duration and cost and the EVM/CPM functionality in P6 will roll the most important WBS/Activities up to the project level. If you're manually trying to do it, the software is basically just a fancy way of doing a schedule. I do understand what Tony is suggesting, but I feel like this is before the hard schedule is in Primavera and more on a narrative basis for early stakeholder meetings before the WBS/Activity/Cost/Resources are starting to really get built out. If you have cost associated to all of these (contracted) and you assign the % to each of them, a simple xls formula will give you your "weighting"...you don't need Primavera for that. Primavera is used to manage projects with cost, schedule and scope. We do allow you to have a budget log (static) on each of the WBS's and that's one way you could go with your weighting, but once the schedule starts getting built out, that static budget log is just used for comparison and is not in any impacted by the schedule.

Is there a way in the web v 8.3 to decouple the ability to edit the notebook and edit the WBS structure?

You would probably want to create a specific role that does not allow the ability to edit the WBS or activities, but can still view the project information.

Deny the ability to add activities where child elements exist? i.e. if 1 of the 9 phases have a third level, deny the ability to add an activity to that high level phase (level 2)?

You can’t do it in administration of profiles, but rather you would just grant them access to the WBS nodes you want them to add activities into. This really is more of a longer conversation that would really need to be flushed out with a lot more detail with the organization's superusers and stakeholders. The administration of doing so can be tedious and create more work as each responsible manager in the WBS then has to be maintained.

I want to only allow the ability to add WBS elements below this 9 phase WBS? i.e. Level 3 and below?

You could grant WBS security to the ones you want people to have access to with assigning them in the responsible manager. This means that these users are assigned to a group that is then assigned to the WBS that you want them to work on. The administration of doing so can be tedious and create more work as each responsible manager in the WBS then has to be maintained.

What is the Work Breakdown Structure (WBS)?

The WBS will be the levels that the activities roll up to. Each level will be the top level of the respective activities below it. Not common for security privileges or view capabilities to be at the WBS levels. Not common for weights to be assigned to each WBS level. Need to be in a WBS-inclusive view to activate the Add WBS icon.