Project Planning and Work Breakdown Structures


Most projects have a formal project plan by which their work can be planned and the progress of this work can be monitored. A project plan will typically divide the project’s work into activities which can be grouped into a hierarchy that is usually called a Work Breakdown Structure (WBS). At its simplest, the WBS is a hierarchical description of the work that is required to complete a project.

The use of, or interest in, a WBS may not be confined to the group that maintains the project plan. Often, a project will want to have a representation of the project plan that is accessible to the systems engineering data, so that:

  • Parts of the project plan can be assigned to people working in the systems engineering environment
  • Individuals can have task lists prepared for them from the project plan
  • Information used by, or generated by, the activities in the project plan can be linked to the activities in the plan
  • Updates to the project plan can be made from within the systems engineering environment

These needs are particularly apparent in those organisations that undertake a large number of small projects. It is particularly common in manufacturing companies, who will typically have many projects under-way concurrently.

Planning Tools

Tools that manipulate project plans are usually called project planning tools or project management tools. There are many such products, including Microsoft Project, Artemis and Oracle Primavera.

Cradle provides a bi-directional integration with Microsoft Project that allows a Cradle project to be associated with any number of Project plans (sometimes called programmes or schedules) whereby:

1.  The activities in each plan become a hierarchy of items in Cradle

2. Data can be bi-directionally exchanged between Cradle and Project, either:

  • From Cradle, pushing Cradle updates to Project or pulling updates into Cradle from Project
  • From Project, pushing Project updates to Cradle or pulling updates into Project from Cradle

3. The activities in Cradle can be assigned to users, creating task lists

4. Each user can see his/her task list, colour-coded by the progress of the task based on the current date and the date information in the task, showing the immediacy or delinquency or completion of the task

Image showing the project plans process
Project plans process

Planning within Cradle

Continue reading “Project Planning and Work Breakdown Structures”

Disabling Old Cradle Add-In from Excel

If you have upgraded from Cradle-6.8 – when we had an add-in for Excel – to Cradle-7.0, then you will have seen the new, and consierably more capable, capture utility. This new capture utility is shown in a Cradle tab in the Excel ribbon.

If the old Add-Ins tab is still visible, then you can remove it. This may be part of your personal Excel setup and so is in your Windows profile and hence is not something that our installer can change.

To remove the Add-Ins tab from Excel (if you see it):

1. Start Excel
2. Right click anywhere in the ribbon and choose ‘customise ribbon’
3. On the right hand side of the dialog, de-select the ‘Add-Ins’ tab (you can check that it is empty!)
4. Click OK

Image showing the cusomize ribbon window in excel
Customize ribbon dialog

We hope that this helps!

Article updated 13/09/2018 – Added image