Enter Work Breakdown Structure

In Allegra, the easiest way to enter the project structure is in the Gantt chart or in the Task Navigator (Hierarchical view).

You must have permissions to create tasks in the designated project or workspace. You must have activated the license to use the Gantt chart (see Manage Regular Users). You can choose between two options for entering the work breakdown structure:

• In the Task Management perspective, go to Task Management perspective > Task Navigator. Select the view “Hierarchical representation”.

• In the Project Management perspective, go to Project Management perspective > Gantt chart.

• In the top left navigation pane, click the workspace or project for which you want to create the structure plan. This activates the corresponding filter so that the new items to be created are also displayed.

• On the node for the workspace, click the right mouse button > Add > Task and enter the first task. Proceed accordingly with all other tasks of the first level. You do not have to enter dates, efforts, and dependencies at this point.

• Enter additional tasks by clicking on an existing item and then using the key combination CMD + to add a new task directly under the selected one.

• Then enter second level tasks by right-clicking > Add Child > Task on a first level task.

• Create the task hierarchy by dragging tasks back and forth or by using the indent and outdent function in the context menu of the task.

You have entered all the items and structured them hierarchically. If you have not entered any dates all the items now start on the same date and also end at the same time.