Work Breakdown Structure
(WBS)
Work Breakdown Structure
A Product-Oriented Family Tree that Establishes
the Framework for Correlating Program
Planning, Scheduling, Cost Estimating,
Budgeting, Contracting, Configuration
Management, and Performance Reporting
Work Breakdown Structure
• Developed Early in the Conceptual Phases of
the Program but no Later than the Proposal
Phase
• Kept Current, Evolving with Changes in the
Program
• Driven by Risk - the Higher the Risk, the Lower
the Level
• Developed for any program regardless of size
and complexity
• Links SOW, Schedule, and PMB for program
management
Special Considerations
• Each hardware Element Includes all Effort Associated with;
• Hardware Design
• Software
• Procurement
• Manufacturing
• Unit Test
• Use Specific Terminology, Not Generic Terms
• Meaningful Product or Management Oriented Indentures
• Not Required to Go to Same Level in all Areas
• Recurring and Non-Recurring are Types of Cost Not WBS Levels
• Cost Accumulation/Cost Requirements
• Establish Cost History
• Customer Requirements; Levels, Breakouts, etc.
WBS Development Process
Gather
Data
&
Review
Select
Initial
WBS
Framework
Expand
WBS
Develop
RAM
Review
&
Reconcile
Obtain
Approval
Review Documentation
Gather and Review
Data
• RFP
• RFQ
• CLINS
• SOW
• CDRLS
• Hardware/Software Def.
Specifications
Drawing Tree
BOM
• IMP/IMS
• Major Interfaces
Document Structures
and Requirements
• Excel Workbook
Analyze Relationships
• List Structures in Columns
and
• List Requirements in Columns
• List Reference Data in Columns
Group Like Elements
•Specifications
• List Groupings in WBS Column
•Drawing Tree
•Etc.
Review Documentation
Statement of Work
LXAA
Review Documentation
3.1 Program Management
NGOS shall organize, coordinate and control all program activities to insure the correct
and timely delivery of all materials and services specified in this contract.
3.8 Data Management
3.9 Configuration Management
4.1 Outboard Array Group
NGOS shall provide two complete array groups, one per shipset. This hardware shall
meet the requirements of the LXAA Performance Specification and CDP. The first array
unit of shipset 1 will be delivered for full A/V testing at Lake Seneca and will be returned
to NGOS after the test for refurbishment.
4.2 Outboard Cable Assembly
NGOS shall design, qualify and deliver the outboard cable assemblies. Qualification
testing shall be in accordance with the applicable sections in the PPD xxxxxxxxxxxx,
Fiber Optic, Fiber Optic/Electrical Hybrid Hull Penetrator. NGOS will hold a critical
design review of the cable assembly prior to cable build.
4.3 Installation & Checkout Spares
NGOS shall recommend and provide pricing for installation & checkout spares for
installation of the Outboard Array Group.
Review Documentation
Contract
Between
Lockheed Martin Naval Electronics & Surveillance
Systems
Manassas, Va, U.S.A. 20110-4157
1.
ACCEPTANCE
1.1
Factory Inspection and Test
and
Factory inspection, test and acceptance for item 001 and 002 shall take place at the
Seller's and/or Seller's subcontractors' facilities in the United States of America in
Northrop Grumman (NOCS)
accordance with the Seller's Factory Acceptance procedures. Factory acceptance of the
Baltimore, Maryland U.S.A. 21203
paragraph 3.2, on the Certificate of Factory Acceptance (Exhibit 2); all other items will
line item 001shall be indicated by the Buyer's and Seller’s signatures, as required under
be accepted by the Sellers Quality representative.
For Line Items 001 and 002, following discussions with the Buyer, the Seller shall
For the Delivery of LXAA Shipset 1&2notify the Buyer in writing fifteen (15) days in advance of the scheduled inspection and
test to allow the Buyer time to attend. In the event that Buyer informs Seller at least ten
(10) days prior to the date of the scheduled inspection and test that Buyer is unable to
attend, Buyer and Seller shall mutually agree on an acceptable alternate date for such
inspection and test to be conducted within seven (7) days of the date originally set. In
the event the Buyer does not attend by the end of the seven (7) day extension, the
signing by the Seller of the Certificate of Factory Acceptance by an authorized
representative of Seller's Quality Assurance Department shall constitute acceptance.
Group Like Elements
SOW
WBS
Specifications
LXAA Program
Systems Engineering
4
Production Tasks
4.1
Outboard Array Group
Cable Assembly
4.2
Outboard Cable Assembly
Factory Acceptance Test
4.4
Factory Acceptance Test
4.5
Test Reports
7
Program Management
7.2
Master Program Schedule
Outboard Array Build
Program Management
Program Manager
Program Planning and Control
7.4
SDRL Requirements
1.
ACCEPTANCE
1.1 Factory Inspection and Test
WBS Development Process
• RFP
• RFQ
• CLINS
• SOW
• CDRLS
• Hardware/Software Def.
Specifications
Drawing Tree
BOM
• IMP/IMS
• Major Interfaces
Gather
Data
&
Review
Select
Initial
WBS
Framework
Expand
WBS
Develop
RAM
Review
&
Reconcile
Obtain
Approval
Work Breakdown Structure
• Best Business Practice
– Standardized WBS Approach Enhances Life Cycle
Traceability
– Assist in Parametric Estimating
WBS Templates
Aircraft System
-
Platform/Subsystems
Electronic/Automated
Software System Development
- One Level Below the LRU Level Production
Missile System
-
Ordnance Systems
Weapon System: Vehicle & Payload
-
Munitions & Firing/Launching Mechanism
Ship Systems
-
Platform & Subsystems
Space Systems
-
Platform & Subsystems
Surface Vehicle Systems -
Platform & Subsystems
(Added detail available in Military handbook 881)
Standard WBS Templates
Electronic/Automated Software Systems Development
Work Breakdown Structure and Definitions
A
Electronic/Automated Software System
AA
Prime Mission Product (PMP)
AAA
Major Assy 1 - Specify Product/LRU/Config item (CI) etc
AAAA
AAAB
AAAC
AAAD
AAAE
AAAF
AAAG
(Item 1) - Design/Development of Hardware
(Item 1) - Hardware
(Item 1) - Applications Software
(Item 1) - Subsystem Software
(Item 1) -Integration, Assy, Test & Checkout
(Item 1) - Product Follow
Subassembly 1 - Specify Product/SRU/CI, etc
AAAGA
AAAGB
AAAGC
AAAGD
AAAGE
AAAGF
AAAH
(Sub Item 1) - Design/Development of Hardware
(Sub Item 1) - Hardware
(Sub Item 1) - Applications Software
(Sub Item 1) - Subsystem Software
(Sub Item 1) -Integration, Assy, Test & Checkout
(Sub Item 1) - Product Follow
Subassembly 2 - Specify Product/SRU/CI, etc
AAAHA
AAAHB
AAAHC
AAAHD
AAAHE
AAAHF
(Sub Item 2) - Design/Development of Hardware
(Sub Item 2) - Hardware
(Sub Item 2) - Applications Software
(Sub Item 2) - Subsystem Software
(Sub Item 2) -Integration, Assy, Test & Checkout
(Sub Item 2) - Product Follow
WBS Development Process
• RFP
• RFQ
• CLINS
• SOW
• CDRLS
• Hardware/Software Def.
Specifications
Drawing Tree
BOM
• IMP/IMS
• Major Interfaces
•Templates
Gather
Data
&
Review
Select
Initial
WBS
Framework
Expand
WBS
Develop
RAM
Review
&
Reconcile
Obtain
Approval
Expand WBS
Define Line Items
Level 1
Level 2
Level 3
...
Using “Grouping of Like Elements” Excel Worksheet Define WBS
• Work Downward - Level by Level, Section by Section
• Define “Prime Mission Hardware” Based on Hardware Family Tree
• Define All Other Breakouts Based on Logical Groupings of Like Activities
• Eliminate Non-Applicable Template Elements
• Ensure All Contract Effort is Accounted for
Key Consideration:
• Level of Detail - How Far Down?
Level of Detail Required
Levels of Detail
Factor
Least
Most
Risk:
•Technical
•Cost
•Schedule
Low Risk
Historical
•New Product
•Parametric Estimating
One of a Kind
Product
Size of Program:
•$
•# of Tasks
Small
Management Visibility
Requirement
More Experienced Staff
Less Experienced Staff
Built Product Before
Never Built Product Before
High Risk
Follow-on
Business
Large
LWWAA Program
HF Sail Array
LXAA
consists
of : of:
LWWAA
consists
• Six array units
• Eight acoustic modules per array unit
•
- Fifty-six elements per acoustic module
Two AN/WLY-1 ROC Sensors per array unit
- One high and one low frequency sensor
HF Chin Array
AN/WLY-1 LF ROC Sensor
AN/WLY-1 HF ROC Sensor
Corner #1 Transition (2)
One of 8 Fiber Optic
Acoustic Modules
Center Transition (4)
Short Faring Assembly
(w/ 4 VIMs)
Corner #2 Transition (2)
Cable Covers (2)
Toe Piece
Long Fairing Assembly
(w/ 7 VIMs)
WBS - Example
Occasionally the customer will dictate the WBS Structure
to be used on a program:
WBS
WBS
92G110
or
Description
1.1.2.1.3
Program Management
However, this WBS Structure doesn’t fit within the accounting
system of your company:
AA
Program Management
The solution is simple with most software, you can create a
primary WBS field and link it to a alias field for reporting
to the customer:
92G110 Links to
AA
Program Management
WBS - Reporting Level
WBS
A
AA
AB
AC
AD
AE
AF
AG
B
D
S
T
Description
LXAA Program
Program Management
Data Management
Business Management
Systems Engineering
Technical Support
Configuration Control
Shipyard Installation Support
Cable Assembly
Outboard Array Build
Test & Evaluation
ILS Support
Alias
92G100
92G110
92G120
92G200
92G211
92G231
92G300
92G340
92G343
92G610
92G700
WBS - Managing Level
DA or 92G343 - Port Forward Array Assembly (SS#1)
AN/WLY-1 LF ROC Sensor
AN/WLY-1 HF ROC Sensor
Corner #1 Transition (2)
One of 8 Fiber Optic
Acoustic Modules
Center Transition (4)
Short Fairing Assembly
(w/ 4 VIMs)
Corner #2 Transition (2)
Long Fairing Assembly
Cable Covers (2)
Toe Piece
(w/ 7 VIMs)
WBS - Managing Level
A
LXAA
92G100
AA
Program Management
AAA
Program Manager
AAAA
Production Readiness Review
AAB
Operations Support (OPM)
AAC
Technical Publications
AB
Data Management
92G110
ABA
Data Manager
92G120
AC
Business Management
ACA
Business Manager
ACB
PP&C
ACC
Financial Reporting
ACD
Contracts
AD
Systems Engineering
92G211
92G211
AE
Technical Support
92G231
AF
Configuration Control
AG
Shipyard Installation Support 92G300
B
BA
BB
BCX
BDX
Cable Assembly
Cable Assembly SS#1
Cable Assembly SS#2
Raw Cable
Connectors
92G340
D
Port Forward Array Assembly (SS#1)
DA
DB
DC
DD
DE
E
EA-EE
F
EA-EE
G
EA-EE
H
EA-EE
J
EA-EE
S
SA
SB
Array Assembly
92G343
Short Fairing Assembly
92G343
92G343
Long Fairing Assembly
Painting/Coating
92G343
92G343
Test & Evaluation
Stbd Forward Array Assembly (SS#1)
92G343
Same as DA-DE
Port Mid Array Assembly (SS#1)
92G343
Same as DA-DE
Stbd Mid Array Assembly (SS#1)
92G343
Same as DA-DE
Port Aft Array Assembly (SS#1)
92G343
Same as DA-DE
Stbd Aft Array Assembly (SS#1)
92G343
Same as DA-DE
ILS Spares
Ship Set #1
Ship Set #2
92G700
92G700
Develop WBS Index
Define Line Items
Level 1
Level 2
Level 3
...
Develop WBS
Index
• Add WBS
Structure to
“Grouping of
Like Elements”
Worksheet
• Matrix That
Relates all
Contract
Elements and
Requirements
Develop WBS Dictionary
Define Line Items
Level 1
Level 2
Level 3
...
Develop WBS
Index
• Add WBS
Structure to
“Grouping of
Like Elements”
Worksheet
• Matrix That
Relates all
Contract
Elements and
Requirements
Develop WBS
Dictionary
• Listing that
Summarizes
Specific
Activities
Included in Each
WBS Line Item
WBS Dictionary
D Port Forward Array Assembly
DE Test & Evaluation
DEA Factory Acceptance Test
DEB Installation & Checkout
Northrop Grumman will conduct Factory Acceptance Tests (FATs) in
its facilities on the equipment it provides. The LXAA PMO, at its
option and expense, may witness any of the FAT’s.
Northrop Grumman shall provide knowledgeable personnel to install,
Test, and adjust the LXAA equipment supplied by
Northrop Grumman.
Northrop Grumman field personnel, consisting of engineers and
Expert technicians will receive, unpack, inventory, install, inspect,
checkout, and integrate the LXAA Array Assembly.
All tools, safety equipment, test equipment, and material handling
equipment required for this work will be provided by Northrop
Grumman on a temporary import basis. The installation will be
performed according to all drawings and standard workmanship
practices.
WBS Development Process
• RFP
• RFQ
• CLINS
• SOW
• CDRLS
• Hardware/Software Def.
Specifications
Drawing Tree
BOM
• IMP/IMS
• Major Interfaces
•Templates
•Define levels
•WBS Index
•WBS Dictionary
Gather
Data
&
Review
Select
Initial
WBS
Framework
Expand
WBS
Develop
RAM
Review
&
Reconcile
Obtain
Approval
Responsibility Assignment Matrix (RAM)
Organization
Breakdown
Structure
• Correlates the Program
Management Organization
Structure with the WBS
Work
Breakdown
Structure
x
x x
x
x
xx
x
x
x
• Purpose: To Identify/Assign
Responsibility for Every
Program Element of Work
• Points Where WBS and OBS
Intersect are Control
Accounts
Organization Breakdown Structure (OBS)
LXAA
Program
Program
Management
Program Mgr
Data Mgr
PP&C
Financial
Reporting
Contracts
Assembly
System Eng
Mfg Engr.
Subcontracts
Manufacturing
Facilities
Construction
Facilities Eng
Arch & Eng Sub
Subcontracts
Field Engineers
Spares
Logistics Eng
Subcontracts
Manufacturing
Site Accept
Testing
System Eng
Field Eng
Training
Instructors
Tech Data
•Identifies the Way the People Who Will Accomplish the Work Have Been
Organized
•Developed to the Level of Responsibility/Accountability
•Technical/Cost/Schedule
•WSA Level
The Control Account
Definition:
The Point at Which the Lowest Level of the
WBS and the Lowest Level of the
Organization Intersect
Level at Which All Elements of Work are
Managed & Technical, Cost, Schedule
Performance, and Quality are Measured
Responsibility Assignment Matrix (RAM)
W BS
ID
PROGRAM
R E Q U IR E M E N T S
A
AA
AAA
AAAA
AC
ACA
D
DA
DB
DC
LX A A
P ro g ram M an ag em en t
P ro g ram M an ag er
P ro d u ctio n R ead in ess R eview
B u sin ess M an an g em en t
B u sin ess M an ag er
P o rt F o rw ard A rray A ssy
A rray A ssem b ly
S h o rt F airin g A ssem b ly
L o n g F airin g A ssem b ly
DD
DE
S
SA
SB
P ain tin g /C o atin g
T est & E valu atio n
IL S S p ares
S h ip S et #1
S h ip S et #2
P ro g ram
M g t A ssem b ly
J.S m ith T .W o o d s
X
X
X
X
X
F acilities
S ite
C o n stru ct S p ares
T
B .P eters C .R o g ers R .H
X
X
X
X
X
X
X
X
X
X
X
WBS Development Process
• RFP - RFQ - CLINS - SOW
• CDRLS - MP/IMS • Major Interfaces
• Hardware/Software Def.
Specifications
Drawing Tree
BOM
Gather
Data
&
Review
•Templates
•Define levels
•WBS Index
•WBS Dictionary
Select
Initial
WBS
Framework
Expand
WBS
Review
&
Reconcile
Obtain
Approval
•WBS
•Organization
•Control Account
Develop
RAM
Reviews and Reconcile WBS
• Compare WBS, WBS Index, WBS Dictionary
and RAM
• Ensure that All Elements of Work Have Been
Accounted For
• Responsibility Each Element of Work has Been
Assigned - Control Account
• Review with Program Manger and Control Account
Managers for Concurrence
• Identify Errors, Omissions and Changes
• Determine Recognition of Responsibility
WBS Development Process
• RFP - RFQ - CLINS - SOW
• CDRLS - MP/IMS • Major Interfaces
• Hardware/Software Def.
Specifications
Drawing Tree
BOM
Gather
Data
&
Review
•Templates
Select
Initial
WBS
Framework
•Define levels
•WBS Index
•WBS Dictionary
Expand
WBS
•WBS
•Organization
•Control Account
•Completeness
•Responsibility
Develop
RAM
Review
&
Reconcile
Obtain
Approval
WBS Approval
• Conduct a Final Review Meeting to Approve the
WBS After Incorporating all Modifications
Identified During Lower Level Reviews
• Approval Signatures:
– Proposal/Program Manager
– Business Manager
• Issue WBS, WBS Index, WBS Dictionary and RAM
to Program Staff
WBS Development Process
• RFP - RFQ - CLINS - SOW
• CDRLS - MP/IMS • Major Interfaces
• Hardware/Software Def.
Specifications
Drawing Tree
BOM
Gather
Data
&
Review
•Templates
Select
Initial
WBS
Framework
•Define levels
•WBS Index
•WBS Dictionary
Expand
WBS
•WBS
•Organization
•Control Account
•Completeness
•Responsibility
Develop
RAM
Review
&
Reconcile
•Prog/Proposal Manager
•Business Manager
Obtain
Approval
WBS Links All Elements of the Program
Pro
duc
t
WBS
A
LXAA
AA
Program Management 92G100
AAA
Program Manager
AAAA
Production Readiness Review
AAB
Operations Support (OPM)
AAC
Technical Publications
D
y
r
o
t
s
i
H
Long Fairing Assembly
92G343
DC BID 2000
Cost 1850
Period of Performance 2 yr
DA
DB
DC
DD
DE
Port Forward Array Assembly (SS#1)
Array Assembly
Short Fairing Assembly
Long Fairing Assembly
Painting/Coating
Test & Evaluation
P
so
r
e
e
nn
l
92G343
92G343
92G343
92G343
92G343
Pe
rfo
rm
an
ce
Long Fairing Assembly
92G343
DC BCWS 10 10 10 10 10 10
ACWP 5 10 20
BCWP 5 15 15
CV
0 +5 -5
SV
-5 +5 +5
Summary
WBS Should:
• Organize project information in a logical
format
• It should be developed in the initial
planning stages of the project
• The purpose and use will:
– Improve communications
– Aid in collecting data
– Aid in storing historical information in
an easy to retrieve and understand
format