How to Generate a WBS in Visio From Project


A work breakdown structure (WBS) is a hierarchical representation of the relationships between project deliverables and their associated tasks. It is a tool used by projects to estimate the level of effort required to complete tasks. Projects can use the information from a WBS as input to preparing and developing a Project Schedule. Microsoft Project’s Visual Reports tool, located on the Project tab, allows project teams to depict project information from the WBS visually.

  • Open up your WBS or schedule in Microsoft Project.

  • Click "Visual Reports" on the "Project" menu in the ribbon.

  • Clear the checkbox next to Microsoft Excel to show only report templates created in Microsoft Visio.

  • Click the WBS report you want to view in Visio from the list of templates on the "All" tab.

  • Select a value in the "Select level of usage data to include in the report" field. The default value in this field is typically Microsoft Project's recommendation based on project size.

  • Click the “view” button to create the report.

Tips & Warnings

  • This article assumes you are using Microsoft Project and Microsoft Visio 2010
  • Visual Reports tool allows you to edit the templates by adding available and custom fields to the view in Visio.

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  • Photo Credit Polka Dot Images/Polka Dot/Getty Images
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