Allowing Team Members to Edit the Work Breakdown Structure

By default, the dashboard will allow all team members to open the Work Breakdown Structure and edit tasks. This is a helpful approach, as it allows individuals to define new tasks and to refine existing tasks as needed. This aligns well with the high-maturity concept of self-directed teams.

A small number of teams may prefer not to use this approach. If you do not want to allow team members to edit the WBS, open the WBS from the Team Dashboard and choose "Edit → Preferences". To prevent team members from editing the WBS, uncheck the appropriate box.

When team members are allowed to edit the WBS, the coach, team leader, or planning manager may be interested in seeing the changes that other people have made recently. See the help topic on reviewing plan changes for more information about how this is done.

Special Editing Behavior for Team Members

When an individual team member opens the WBS from their personal dashboard, the WBS Editor becomes aware of the team member who opened it, and optimizes the editing behavior for that individual:

These behaviors can be disabled by toggling a checkbox in the WBS Editor's "Team" menu. This can be useful if an individual such as the Planning Manager needs to make a change that affects other team members.