AI · Delivery
Route /ai/wbs-assistant Flag wbsEnabled

WBS Assistant

Draft work breakdowns you still save as Task and TaskActivity on a Project — not a parallel WBS database.

Scroll to Flowcharts. Scenario: Draft a WBS then save tasks on the project.

Draft WBS

Suggestions you save as tasks

The WBS assistant drafts a breakdown. Nothing is delivery work until it lands as Task or TaskActivity on the Project.

AI Intelligence → WBS assistant Route /ai/wbs-assistant Org flag wbsEnabled Project Manager · Planner

The job of this console

Pick the project, generate, accept only what you mean, finish on the board. Throw away the rest.

Seat at the table

Project managers and planners with wbsEnabled. The assistant does not bypass project access.

The working rhythm

Draft, accept, tidy on work items, leave the assistant.

Moments that bring you here

New project kickoff. A change request. After a bid win. When a plan is still a blob of text.

ⓘ
Not a WBS store
NPD gates and ideas are separate. Audit stores masked summaries of the run, not the live task tree.

Flowcharts

1 — Draft then commit tasks

Generate a breakdown, save accepted rows on the project.

flowchart TD
  A[Open WBS assistant] --> B[Select Project]
  B --> C[Generate draft]
  C --> D[Accept rows]
  D --> E[Task / TaskActivity]
  E --> F[Board]
            
  1. 1
    OpenAI Intelligence → WBS assistant.
  2. 2
    ProjectLive project, not a ghost.
  3. 3
    DraftReview before accept.
  4. 4
    CommitTask and TaskActivity.

Overview

WBS assistant drafts structure for a Project. Canonical work remains Task (deliverable) and TaskActivity (work item). It does not create NPD ideas or a second WBS table.

How to use

1. Accept is a write
Until then it is only a suggestion.
2. PO chain
Commercial projects still hang off PurchaseOrder.
3. Mask client secrets
Do not paste contracts into the prompt.