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@jmodjeska
Created December 24, 2024 07:33
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Project-Style (WBS) Numbering in MS Excel
Sub WBSNumbering
'https://modjeska.us/project-style-wbs-numbering-in-ms-excel/
'Renumber tasks on a project plan
'Associate this code with a button or other control on your spreadsheet
'Layout Assumptions:
'Row 1 contains column headings
'Column A contains WBS numbers
'Column B contains Task description, with appropriate indentation
'Some text (here we assume "END OF PROJECT") delimits the end of the task list
On Error Resume Next
'Hide page breaks and disable screen updating (speeds up processing)
Application.ScreenUpdating = False
ActiveSheet.DisplayPageBreaks = False
'Format WBS column as text (so zeros are not truncated)
ActiveSheet.Range("A:A").NumberFormat = "@"
Dim r As Long 'Row counter
Dim depth As Long 'How many "decimal" places for each task
Dim wbsarray() As Long 'Master array holds counters for each WBS level
Dim basenum As Long 'Whole number sequencing variable
Dim wbs As String 'The WBS string for each task
Dim aloop As Long 'General purpose For/Next loop counter
r = 2 'Starting row
basenum = 0 'Initialize whole numbers
ReDim wbsarray(0 To 0) As Long 'Initialize WBS ennumeration array
'Loop through cells with project tasks and generate WBS
Do While Cells(r, 2) <> "END OF PROJECT"
'Ignore empty tasks in column B
If Cells(r, 2) <> "" Then
'Skip hidden rows
If Rows(r).EntireRow.Hidden = False Then
'Get indentation level of task in col B
depth = Cells(r, 2).IndentLevel
'Case if no depth (whole number master task)
If depth = 0 Then
'increment WBS base number
basenum = basenum + 1
wbs = CStr(basenum)
ReDim wbsarray(0 To 0)
'Case if task has WBS depth (is a subtask, sub-subtask, etc.)
Else
'Resize the WBS array according to current depth
ReDim Preserve wbsarray(0 To depth) As Long
'Repurpose depth to refer to array size; arrays start at 0
depth = depth - 1
'Case if this is the first subtask
If wbsarray(depth) <> 0 Then
wbsarray(depth) = wbsarray(depth) + 1
'Case if we are incrementing a subtask
Else
wbsarray(depth) = 1
End If
'Only ennumerate WBS as deep as the indentation calls for;
'so we clear previous stored values for deeper levels
If wbsarray(depth + 1) <> 0 Then
For aloop = depth + 1 To UBound(wbsarray)
wbsarray(aloop) = 0
Next aloop
End If
'Assign contents of array to WBS string
wbs = CStr(basenum)
For aloop = 0 To depth
wbs = wbs & "." & CStr(wbsarray(aloop))
Next aloop
End If
'Populate target cell with WBS number
Cells(r, 1).Value = wbs
'Get rid of annoying "number stored as text" error
Cells(r, 1).Errors(xlNumberAsText).Ignore = True
'Apply text format: next row is deeper than current
If Cells(r + 1, 2).IndentLevel > Cells(r, 2).IndentLevel Then
Cells(r, 1).Font.Bold = True
Cells(r, 2).Font.Bold = True
'Else (next row is same/shallower than current) no format
Else
Cells(r, 1).Font.Bold = False
Cells(r, 2).Font.Bold = False
End If
'Special formatting for master (whole number) tasks)
If Cells(r, 2).IndentLevel = 0 Then
Cells(r, 1).Font.Bold = True
Cells(r, 2).Font.Bold = True
'Add whatever other formatting you want here
End If
End If
End If
'Go to the next row
r = r + 1
Loop
End Sub
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