To import a bid from a tender in Microsoft Excel format, an integration journal is required.

It serves as a medium of data transfer between the Microsoft Excel template and advanced WBS.

Before you can create an integration journal, create a project quotation, and go to the advanced WBS.

Standard procedure

1.	Click Advanced project management.
2.	Click Project quotation.
3.	Click New.
4.	In the Customer account field, enter or select a value.
5.	Click OK.
6.	Click Advanced WBS.
7.	Click Edit.
8.	Click Integration.
9.	Click Open.

Notes

• The integration journal is automatically created for the project quotation.
• On creation of the journal, no lines are created.