1. Manufacturing
  2. Project Control Suite
  3. Working with Project Control Suite
  4. Create and manage project quotations
  5. Create work breakdown structure (WBS)
  6. Create WBS - Bid import

Create and publish integration journal

Use the integration journal to import a tender in Microsoft Excel format to a project quotation work breakdown structure.


Project manager Project manager Start Start Create integration journal Create integration journal 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. 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. Do you want to copy  integration journal lines? Do you want to copy  integration journal lines? Copy integration journal Copy integration journal You can copy lines from another integration journal to the current integration journal. You can do so, for example, if you need similar lines.On copy, all the lines of the selected integration journal are copied to the current integration journal.You can copy from other integration journals as often as required. 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. On the Action Pane, click Project quotation. 7. Click Advanced WBS. 8. Click Edit. 9. Click Integration. 10. Click Open. 11. Click Lines. 12. Click Copy. 13. In the Journal number field, enter or select a value. 14. Click OK. Notes Once an integration journal is published, you cannot change it.So, you also cannot copy lines to it from other integration journals. Open in Microsoft Excel and enter all the required data. Open in Microsoft Excel and enter all the required data. If the integration journal is created, you can open the related Microsoft Excel file. Enter all relevant data from the tender into this Microsoft Excel file.In the integration journal Microsoft Excel file, setup data, as defined in Dynamics 365 for Finance and Operations, is available in the Microsoft Dynamics Office Add-in pane at the right.When you enter the tender data, use this setup data where applicable.For example, WBS line types can be selected from:•Project•Activity•Trans (for estimate lines).If you enter any other text and publish, you get an error. Procedure 1. Click Advanced project management. 2. Click Project quotation. 3. In the list, click the link in the selected row. 4. Click Advanced WBS. 5. Click Edit. 6. Click Integration. 7. Click Open. 8. Click Lines. 9. Click Open in excel to open the drop dialog. 10. Select the desired template. 11. Click OK. Notes Do not change the integration journal ID and the line number in the Microsoft Excel file.Make sure all setup, that is required for the tender, is available in Dynamics 365 for Finance and Operations before you open the Microsoft Excel file. Publish data from Microsoft Excel to integration journal Publish data from Microsoft Excel to integration journal When you have entered the tender data in the Microsoft Excel file, you can publish it to the integration journal.If the Microsoft Excel file has any invalid data, you get error messages. You can make the required changes in the Microsoft Excel file and publish it again. Procedure 1. Review the data that you have entered in the Microsoft Excel file. 2. Click publish in the Microsoft Excel add-in pane to transfer the data to integration journal lines. Review integration journal lines Review integration journal lines After the Microsoft Excel data is published to the integration journal, you can review the created integration journal lines. You cannot make any changes to the integration journal lines. If any changes are required, you can do this in the Microsoft Excel file. When done, publish the Microsoft Excel file again to the integration journal. Procedure 1. Click Advanced project management. 2. Click Project quotation. 3. Select the desired record. 4. Click Advanced WBS. 5. Click Edit. 6. Click Integration. 7. Click Open. 8. Click Lines. 9. Click Validate. Note: If the validation fails, you can open the integration journal lines in Microsoft Excel, make corrections, and re-publish. You can also add more lines and re-publish. 10. Close the page. Changes required? Changes required? Publish integration journal Publish integration journal When you have imported the WBS data from Microsoft Excel to the integration journal and reviewed the integration journal lines, publish the integration journal. On publish, all integration journal lines are transferred to the Advanced WBS.You can publish an integration journal only once. When published, you cannot change the integration journal. If changes are required, you can do so in the Advanced WBS. Procedure 1. Click Advanced project management. 2. Click Project quotation. 3. In the list, click the link in the selected row. 4. Click Advanced WBS. 5. Click Edit. 6. Click Integration. 7. Click Open. 8. Click Lines. 9. Click Publish. End End Yes No Yes No

Activities

Name Responsible Description

Create integration journal

Project manager

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.

Copy integration journal

Project manager

You can copy lines from another integration journal to the current integration journal.

You can do so, for example, if you need similar lines.

On copy, all the lines of the selected integration journal are copied to the current integration journal.

You can copy from other integration journals as often as required.

Open in Microsoft Excel and enter all the required data.

Project manager

If the integration journal is created, you can open the related Microsoft Excel file. Enter all relevant data from the tender into this Microsoft Excel file.

In the integration journal Microsoft Excel file, setup data, as defined in Dynamics 365 for Finance and Operations, is available in the Microsoft Dynamics Office Add-in pane at the right.

When you enter the tender data, use this setup data where applicable.


For example, WBS line types can be selected from:
•Project
•Activity
•Trans (for estimate lines).


If you enter any other text and publish, you get an error.

Publish data from Microsoft Excel to integration journal

Project manager

When you have entered the tender data in the Microsoft Excel file, you can publish it to the integration journal.

If the Microsoft Excel file has any invalid data, you get error messages.

You can make the required changes in the Microsoft Excel file and publish it again.

Review integration journal lines

Project manager

After the Microsoft Excel data is published to the integration journal, you can review the created integration journal lines.

You cannot make any changes to the integration journal lines.

If any changes are required, you can do this in the Microsoft Excel file.

When done, publish the Microsoft Excel file again to the integration journal.

Publish integration journal

Project manager

When you have imported the WBS data from Microsoft Excel to the integration journal and reviewed the integration journal lines, publish the integration journal.

On publish, all integration journal lines are transferred to the Advanced WBS.


You can publish an integration journal only once.

When published, you cannot change the integration journal.

If changes are required, you can do so in the Advanced WBS.

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