Use the integration journal to import a tender in Microsoft Excel format to a project quotation work breakdown structure.
| 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 |
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: 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. |
| 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 |
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: 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. |
| Related to | Notes |
|---|---|
|
Create and publish integration journal |
|
|
Create WBS - Bid import |
