---
title: "Create integration journal"
slug: "create-integration-journal"
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:36:06Z
published: 2026-03-20T17:46:03Z
canonical: "docs.staedean.com/create-integration-journal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

### Steps

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**.

> [!NOTE]
> **Notes**
> 
> - The integration journal is automatically created for the project quotation.
> - On creation of the journal, no lines are created.

## Related

- [Create and publish integration journal](/create-and-publish-integration-journal.md)