When you build a work breakdown structure (WBS) of a project quotation in Microsoft Excel, Project Control Suite can generate the WBS IDs for you. Set Generate WBS ID on the project quotation. When you publish the WBS from Excel, the rows are then numbered automatically.
The Excel template uses the line type of each row:
Project: A project node is created with its own WBS ID.
Activity: An activity is created under its parent project and numbered within that project.
How consecutive project rows are numbered depends on the Use flat numbering for consecutive projects via Excel integration parameter:
Yes: Consecutive project rows are numbered at the same level, as separate project nodes.
No: Each project row is created under the previous project row. This is the behavior of earlier versions, kept for existing implementations.
Example for a project with three sub-projects:
Row | Use flat numbering for consecutive projects via Excel integration = Yes | Use flat numbering for consecutive projects via Excel integration = No |
|---|---|---|
Project | 1 | 1 |
Sub project A1 | 2 | 1.1 |
Sub project A2 | 3 | 1.1.1 |
Sub project A3 | 4 | 1.1.1.1 |
Prerequisites
The bid import is set up and a bid import template is available. See Initialize document templates and Set up integration parameters.
The Use flat numbering for consecutive projects via Excel integration parameter is set. See Set up integration parameters.
Steps
Click Advanced project management.
Click Project quotation.
In the list, find and select the desired record.
On the Project Control Suite FastTab of the quotation header, set Generate WBS ID to Yes.
Click Save.
Open the WBS in Excel. See Open the WBS in Excel from the Advanced WBS.
In the Excel file, add a row for each project and each activity. In the line type column, select Project or Activity.
In the Microsoft Excel add-in pane, click Publish.
Click Advanced WBS and check the generated WBS IDs.
The WBS is published to the Advanced WBS. The WBS IDs are generated based on the Use flat numbering for consecutive projects via Excel integration setting.
Notes
If Generate WBS ID is set to No, you must enter the WBS IDs in the Excel file.
If the project nodes are nested under each other, check the Use flat numbering for consecutive projects via Excel integration parameter.