---
title: "Generate WBS IDs when you publish the WBS from Excel"
slug: "generate-wbs-ids-when-you-publish-the-wbs-from-excel"
description: "Generate WBS IDs automatically in Microsoft Excel with Project Control Suite by configuring project quotations and flat numbering for consecutive projects."
tags: ["PCS", "Project Control Suite", "Task"]
status: "new"
updated: 2026-10-30T09:59:42Z
published: 2026-10-30T09:59:42Z
canonical: "docs.staedean.com/generate-wbs-ids-when-you-publish-the-wbs-from-excel"
---

> ## 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.

# Generate WBS IDs when you publish the WBS from Excel

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](/manufacturing/docs/initialize-document-templates) and [Set up integration parameters](/manufacturing/docs/set-up-integration-parameters).
- The **Use flat numbering for consecutive projects via Excel integration** parameter is set. See [Set up integration parameters](/manufacturing/docs/set-up-integration-parameters).

## Steps

1. Click **Advanced project management**.
2. Click **Project quotation**.
3. In the list, find and select the desired record.
4. On the **Project Control Suite** FastTab of the quotation header, set **Generate WBS ID** to **Yes**.
5. Click **Save**.
6. Open the WBS in Excel. See [Open the WBS in Excel from the Advanced WBS](/manufacturing/docs/open-the-wbs-in-excel-from-the-advanced-wbs).
7. In the Excel file, add a row for each project and each activity. In the line type column, select **Project** or **Activity**.
8. In the **Microsoft Excel add-in** pane, click **Publish**.
9. 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.

> [!NOTE]
> **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.

## Related

- [Open the WBS in Excel from the Advanced WBS](/open-the-wbs-in-excel-from-the-advanced-wbs.md)