---
title: "Open in Microsoft Excel"
slug: "open-in-microsoft-excel"
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:36:18Z
published: 2026-03-20T17:46:03Z
canonical: "docs.staedean.com/open-in-microsoft-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.

# Open in Microsoft Excel

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 D365 F&SCM, 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.

### Steps

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**.

> [!NOTE]
> **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 D365 F&SCM before you open the Microsoft Excel file.

## Related

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