In Project Control Suite, you can open the work breakdown structure (WBS) of a project quotation or a project in Microsoft Excel directly from the Advanced WBS. In Excel, you build or change the WBS based on a bid import template.
Where Open in Excel is available depends on the record:
Record | Advanced WBS | Advanced WBS Edit |
|---|---|---|
Project quotation | Yes | Yes |
Project | No | Yes |
Prerequisites
The bid import is set up and at least one bid import template is available. See Initialize document templates and Set up integration parameters.
The project quotation or project has an Advanced WBS.
You have a security role that allows you to edit the Advanced WBS.
Steps - Project quotation
Click Advanced project management.
Click Project quotation.
In the list, find and select the desired record.
Click Advanced WBS.
Optionally, click Edit to open the Advanced WBS Edit form. For a project quotation, you can open Excel from both forms.
Click Open in Excel.
Select the desired bid import template.
Click OK.
Steps - Project
Go to Project management and accounting > Projects > All projects.
In the list, find and select the desired record.
Click Advanced WBS.
Click Edit to open the Advanced WBS Edit form.
Click Open in Excel.
Select the desired bid import template.
Click OK.
The WBS opens in Microsoft Excel. The columns follow the selected template. When you click Publish in the Microsoft Excel add-in pane, the data is published to the Advanced WBS.
Note
For a project, Open in Excel is not available on the Advanced WBS. Click Edit first.
To open the integration journal lines in Excel, see Open in Microsoft Excel.
To let the WBS IDs be generated when you publish, see Generate WBS IDs when you publish the WBS from Excel.