---
title: "Open the WBS in Excel from the Advanced WBS"
slug: "open-the-wbs-in-excel-from-the-advanced-wbs"
description: "Open a project quotation or project’s Advanced WBS in Microsoft Excel using a bid import template, then publish changes back to Project Control Suite."
tags: ["PCS", "Project Control Suite", "Task"]
status: "update"
updated: 2026-10-30T10:01:07Z
published: 2026-10-30T10:01:07Z
canonical: "docs.staedean.com/open-the-wbs-in-excel-from-the-advanced-wbs"
---

> ## 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 the WBS in Excel from the Advanced WBS

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](/manufacturing/docs/initialize-document-templates) and [Set up integration parameters](/manufacturing/docs/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

1. Click **Advanced project management**.
2. Click **Project quotation**.
3. In the list, find and select the desired record.
4. Click **Advanced WBS**.
5. Optionally, click **Edit** to open the **Advanced WBS Edit** form. For a project quotation, you can open Excel from both forms.
6. Click **Open in Excel**.
7. Select the desired bid import template.
8. Click **OK**.

## Steps - Project

1. Go to **Project management and accounting** > **Projects** > **All projects**.
2. In the list, find and select the desired record.
3. Click **Advanced WBS**.
4. Click **Edit** to open the **Advanced WBS Edit** form.
5. Click **Open in Excel**.
6. Select the desired bid import template.
7. 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]
> **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](/manufacturing/docs/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](/manufacturing/docs/generate-wbs-ids-when-you-publish-the-wbs-from-excel).

## Related

- [Generate WBS IDs when you publish the WBS from Excel](/generate-wbs-ids-when-you-publish-the-wbs-from-excel.md)
- [Set up integration parameters](/set-up-integration-parameters.md)