You can create WBS Codes in a cost sheet by importing them from a CSV file. This procedure can also be used to copy the WBS codes from one cost sheet or template to another (the structure and code segments must be the same).
Step 1: Export the file template
| a | Open the cost sheet or template, click the Export button and select WBS Details. |
| b | On the File Download window, click Save. |
| c | Enter a file name, browse to where you want to save the file, and click Save. |
Step 2: Add the WBS code rows to the CSV file
| a | Navigate to and open the CSV file (in Microsoft Excel or other compatible program). |
If the Cost Template already contains rows, they will be listed. If summary rows exist, the WBS column will display them with two tilde symbols (~~) separating the parent row from the child row.
e.g.: 2000000 ~~210000, where 2000000 is the parent and 210000 is the child.
| b | Enter information in the required fields and save the file. |
Note: Do not change or delete any of the listed WBS Codes that already exist in Primavera Unifier or you will get an error. Changes to the WBS Code must be done within Primavera Unifier.
Required fields:
| • | WBS Code: must be a match to a WBS Code in the Cost Sheet |
| • | WBS Item: must be a match to the WBS Item for the associated WBS Code in the Cost Sheet |
| • | Cost Type: Capital or Expense |
| • | Status: Active or Inactive |
Step 3: Import the rows
| a | In the cost sheet or template, click the Import button and select WBS Details. |
| b | In the Upload window, browse to and add the CSV file. |
| c | Click OK. After the import, your Cost Sheet will show the new rows. |
To copy WBS codes from one cost sheet or template to another
| 1 | In the source cost sheet or template, click Export > WBS Details. Save the CSV files. You can go in to the file and add additional codes if needed. |
| 2 | In the destination cost sheet or template, click Import > WBS Details. Browse to the CSV file and import. |
Note: The structure of the two sheets must be the same: Both must be tree or flat structure. Verify the structures by opening the Properties window and clicking the Structure tab. Be sure you are using the same WBS code segments.
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.