Add a WBS from a Template or Other Project

If your organization uses templates or a standardized structure across projects, you can save time when adding WBSs by copying them from a project template or another project in your workspace or parent workspaces. You can choose objects within the WBS that you would like to copy into your project, including activities, relationships, project-level codes, workspace-level codes, configured fields, and assignments. The chosen WBS and any child WBSs are copied as children of the WBS you selected on the page.

You can perform this task from the project Activities page or WBS page. To do so, the page must be grouped by WBS. You must have the required security privileges to add a WBS from a template or other project.

To add a WBS from a template or other project:

Navigate to the WBS page
1. In the object selector, select Project, select View Projects List, and then select a project name.
2. From the Main Menu, select Schedule or Scope, and then select WBS.
In the table, select a WBS row, select the Context menu, and then select Add WBS from Project.
In the Add WBS from Projects dialog box, filter the display of WBS results by selecting Templates or Other Projects.
Select the Tree/List to view results in a tree or a list.
Expand or collapse the hierarchy of project templates or projects, and then select a WBS.
If the selected WBS includes activities, in the Activity ID Handling section, select one of the following options:
- Generate New Activity IDs: Uses the destination project’s Activity ID numbering settings. This option is selected by default.
- Retain Source Activity IDs: Preserves the Activity IDs from the source WBS.
Select Show Activity Details to view a list of activities associated with the selected WBS.
Choose one of the following options:
- Select Add WBS to add the selected WBS.
- Select Next to select the data to copy.
If you selected Next, the Select data step of the Add WBS from Projects dialog box opens. Select the check boxes for the items that you want to copy.
If the selected WBS contains activities, expand Activity ID Handling to review and change the selection. The selection made on the preceding step persists.
Note If you do not select activities, the Activity ID Handling selection persists, but the application does not validate activity IDs or display a duplicate-ID dialog box.
Select Add WBS.
If you selected Retain Source Activity IDs, and one or more copied Activity IDs already exist in the destination project, a duplicate-ID dialog box opens.
Review the generated activity ID for each conflicting activity. The dialog box shows the source ID, activity name, and an editable generated ID.
Ensure that each new activity ID is unique and contains between 1 and 60 characters. Validation appears in the applicable row if a value is invalid.
(Optional) Select Do not show again. When you select OK, Primavera Cloud applies generated IDs without displaying this dialog box for subsequent applicable imports in the current browser tab. The preference clears when you refresh or close the tab.
Select OK to add the WBS and its activities. To return to the Add WBS from Projects dialog box without adding the WBS, select Cancel.
All changes made to this page are saved automatically.

Last Published Tuesday, October 20, 2026