Download an Import Template for Importing a WBS

Download a Microsoft Excel template to use when importing a WBS and related data, such as WBS codes and configured fields.

To download an import template:

Navigate to the WBS page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule or  Scope, and select WBS.
Select Actions , select Download Import Template, and then select one of the following:
- Empty Template: Use this template to create data.
- Template with Data: Use this template to update the data that exists in the table.

Tips

The top two rows of the worksheet are required when importing a WBS from a spreadsheet. You can delete unused columns, but do not change the data in these rows.
Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.

Last Published Tuesday, May 21, 2024