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
- 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.
Note When you download a template with data, the data sorts alphabetically by sequence ID. Use the
Download option beneath the grid to download the list with the sorting options you've configured. See Download a Table.
Project, select View Projects List, and then select a project name.
Main Menu, select 
Schedule or 
Scope, and then select WBS.Tip
- 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 Monday, November 17, 2025