Import PBS and Scope Items

Import the PBS and associated scope items into the application from a Microsoft Excel (.xls or .xlsx) file. This can be done from the PBS page or the Scope Items page.

The data for import must be presented in the format as defined in the Import Template.

To import scope items:

In the object selector, select a project.
In the sidebar, hover over  Scope, and select PBS or Scope Items.
Select the Actions  menu, and then select Import.
In the Import Scope Items dialog box, select a file to import and select Import.
Any issues with the import are identified as errors or as messages in the Log detail window. Errors must be fixed before the page can be saved. You can fix the errors directly on the Scope Items page or fix the spreadsheet and import the file again.
Select Save.

Tips

Select Create Import Template to download a template file ready for you to populate with data.
All scope items do not need to be in one file. After the first import, you can choose to import another file.

Last Published Monday, June 24, 2024