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:

  1. Navigate to the WBS page
  2. 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.

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