Download an Import Template for the PBS and Scope Items

Download a Microsoft Excel template to use when importing the PBS and scope items.

To download an import template:

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 Download Import Template.
The import template is created as a Microsoft Excel file with the default file name, ScopeItemImportTemplate.xls.

Tips

The file formats supported are .xls and .xlsx.
The top two rows of the worksheet are required when importing data from a worksheet.
The template is configured for a structure with a three level hierarchy. If you only need two levels, a parent and a child, then you can delete the additional PBS Code and PBS Name columns. If you need additional levels, then add new columns with the same names.
All fields are required except Scope Item ID, Description, and Unit of Measure Name. If the Scope Item ID field is left blank, the auto numbering defaults for scope items will be used during the import. Unit of Measure Name must be the same as the name configured in the application for Units of Measure.