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
   1. In the object selector, select Project, select View Projects List, and then select a project name.
   2. From the Main Menu, select Schedule or Scope, and then select WBS.
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.

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.