Import WBS Database Wizard
The Import WBS Database Wizard guides you through the process of importing a new WBS database from and external Excel workbook file, updating WBS levels in an existing database, or importing new WBS levels into an existing database.
Open the Import WBS Database Wizard
- Open the Item/WBS Databases tab.
- Select Import WBS Database in the Edit & Tools menu to launch the Import WBS Database Wizard.
Import a new WBS database from an external Excel workbook file
- Open the WBS Import WBS Database Wizard, review the Welcome page, and select Next.
- On the Select Import File page:
- Select the WBS database you want to import. Select Browse to navigate to the file or you can enter the name in the Import file field.
- Select Header Row or Data Row to specify how the first row of the imported database will be interpreted.
- Select Next to continue.
- On the Select or Enter the WBS Database Name page:
- In the WBS database field, enter a new name.
- Select Full import to import everything from the database you are importing.
- Select Next.
- The Completing the Import WBS Database Wizard page appears. Select Finish to begin the import process.
- The wizard closes as the import runs and, when finished, displays the Import Records Successfully Completed dialog. Review the results and select Close.
Update WBS levels in an existing database
- Open the WBS Import WBS Database Wizard, review the Welcome page, and select Next.
- On the Select Import File page:
- Select the WBS database you want to update. You can select Browse and navigate to the file or you can enter the name in the Import file field.
- Select Header Row or Data Row to specify how the first row of the imported database will be interpreted.
- Select Next to continue.
- On the Select or Enter the WBS Database Name page:
- In the WBS database field, select the dropdown arrow and select the existing WBS database you want to update.
- Select Update WBS level information to update only data that is different. When you specify an update, the Match imported records to existing WBS levels by dropdown becomes available. Select either Code or Description.
- Select Next.
- The Completing the Import WBS Database Wizard page appears. Select Finish to begin the import process.
- The wizard closes as the import runs and, when finished, displays the Import Records Successfully Completed dialog. Review the results and select Close.
Import new WBS levels into an existing database.
- Open the WBS Import WBS Database Wizard, review the Welcome page, and select Next.
- On the Select Import File page:
- Select the WBS database you want to import the new levels into. You can select Browse and navigate to the file or you can enter the name in the Import file field.
- Select Header Row or Data Row to specify how the first row of the imported database will be interpreted.
- Select Next to continue.
- On the Select or Enter the WBS Database Name page:
- In the WBS database field, select the dropdown arrow and select the existing WBS database you want to import the new levels into.
- Select Update WBS level information to update only data that is different. When you specify an update, the Match imported records to existing WBS levels by dropdown becomes available. Select either Code or Description.
- Select Next.
- The Completing the Import WBS Database Wizard page appears. Select Finish to begin the import process.
- The wizard closes as the import runs and, when finished, displays the Import Records Successfully Completed dialog. Review the results and select Close.
WBS Database Import Formatting
Excel workbook column formatting
| Excel Column | Value | Is Required? |
|---|---|---|
| A | Type | Yes |
| B | Depth | Yes |
| C | WBS Code | Yes |
| D | Description | |
| E | Parent WBS Code | |
| F | Cost Method | |
| G | Comparison Cost Source | |
| H | Categorize As Cost Category | |
| I | Work Type | |
| J | Work Subtype | |
| K | UM | |
| L | Unit Cost | |
| M | Unit Cost Type | |
| N | Unit Cost System of Measure | |
| O | Unit Cost Excel Workbook | |
| P | Unit Cost Excel Worksheet | |
| Q | Unit Cost Excel Cell Name | |
| R | Quantity | |
| S | Quantity Type | |
| T | Exclude From Summation | |
| U | Use Qty In Est. | |
| V | Quantity Factor | |
| W | Quantity Named Factor | |
| X | Quantity Excel Workbook | |
| Y | Quantity Excel Worksheet | |
| Z | Quantity Excel Cell Name | |
| AA | Number Of | |
| AB | Job Cost ID | |
| AC | Task Job Cost ID | |
| AD | Notes | |
| AE | Production Method | |
| AF | Use Default Production Rate | |
| AG | Production Rate | |
| AH | Production Rate Production Rate Type | |
| AI | Production Rate Excel Workbook | |
| AJ | Production Rate Excel Worksheet | |
| AK | Production Rate Excel Cell Name | |
| AL | Truck Work HR/DY | |
| AM | Truck Capacity | |
| AN | Truck Capacity Type | |
| AO | Truck Capacity UM | |
| AP | Truck Capacity Excel Workbook | |
| AQ | Truck Capacity Excel Worksheet | |
| AR | Truck Capacity Excel Cell Name | |
| AS | Round Trip | |
| AT | Round Trip Type | |
| AU | Round Trip UM | |
| AV | Round Trip Excel Workbook | |
| AW | Round Trip Excel Worksheet | |
| AX | Round Trip Excel Cell Name | |
| AY | Linked Crew | |
| AZ | Linked Material | |
| BA | Truck Type | |
| BB | Workers Comp Code |
WBS Levels Update and Import Formatting
| Excel Column | Value | Is Required? |
|---|---|---|
| A | Code | Yes |
| B | Description | Yes |
| C | Quantity | Yes |
| D | UM | Yes |
| E | Parent Code | No |
| F | Unit Cost | |
| G | Total Cost | |
| H | Unit Bid Price | |
| I | Total Bid Price |
