- Open a job in the Manage Estimates screen.
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Do one of the following to open the Estimating Explorer:
Click in the All Tasks pane.
From the Catalog tab, click Explorer
.
- In the From section, select whether you are copying the WBS codes from a catalog or an estimate.
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Click
to select the catalog or estimate from which you want to copy the WBS codes.
- In the To section, select whether you are copying the WBS codes to a catalog or an estimate.
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Click to select the catalog or estimate to which you want to copy the WBS codes.
- Click Globals.
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Select from the following checkboxes to specify what to copy:
WBS Code Structure – To copy the WBS code structures for all the WBS codes, which include all the Values, Descriptions, Quantities, Units, and Baselines of each item.
Clear Before Copy – If the estimate or database to which you are copying the WBS codes already has a WBS structure, you can delete the existing structures.
Note: If you don't select the Clear before Copy checkbox, the WBS code structures from the source will be added to those that already exist in the target. It is important to clear the WBS structures if the WBS codes are used for different information in the source and target. For example, you should clear the WBS code structures if WBS1 is used for Phase in the source and Supervisor in the target.WBS Field Names – To copy all the WBS code names, which set the column headings of the WBS codes.
- Click OK to copy the WBS codes to the target estimate or catalog.
- Click Close to close the Estimating Explorer.