Import and Export WBS and UBS Code Values

You can import and export values for WBS and UBS codes.

Import files must be in a tab-delimited text files (TXT) and include the following columns in order: Code, Description, Quantity, Unit, and Baseline. The import file can contain a header row, but it is not necessary.

Important: If the fields in the import file are in a different order than specified above, the data will not import correctly.

You can export the values for a single WBS or UBS code to a tab-delimited text file (TXT). You can specify whether the exported file contains a header row. You can export selected records or all records.

Note: Use the export function to view a sample format for importing.

To open a job in the Manage Estimates screen, click Estimating > Estimating > Manage Estimates in the All Tasks pane. Then select the job you want to open, and click OK.