Import WBS code values
- Open a job in the Manage Estimates screen.
-
From the Catalog tab or the
Estimate tab, click Define
on the speedbar and select WBS Codes.
-
In the View Codes field, click
to select the WBS code for which you want to import values.
- Select the Header Line checkbox if the import file contains a header row.
- Select the Overwrite checkbox to replace current values of a WBS code with the values from the import file when the records have the same code. Deselect this checkbox to not import any records that have the same code as an existing record.
- Click Import.
- Browse to the file to import and click Open.
- Review the import information and click OK.
