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Export Data (WBS Code Values)

Import Data (WBS Code Values)

You use this window to import a list of WBS code values from a Microsoft Excel file that you exported previously.

The import process:

  • Adds lines for WBS values that do not already exist.
  • Updates values for WBS values that already exist. (Values from the import file overwrite existing values.)
  • Does not delete WBS values that exist in the list, but not in the import file. The import process leaves existing lines intact if they do not exist in the import file.

Note: The file format must be valid before you can import the list of WBS codes into the Edit WBS Codes window. For example, you must use the same columns as the exported values, any rows that you added in Excel must be complete, and the WBS code name must not exceed 50 alphanumeric characters.

To import a list of WBS code values, you click the [Import] button in the Edit WBS Code Values window.

When the import process is complete, the Import Data window displays a [View Log] button. Click the button to view a report of the import details, which includes the number of records processed, updated, and added, as well as a list of any errors encountered during the import.