In a project contracting environment, a quotation or bid typically starts with a tender Microsoft Excel format.

These tenders often have large work breakdown structures. So, it is time-consuming to manually enter this in Dynamics 365 for Finance and Operations.

Use the WBS bid import to easily create a work breakdown structure based on a tender.

On bid import, the Microsoft Excel tender is imported into the project quotation work breakdown in Dynamics 365 for Finance and Operations.

The import is done via an integration journal.


Product designer Product designer Project manager Project manager Start Start Create and publish integration journal

Create and publish integration journal

Use the integration journal to import a tender in Microsoft Excel format to a project quotation work breakdown structure.

Update integration journal

Update integration journal

When the integration journal is published to the advanced WBS, you can change the bid values and bid rates in the advanced WBS.

You can update these changes to the integration journal to keep the bid rates and bid values intact.

Run WBS calculation Run WBS calculation If the setup of the work breakdown structure or a part of it is complete, run the WBS calculation.As a result, based on the calculation setup, this data is calculated.Estimate line quantities if impacted by formulas or variables.Totals for both cost values and sales values.Rates. Procedure 1. Click Advanced project management. 2. Click Project quotation. 3. In the list, click the link in the selected row. 4. Click Advanced WBS. 5. Click Edit. 6. Click Run WBS Calculation. Notes If your WBS includes any estimates with additional costs, you can also run the WBS calculation for additional costs.If a WBS calculation is required, the relevant work breakdown structure line is marked with a red exclamation mark. Verify design with customer Verify design with customer Before you transfer the project quotation to a project, verify the design with the customer. Does this meet customer requirement ? Does this meet customer requirement ? Create work breakdown structure

Create work breakdown structure

A work breakdown structure (WBS) is a description of the work to be done for a project.

It is a hierarchy of tasks that represents the composition of work, cost, and duration of each task. 

To create a WBS, you can use three types of nodes.

  • Root node: Root node is the project header node. 
    This is created automatically and is shown by default after you click Advanced WBS.
    When you transfer a project quotation to a new project, the root node becomes the main project.
    When you add the project quotation to an existing project, the root node is ignored.
  • Project node: In the WBS, you can have multiple sub-projects which are called project nodes.
  • Activity node: Activity nodes contain the project tasks.
    • Standard - You can add tasks to lines of type Project and Standard.

    • Summary - You can add summary lines to lines of type Project.

    • Detail - You can add detail lines to lines of type Summary and Detail.

  • You can use these activity types.

You can add several activities under the root node or a project node.
You can add an activity under an activity. You cannot add a project node under an activity.
For more information on working with work breakdown structures, refer to About work breakdown structures

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Activities

Name Responsible Description

Create and publish integration journal

Project manager

Use the integration journal to import a tender in Microsoft Excel format to a project quotation work breakdown structure.

Update integration journal

Project manager

When the integration journal is published to the advanced WBS, you can change the bid values and bid rates in the advanced WBS.

You can update these changes to the integration journal to keep the bid rates and bid values intact.

Run WBS calculation

Project manager

If the setup of the work breakdown structure or a part of it is complete, run the WBS calculation.

As a result, based on the calculation setup, this data is calculated.

  • Estimate line quantities if impacted by formulas or variables.
  • Totals for both cost values and sales values.
  • Rates.

Verify design with customer

Product designer

Before you transfer the project quotation to a project, verify the design with the customer.

Create work breakdown structure

Project manager

A work breakdown structure (WBS) is a description of the work to be done for a project.

It is a hierarchy of tasks that represents the composition of work, cost, and duration of each task. 

To create a WBS, you can use three types of nodes.

  • Root node: Root node is the project header node. 
    This is created automatically and is shown by default after you click Advanced WBS.
    When you transfer a project quotation to a new project, the root node becomes the main project.
    When you add the project quotation to an existing project, the root node is ignored.
  • Project node: In the WBS, you can have multiple sub-projects which are called project nodes.
  • Activity node: Activity nodes contain the project tasks.
    • Standard - You can add tasks to lines of type Project and Standard.

    • Summary - You can add summary lines to lines of type Project.

    • Detail - You can add detail lines to lines of type Summary and Detail.

  • You can use these activity types.

You can add several activities under the root node or a project node.
You can add an activity under an activity. You cannot add a project node under an activity.
For more information on working with work breakdown structures, refer to About work breakdown structures

Create and publish integration journal

Update integration journal

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