Create WBS - Bid import

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.

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

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