If you have multiple distributions and would like to load them into the application, you have the ability to upload WBS Distribution from a CSV/Excel file for a expense report and or charge.
Importing WBS Distribution
- Either on the Cover Page or Expense line on the distribution you should see an option IMPORT.
- A window will pop up that will look like below.
- A template is available to download and save. Click on TEMPLATE.
- Fill in only the fields that are required for your configuration. All fields do not need to be completed.
- Once the template is completed, save the file to your desktop.
- From the screen 'Import From FIle' screen, click on the computer icon shown below.
- Search your desktop for the template you saved and click Open.
- If you want to replace the default distribution with what is in the template, make sure to check the box next to Delete current distributions.
- Click on Import.
- The distribution will be updated based on your entry.
11. Click on Save to save your new distribution.