Product Walkthrough

WBS Process

WBS Process extends your WBS information to tasks below the Work/Planning package level, ensuring proper WBS identification throughout the schedule file. It also lets you generate a file of this WBS data in Microsoft Project for import into your Cost Management software.

Step 1 -

Click WBS Process

With the file to be analyzed open and active, click WBS Process on the SDSI EV Tools toolbar as shown (you may also select it from the SDSI EV Tools menu under the Tools drop-down menu).

Step 2 -

Click “OK”

Once activated, you will see the following informational dialog box. Click “OK”.

Step 3 -

Click “Yes”

The next dialog box allows the user to not process the file if the WBS information has not been entered correctly. If everything is set to go, click “Yes”.

Step 4 -

Click “Yes”

Once processing within Microsoft Project is complete, you will have the option to create a .CSV file that can be imported into your Cost Management software application. Click “Yes” to generate the file; click “No” to end the operation at processing the WBS within MS Project.

Step 5 -

Your Excel Report

Should you opt to generate the .CSV file for import, Excel will launch and you will see the following dialog box (the Excel file shown is for import into MPM). Follow the instructions in the dialog box and click “OK” when finished.

Next: Estimates & Reports

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