Importing WBS Code File

1. Go to Admin - Import / Export

2. Select Codes from the Data to Import dropdown

3. Download the Codes Data Template from the Dash360 Import/Export tab

4. Copy and Paste your data into the Codes Data Template

a) Code File Name - Name of Code File

b) Code File Description - Description of Code File

c) Code File Name Link - Used when updating data in the Dash360 system. Can leave blank

d) Code File Description Link - Used when updating data in the Dash360 system. Can leave blank

e) Link Order - Used when updating data in the Dash360 system. Can leave blank

f) Code Name - WBS Code

g) Code Description - WBS Name

5. Save your file

6. Choose your file from the Import tab

7. Ensure columns were mapped correctly (Database Field matches Column Name)

8. Import!