Skip to content
English
  • There are no suggestions because the search field is empty.

5.4.3.1 - February 2026 - Advanced Work Breakdown Structure Import and Minor Improvements

💘 A New Way to Love Your Work Breakdown Structure (WBS)

Released: 14 February 2026

Dear PSOhub user,

This Valentine’s Day, we’re introducing a more structured way to import your Work Breakdown Structure (WBS) product data, built on commitment, validation, and clean data relationships.

You now have two options:

  • Standard Import – unchanged.

  • Advanced WBS Import – new, validation-driven import for WBS contract lines.

    Select the Standard import or the Advanced WBS import

🌹 What’s New

The Advanced WBS Import allows you to import:

  • Quantity

  • Unit Price

  • Cost Price

  • Billing frequency dates

  • Product-based contract lines

📌 All imports are based on an existing Contract Template.
📌 No contract template = no import. We believe in strong foundations.

🔐 Built-In Validation

Before anything is finalized:

  • The file is validated

  • Errors are shown per row

  • Invalid rows must be corrected

  • Inline edits are allowed for specific fields only (QTY, unit price, cost price, contract line description, contract line template).

The advanced import wizard validates the imported WBS template file and displays any errors

⚠️Important: Only Product contract lines are supported.

Important Rules

  • The contract template must already exist in PSOhub.

  • Contract template, contract lines, product, and price list must match existing data.

  • Key project fields must remain consistent per project (Business Unit, Currency, Customer, Project Manager, Stage, Type, etc.).

  • Recurring end date requires a valid start date.

  • For optimal validation performance, upload a maximum of 20 projects per import. If you need to import more than 20 projects, split the data into smaller batches and process each batch separately.

For more information on how to use this Advanced WBS Import, please refer to the dedicated Help Center article for step-by-step instructions.

 

Improvements

Dynamics 365 opportunity sync – No Customer, No Commitment 💘

We’ve improved the way opportunities are retrieved from Dynamics 365.

Previously, partial searches could return opportunities without a linked customer. Since every opportunity needs a proper match, this sometimes caused issues in follow-up steps due to a missing customer.

From now on, only opportunities with a connected customer will be included.

Because in PSOhub (and on Valentine’s Day), every opportunity deserves a proper match.

 

 

 

If you have any questions or suggestions, our support team is ready to help via live chat.

Wishing you smooth imports and structured projects this Valentine’s Day🌹.

Best regards,
The PSOhub Team