Resource Assignment
In the Open Standard
RK
Rajeev KumarMember for 23 years 5 months
- Created
- 15
- 3
0
Dear All,
Can somebody point some direction to how excel resource data can be imported to Open Plan like P3 does. The help file says there is a Open Plan Online guide which details about a "script" used to make customized Import/Export specification.
Any help is welcome.
Cheers
Can somebody point some direction to how excel resource data can be imported to Open Plan like P3 does. The help file says there is a Open Plan Online guide which details about a "script" used to make customized Import/Export specification.
Any help is welcome.
Cheers
15 replies
Oldest first- 0MIMuhammad Iqbal ·yes Dear
there is script that can run in excel envirnment by which you can cutomize the p3 data item in very friendly and time saving way.
u send me your project.give me your required data items to be exported i will send you xls file
You can even work in excel and SET the data in p3.
Customized Reports of Resources/cost can also be.....
engriqbal@yahoo.com
- 0JFJoanne Foster ·Hi Rajeev
If you are trying to import the Resource File you need to set up excel with the following columns (* = Mandatory, all others are options columns)
- Resource ID*
- Resource Description
- Resource Category eg Labour, Material, Subcontract, Other Direct Costs
- Resource Type eg Normal, Consumable, Perishable, Resource Pool
Save this as a csv file.
You then need to locate the transfer.dat file (normally located in C:\Program Files\Welcom\OPP31\ open the file in Notepad and add the following to the bottom of this file
IMPORT txt Import Resource File
TABLE RES
FIELD RES_ID
FIELD DESCRIPTION
FIELD RES_CLASS
FIELD RES_TYPE
When you log into OPP next, open your project (make sure your project is selected) you will find under File > Import > General and item called "Import Resource File", click that, and the select OK, it will ask you to locate your csv file, locate it, click Open then it should all import.
If you have an existing Resource File which you want to update, then your transfer.dat entry should be
IMPORT txt Import Resource File
TABLE RES
UPDATE
FIELD RES_ID
FIELD DESCRIPTION
FIELD RES_CLASS
FIELD RES_TYPE
If you are trying to import the Resource Assignment you need to set up excel with the following columns (* = Mandatory, all others are options columns)
- Activity ID*
- Resource ID*
- Level*
- Curve
- Period
- Offset
You then need to locate the transfer.dat file (normally located in C:\Program Files\Welcom\OPP31\ open the file in Notepad and add the following to the bottom of this file
IMPORT txt Import Resource Assignment
TABLE ASG
UPDATE
FIELD ACT_ID
FIELD RES_ID
FIELD RES_LEVEL
FIELD LEV_TYPE
FIELD RES_OFFSET
FIELD RES_PERIOD
When you log into OPP next, open your project (make sure your project is selected) then you will find under File > Import > General and item called "Import Resource Assignment", click that, and the select OK, it will ask you to locate your csv file, locate it, click Open then it should all import.
Once you have imported, check your log to make sure it loaded correctly, View > Log Viewer > Import/Export tab.
Hope this helps and doesn’t confused you further. All else fails, I think the Developer’s Guide Chapter 3 has information on transfer.dat.
Regards
Joanne - 0JFJoanne Foster ·yes...you can create a transfer.dat entry to load in your activity data. If you want to load in Code Assignments, you must first load the Code File data.
Save your excel file as a csv, then in transfer.dat type
IMPORT csv Import Activities from Excel
TABLE ACT
FIELD ACT_ID
FIELD DESCRIPTION
FIELD ORIG_DUR
FIELD Cn (where n = the code field you want to import the data into)
If you send me a private message with your e-mail address, I can send you a word document I created which has the most frequently used fields I use for importing.
Regards
Joanne - 0RKRajeev Kumar ·Thanks Joanne!The word document helped me very much.
Another one to bother you, I want to have a couple Global edit specification avaliable in all projects. I tried using the manage library copying it from project to system and viceversa. All the other features(calculated fields, filters etc) becomes available in other projects, while the Global edit doesnot become available in a a new project. A global edit saved in a single project disappears from the list when I close and reopen it. However, I can copy it again from the System and do my work, but usually i have to do changes in around 150-170 projects at a time and trying to always copy the spec from the system wastes a lot of time. Am I missing something to save the Global edit specs in each project?
Much appreciate if could help.
Thanks in advance.
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