please how to update P6 using excell !

Hi Mimoune,

You do not need to do it in P3 and export to P6. This is the reason why some of your activities losing their WBS.

You can update actual units & budgeted labor units using excel spreadsheet. However, make sure that your "Recalculate Actual Units & Cost when duration % complete changes" is untick.

The only problem is, you cannot update physical % complete using excel spreadsheet without the help of PATTLNK_632006_536-xerFileParser&Builder. Because physical % complete can be updated only in P6 windows.

Try this link to download:

http://knowledgebase.primavera.com/attachment/PATTLNK_632006_536-xerFileParser&Builder.xls

Let me know in order to assist you.

HTH.

Arnold

Mimoune
Excel Export/Import works very similiar to P3. In P6 you can update physical % complete for whole activity (percent complete type = Physical per activity!), units % complete per resource assignment.
But I don’t like physical % complete. The "90%-syndrome" doesn’t exist without reason. I learnt not to rely on this value given by those who perform an activity.
A possible solution might be the use of user defined fields. Then you’ll have a chance to control before running a Global Change - user-defined --> Physical %.

Bonne année
Dieter

thanks dieter and arnold

but no luck for me whatever i do it simply don’t update, i even created a new project from scratch just to be sure that there is no thing that got wrong in the process of importing p3 to p6, but without help.

as i am very new to PM6, perhaps i am missing some very obvious option, anyway thanks very much, it seems i will be stuck to p3 for a long time ;)


mimoune

I’m using Primavera 6.2 and already tried to update using Excel. I didn’t have that kind of problems (activities losing their WBS). My suggestion is that you update Primavera to the last service pack (P6.1 SP2) or version (P6.2).

Unfortunately, in a similar process, I got a different kind of Primavera error. After doing the export file (xls), the output/result had less activities than the normal layout with the same filters. I was pretending to send the Excel file to my team, for update and after collect all input, update the time schedule instead of using the TimeSheets.

Mimoune and António

For my experience the only "chance" to loose activities is a filter in the export-template. If you start the export --> xls --> type --> projects --> select template --> select "Modify". Which filter is activated - Antómio, really the same combination? Was this the reason for the missing activities.

Missing wbs: A column of the table "task" is
"wbs_id (FK, int, not null)". So it’s impossible to loose a wbs. Maybe you’ll add the column "WBS" to your export file to check.

Up to now I didn’t experience these problems.

Regards

Dieter

Hi Arnold,

thanks for the link, especially the diagnosis tool is fantastic. not gone into much detail, but overall its Excellant

Hi Rav,

You are welcome. That’s really great & helpful. I used to create WBS & Activity Codes using Parser & Builder.

Regards,

Arnold

Arnold,
when i try to use your excell file, it complains about some VB object that it is not found on my computer !!?

any idea ?

Hi Mimoune,

It happened to me once as well. I don’t have any idea because I don’t know how to use Visual Basic & Macro in Excel. However, when I tried to open again it is working. As far as I can remember I open this file in one of my student’s laptop and it is opening without any problem.

I suggest you can ask and post this problem in www.mrexcel.com

Regards,

Arnold

arnold

it seems the fault is an outdate file in windows xp,
http://windowsxp.mvps.org/comdlg32.htm,
it works, thanks, thanks, thanks, thanks.

Dieter,

you are right, the missing wbs is due to some foreign key not found ( something like that ;)
and for the update, i was wrong from the beginning, i should update TASKRSRC not TASK.

i have read that in P6 we should only update only one field at the time, is it right ? i hope not.

thanks very much for your input, you rock guys

Hi Dieter

In my case, I was doing like you said. Nevertheless, with the same filters, before start Export, I had 20 activities. After doing Export, confirming that the filters are the same, I got 11 activities in the excel file.

Curious, isn’t it?

@mimoune

Regarding the update only a field at the time, I read the same in P6 Manual. I think this was done to avoid mistakes when you are inserting for example: actual date, remaining duration or finish date. What priority should Primavera gave to calculate other fields. Nevertheless, try it and check the results.

Cheers,
António

Mimoune
I have no information on that restriction.

António

You may send me your (test) project with a screenshot of your export-template. Then I’ll try the same.

Regards

Dieter

please guy, can you help us, poor new wannabe P6 users, by a step by step tutorial on how to import an excell file, with budget quantities, actual quantities and physical % complete.