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Oracle Primavera - PM6

P6.1 importing resources from excel

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Roozbeh TaheriMember for 23 years 5 months
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When I import resources from excel, I receive the massage that "the import was successful", however the resources do not appear in the resources window, and therefore I cannot assign them to activities. Do you have any idea why this happens?

My other concern regarding importing resources from excel is that in P6 it is required to select a project to be updated in import window, while resources are not project specific data, and I think P6 should not require to a specify a project in order to import resources. Maybe I am not using a correct procedure for importing resources.

I would appriciate for the correct steps to be taken to import resources from excel to P6.1
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11 replies

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  1. 0
    Rodel Marasigan ·
    #1
    Roozbeh,
    P6.1 Resource import function in excel doesn’t work but resource Assignment is working fine. You have to use Excel SDK (Dictionary6.xls)

    PMRef Guide:
    "In the Project Management module, users cannot import any global data that does not currently exist in the Project Management database, such as resources, codes, cost accounts, and so on."
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  2. 0
    Arsalan Ali ·
    #2

    From where can we download

    From where can we download the Excel SDK? 

    Report
  3. 0
    Arsalan Ali ·
    #3

    From where can we download

    From where can we download the Excel SDK? 

    Report
  4. 0
    Alfredo Jr. Hubilla ·
    #4

    Roozbeh, You can not import a

    Roozbeh,

     

    You can not import a Resource if you dont have an open project or where you want to put this resource to your project. Just try using SDK (Software Development Kit) for you to add Resources even without an open project.

     

    Hope this can help

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  5. 0
    Anning Sofi ·
    #5

    As you said, "Maybe I am not

    As you said, "Maybe I am not using a correct procedure for importing resources.". - and that is true.

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  6. 0
    Anning Sofi ·
    #6

    Roozbeh, just to complete my

    Roozbeh, just to complete my posting below:

    1) As Rodel mentioned, resource import in excel will not work. You have then to define your resources in the global database (Enterprise -> Resource->... ), defining the resource type, details and unit/price as required..

    2) Now, if you wish to do import, use the resource assignment module; export from your project a resource assignment template; then assign your resources thru exce to the template; Your file is ready for import, subject to the file size limitations.

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  7. 0
    Nafees Ghouri ·
    #7

    I have around 9000

    I have around 9000 activities. can i assign resources to all activities. What is the limitation
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  8. 0
    Abilash Palakkadan Mathew ·
    #8

    If you have 9000activities

    If you have 9000activities based categories assign the resources by selcting that sort of multipile activites like all steel activities select and assign the required resources. Later export to excel and readjust the bq and import back
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  9. 0
    Ayman Farag ·
    #9

    DearsWhen I tried to import

    Dears

    When I tried to import Excel file into Primavera P6 Release 7 , the final window of importing (Select the project you would like to import the Excel into it) did not show any projects to be selected.

     

    I guess this could be due to limited rights or OBS/EBS organizing, but I could not reach out how to solve it.

     

    Any suggestion to solve it.

    Report
  10. 0
    Ayman Farag ·
    #10

    DearsWhen I tried to import

    Dears

    When I tried to import Excel file into Primavera P6 Release 7 , the final window of importing (Select the project you would like to import the Excel into it) did not show any projects to be selected.

     

    I guess this could be due to limited rights or OBS/EBS organizing, but I could not reach out how to solve it.

     

    Any suggestion to solve it.

    Report
  11. 0
    Zoltan Palffy ·
    #11

    make sure that you have the

    make sure that you have the rights to do this and click on the 3 little dots in the lower rigth hand corner of the box 

    Report

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