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Oracle Primavera - PM6

Importing Resource Assignments

In the Open Standard
Jon WardMember for 18 years 4 months
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Hi all - ANY advice would be very much appreciated,,,

I am currently running imports into P6 (from an xls workbook) that give me both Activities and Resource Assignments, my question is this – is there a method of OVER-WRITING the resources during the import, to be more specific – if ACTIVITY001 has a resource of ‘electrician’ and for what ever reason the activity has been changed (in the xls import file) to be ‘pipe fitter’, following my import ACTIVITY001 will have both ‘electrician’ & ‘pipe fitter’ (‘electrician’ will be the primary resource), I just want the new import to overwrite the current resource if that makes sense??

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  1. 0
    Raymund de Laza ·
    #1

    Jon, In excel, Use the

    Jon,

    In excel, Use the rightmost column to delete the existing ("Y") then copy the same activity to another row for the new resource. Then import.

    Hope this will help.

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  2. 0
    Jon Ward ·
    #2

    Thank you Raymund, What is

    Thank you Raymund,

    What is the name of the field/column that I need to insert the 'Y' (for deletion) into? is this field/column on the TASKRSRC tab of the import workbook? I import both TASK and TASKRSRC in order to update all of my fields.

     

    Once again, many thanks

     

    Jon

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  3. 0
    Jon Ward ·
    #3

    also Raymund, (apologies for

    also Raymund,

    (apologies for the continual questions), how do i set a horizontal line that details the limit that I would like to set for the resources within the Activity Usage Profile view in P6,, i currently view BUdgeted Labor Units, Actual and Remaining as a traditional bar-chart however I would like to see a horizontal line across that I can use to level against (manualy before I sutomatically level)

     

    Once again, many thanks

     

    JOn

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  4. 0
    Anning Sofi ·
    #4

    (here is Primavera's help

     

    (here is Primavera's help info on deleting row in  the import worksheet.)

     

    Delete Project data in the XLS file

    To delete project data using Microsoft Excel, place a 'D' or ' d' in the Delete This Row column for the selected row in the worksheet. When importing, the information included in the deleted row will be removed from the project.

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  5. 0
    Raymund de Laza ·
    #5

    Jon, Here is the excel

    Jon,

    Here is the excel window.

     

     

    For the Resource Limit modify the Max Unit per Time to show the limit line on the profile.

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  6. 0
    Jon Ward ·
    #6

    thanks again Raymund -

    thanks again Raymund - excellent help!!

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  7. 0
    Jon Ward ·
    #7

    sorry Raymund - this shall be

    sorry Raymund - this shall be the last question, how do i turn the limit line on and off? i.e. make it visable,, i have looked through the Activity Usage Profile options and cannot see it anywhere?

     

    many thanks

     

    Jon

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  8. 0
    Raymund de Laza ·
    #8

    Jon, You are Welcome. Here is

    Jon,

    You are Welcome.

    Here is how to On - Off Limit line. Uncheck "Show Limit"

     

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  9. 0
    Zoltan Palffy ·
    #9

    you have 2 options option

    you have 2 options 

    option #1

    delete ALL of the existing resources and import new

    option #2 

    export all activites with resources then in excel do a vlookup to compaire the existing to the new and if it is not found delete the resource by putting a Y in the last column that is exported 

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