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Oracle Primavera - PM6

Importing Actuals without ResourceID

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Billy HolteMember for 11 years 3 months
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Hello All,

I am trying to automate my companies timesheet program with P6 through an excel import.

When i populate an activity in the taskrsrc tab with both the resourceid and the actual labor units, p6 imports as expected. 

For some activities, however, i have assigned a new resource in p6, and because the timesheet program does not know who is assigned, i do not want to import a potentially different resourceid as it will add a second resource to the activity.  When i try to import just the actual units, without a resourceid, p6 does not make the update. ( note there is a resourceid already assigned in p6, just not in the import file).

 

Is there anyway around this, a way to import actual units without a resourceid -- perhaps a setting or a permission that i do not have? 

 

Thanks!

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  1. 0
    Zoltan Palffy ·
    #1

    check thisgo to the project

    check this

    go to the project directory

    make sure that your project is highlighted

    click on the resource tab

    lower right corner make sure that Resource can be assigned to the same activity more than once is NOT checked

    also during the importing process choose to only only import resource assignments. 

    you have to have the resource id in the import file.  How could it possibly know what resource to update as there can be multiple resources for one activity. 

     

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  2. 0
    Billy Holte ·
    #2

    Thanks for the response.  I

    Thanks for the response. 

     

    I unchecked that box, but it did not have an impact.

    I agree with your logic that p6 would not know what resource to update. As a test, I performed an export of a dummy activity without resource assigned and it did not appear in the taskrsrc tab, which is consistent. What is suprising however is that this means there is no way to track actuals without a resource assigned? So the only way to update them by an excel import would be through percent complete?

    Is there a way to limit the number of resources assigned to a task to no more than 1? Would that remove the problem?

     

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  3. 0
    Billy Holte ·
    #3

    Another duplicate... :(This

    Another duplicate... :(

    This forum is really confusing as to when a post is submitted.

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  4. 0
    Raymund de Laza ·
    #4

    Suggests to use the Excel

    Suggests to use the Excel file to import through SDK.

    I hope it will help.

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  5. 0
    Zoltan Palffy ·
    #5

    not true you can import

    not true you can import actuals form excel 

    also during the importing process choose to only only import resource assignments. 

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  6. 0
    Billy Holte ·
    #6

    To close the loop on this - I

    To close the loop on this - I was not able to successfully import the actuals without the resourceid, however i found a work around that makes use microsoft query to look at the primavera table, identifies the resourceid that is actually assigned to the activity with P6, and then populate the excel import file as appropriate. A tidy little VBA code makes it all quite seamless.

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  7. 0
    Zoltan Palffy ·
    #7

    can you share this code with

    can you share this code with us ?

    Report

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