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Process to Import Status / Progress in to Primavera P6

Sam DsozaMember for 20 years 3 months
Created
9
5
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Hello

What would the best way to import status in P6 be. Almost all activities will be "physical %".

How do I ensure the status gets logeed in accurately. Many a times when I export a spreadsheet out from P6 and import it back with updated status (% complete, RD, Actual Date), I still end up messsing up certain values. So wanted to check if there was a fool proof way of achieving this simple task without manually having to type it all in.

TIA

9 replies

Oldest first
  1. 0
    Zoltan Palffy ·

    1st export the data that is

    1st export the data that is to be updated 

    1. create a filter where activity status is not equal to compelte

    2. create a template for the export include the following

    activity id, activity description, original duration remaining duration, physical % complete, actual start, actual finish

    when you export this tempate chose the filter that you use created in step 1.

    3. export this info to excel and update the remaining duration, physical % complete, actual start, actual finish fields

    make sure to also incluse the start and finish TIMES. The actual start time should be i.e. 8:00 am or the earlies start time in all of the calendars being used and the actual finish time should be lates time of all your calendars being used i.e. 5:00 PM 

    4. save the file and import the data

    5. Change the data date the TIME for the data date should be i.e. 8:00 am or the earlies start time in all of the calendars being used.

    6. Analyze the results.

     

     

     

  2. 0
    Sam Dsoza ·

    Thanks, Getting quite a bit

    Thanks, Getting quite a bit of errors. % complete not going  through but actual dates are.

  3. 0
    Zoltan Palffy ·

    any column that has an

    any column that has an asterick * on it is not importable 

  4. 0
    Sam Dsoza ·

    I am using Physical %

    I am using Physical % complete column in update % complete but for some reason % complete does not change.

    I ahve checked formatting and all which seems to be fine.

     

     

  5. 0
    Zoltan Palffy ·

    what % does not change

    what % does not change physical ?

  6. 0
    Sam Dsoza ·

    yes, thats correct

    yes, thats correct

  7. 0
    Zoltan Palffy ·

    as I previously stated any

    as I previously stated any column that has an asterick * on it is not importable 

    as you can see below from the excel file that physical % complete is one of those fields.

    (*)Physcial % Complete(%) is one of those fields

    Here is the work around Export the field called Activity % Complete (%)

    then populate this with the % complete and import this Actviity % Complete back into P6

    then go to tools global change and select New

    make the parpameters look like this 

    where Activity % complete is greather than 0%

    then physical % complete = activity % complete

    then select change 

    then select Commit Changes (lower right)

    then exit the global change

    do this AFTER every time that you import a new % complete

  8. 0
    Sam Dsoza ·

    I am not sure how I missed

     I am not sure how I missed the * on physical % complete. My bad. Thanks a ton for providing the work around.

  9. 0
    Zoltan Palffy ·

    glad that I could help

    glad that I could help 

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