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RESOURCE LOADING FROM EXCEL TO PRIMAVERA (P6v7)

Prasad KukunuriMember for 13 years 7 months
Created
5
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Gentlemen,

 

I am very new to this concept. I can create schedule and can create resources and assign in P6 (individual activites) , but I heard that we can import Resources from Excel to Primavera and also Vice versa.

Kindly tell me how to upload the resources from excel to P6 v7  and also reverse ?

Please email if any related documents.

thank you for sharing your knowledge.

 

Prasad

(prasad.e3@gmail.com)

5 replies

Oldest first
  1. 0
    Alexandre Faulx-Briole ·

    Hi Prasad,the easisest way to

    Hi Prasad,

    the easisest way to do is to first EXPORT a resource table from P6 to XL;

    go to File, Export, Spreadsheet, Resources; you might want to modify the default export template to add/delete fields

    then, open the XL file and create all your resources; be sure not to modify the column structure in XL

    when you are finished, save the XL file and 

    back in P6, go to File, Import, Spreadsheet, ...

    Alexandre

  2. 0
    Zoltan Palffy ·

    create a resource call it

    create a resource call it lumpsum

    make sure that calculate cost from units is set to no

    filter for what you want to resource load

    edit select all

    right click assign resources and select lumpsum

    now file export xlsx

    modify what you are eqporting to include budgted labor costs and budgeted unit hours

    export to excel

    modify ONLY the cost and units in excel

    save the file in excel

    select file import 

    select xlsx

    select the excel file and import it.

  3. 0
    Prasad Kukunuri ·

    Hi Alex, Thanks for your

    Hi Alex,

     

    Thanks for your reply. Its worked out.

    Please clarify another query.

     

    I have created the schedule baseline (with all durations, logic but except the resource assigning). As you said I have created/ defined the resources in Excel and imported to P6. Now the next step is to assigning the resources ( Manpower, Material , Machinery)  to the individual activites in the schedule.

    I can assign the resources from P6 ( Activity Detaisl tab > Resource Tab > Add resource ... ) But,

    please tell me is there any way to assign the resources to all the activites using excel -export/import technique  or any short route for this step ?

     

    I will be glad to your clear explanation.

     

    Prasad  

  4. 0
    Prasad Kukunuri ·

    Hi Thanks for your reply, Its

    Hi

     

    Thanks for your reply, Its worked.

     

    Now, i have created the baseline schedule (with all durations, logic but except the assigning resources). As you said,  I have created the resources in excel and imported to P6. Now the next step is to assigning the resources (Manpower, Machinary, Material)  to Activites . I can assing the resources in P6 using (> Activity details tab > Resources tab > Add resource) but

     

    Please tell me , is there anyway to assign the resources to all activites using - excel/import/export technique or any other short route for this step ?

     

    I will be glad for your clear explanation.

     

    Thank you,

    Prasad

     

     

     

     

  5. 0
    Zoltan Palffy ·

    of course it works

    of course it works 

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