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Short Cut to Transfer Data in Excel onto P6

Mike plannerMember for 15 years 8 months
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Hi All, 

 

Is there a short cut in my to replace the budgeted unit in activity cost 
 
For example, the 5 budgeted unit to replace by 9667.24 on my excel sheet. 
 
Note:
There are 2 budgetted unit in each activity. One is my cost and another is my resources. I do not want to change the Mec.Mechanical value because its my labour resource. I only want to change the Activity Cost.Activity Cost. Value
 
I have about 800 Activity Costs to transfer from Excel to P6 to Activity Cost. If there is a short cut, it would save me a lot of time. 
 
THANKS! 

Mike 

 

 

1 reply

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    Santosh Bhat ·

    Mike,1) Open the project you

    Mike,

    1) Open the project you want to change.

    2) Select FILE>EXPORT

    3) Select Spreadsheet XLSX as the export option

    4) Select the Resource Assignments optoo

    5) Ensure the chosen project is ticked

    6) Select a Template, or add/modify and esnure this new template includes the data field you want exported (ie Budgeted units)

    7) Select a directory and filename for the exported XLSX file and press Finish

     

    8) Now you will have a list of all resource assignments and budgeted units. Modify this spreadsheet file as required, save and close.

    Now back in P6,

    9) select FILE>IMPORT 

    10) select Spreadsheet XLSX

    11) Point to the file you saved in 8)

    12) Select the project to import to and press finish.

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