Export and Import - Resource and Duration

Go to the resource directory and create a new resource and call it lumpsum make the type labor. When you make it make sure that calculates costs from units is set to NO.

Go to the activities directory and filter for all of the activities that you want the resource on. Then select all of the activities by highlighting them.

Right click and select assign and then select resources and select the resource that you just created called LUMPSUM

This will make the budgeted units equal to whatever the duration is times 8. ie 5 days will be 40 manhours 

Go to file export and select xls then select resource and resource assignments. When you get to the Select Template select add. In the column tab expand the left side under available and expand the Units category and select Budgeted Units and take that to the right side.

Click on the filter tab select add and create a new filter

Where resource id name equal LUMPSUM

Select next and export the units to excel

Open excel and look at the TASKRSRC tab at the bottom and look for the column labeled as target_qty Budgeted Units(h)

Populate this column with the appropriate units (MANHOURS) and then save the file in excel.

In P6 go to the Projects Directory and make sure that your project is highlighted click on the Resources tab and make sure that in the lower right under RESOURCE ASSIGNMNETS that Resources can be assigned to the same activity more than once is NOT checked.

Now got to the calculations tab and make sure that under Resource Assignments that when updating actual units or costs that Subtract Actual from At Completion IS CHECKED.

Also make sure that Recalculate Actual Units costs and Costs when duration % complete changes IS CHECKED

Also make sure that Link Actual and Actual This Period Units and Cost IS CHECKED

Next go to the Activities Directory and select file import and select xls. File the excel file that you saved and when you get to the Import Type screen ONLY CHOOSE RESOURCE ASSIGNMENTS and import the excel file.

Import the units from excel to P6

if you want to do this for costs also then export the budgeted cost field as well

export to excel

populate it in excel

save

import back into p6

Wow,

Thanks Zoltan,

Really a good step by step guide. A good experience it is.

Regards

Jithin

thank you

Zoltan,

A Doubt.

Everything worked and the schedule is now reource loaded.

But after which I added resource directly to an activity on the schedule  example,

Earlier I had only 40 Hrs for Fitter, But then when I added the Helper resource, automatically it split the hours into 20 for Fitter and 20 for helper.

But I want it to be 40 for fitter and 15 For helper.

Instead of manually changing the hours to what I want cant it not split the budgeted hours.

Regards

Jithin 

export to excel and fix

import back into p6