Skip to content

Importing into P6 using Microsoft Excel

John ReevesMember for 13 years 5 months
Created
2
3
0

I have been using P6 a long time but only import actuals and changes using MS Excel occassionally.  I have forgotten the "little things", - it is not importanting all of the data - what are the common mistakes? - Do I have to put a U somewhere or include some account code or something, possibly some things cannot be updated?  I do not know what I am forgetting.

2 replies

Oldest first
  1. 0
    Rodel Marasigan ·

    Basic Importing Note P6 using

    Basic Importing Note P6 using MS Excel

    1) Any fields with * are calculated field and cannot be imported

    2) There are 5 tables that can be updated using MS Excel such as:

    a) Activity table (TASK)
    b) Activity Relationships (TASKPRED)
    c) Expenses (PROJCOST)
    d) Resources (RSRC) - resource library
    e) Resource Assignment (TASKRSRC)

     

    Default columns per subject area   
    ActivitiesActivity RelationshipsExpensesResourcesResource Assignments
    Activity IDPredecessorActivity IDResource IDActivity ID
    Activity StatusSuccessorExpense ItemResource NameActivity Status
    WBS CodeRelationship TypeActivity StatusResource TypeResource ID
    Activity NamePredecessor Activity StatusBudgeted/Planned CostUnit of MeasureRole ID
    StartSuccessor Activity StatusActual CostRole IDCost Account ID
    FinishPredecessor ProjectRemaining CostDefault Units / TimeResource Type
    ResourcesSuccessor ProjectAt Completion Cost Price / Unit
     Predecessor WBS  Start
     Successor WBS  Finish
     Predecessor Activity Name   
     Successor Activity Name   
     Lag   
     Predecessor Primary Resource   
     Successor Primary Resource   

    Note:

    Italic text indicates that the column is required for importing and exporting. The column cannot be removed from the export template and must exist in the import file to import successfully.

  2. 0
    Santosh Bhat ·

    Also remember, if you

    Also remember, if you generate an XLS Export from P6, the columns marked with an (*) cannot be imported in.

Log in or join to reply

ProjectControls.com is free to join. Members can post questions, reply, vote and follow discussions.

Existing members: your original username and password still work. Forgot password?