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Importing Predecessors and Successors from Excel

Kashyap MothaliMember for 21 years 6 months
Created
14
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Is there a way to import both the predecessor and successor information from a spreadsheet (like excel) into P3?

I tried exporting a blank template from P3 first but all I could do was the successors (through the Successor Relationships Option), not predecessors.

Any suggestions will be appreciated. Thanks,

Kashyap Mothali

14 replies

Oldest first
  1. 0
    Jose Frade ·
    Some time ago it was posted a macro that would do that.
    The complete macro was for exporting from MSProject into P3, but with the necessary change it will work.

    Try to find related topics posted by colleague Hannes de Bruyne on the 19AUG05

    BR
    JMFrade
  2. 0
    Philip Jonker ·
    Hi guys,

    The trick is to set up a couple of dummy activities, and link them, and then export. This will give you the template you need.

    Regards
  3. 0
    Sen Moc ·
    Kashyap san,

    Yes, you are correct. When exporting P3 to spreadsheet, only “Export Successor Activity” option is available. What you will get in the spreadsheet is a list with column headings: Act ID, Successor ID, Lag & Relationship. You will notice that if one (1) activity has so many successors, the activity will be listed in the Act ID column more than once equal to the number of successors this activity has. Actually this is the default view after exporting to spreadsheet, you can easily see the successors activity.

    Now, here’s the trick if you want to see all the predecessors of an activity in a spreadsheet: Try to “sort” all the activities according to Successors.

    Hope this helps.

    Regards.
    Sen
  4. 0
    Sen Moc ·
    I mean, what you actually see in the "Act ID" column of the spreadsheet are the Predecessors and in the Successor ID column are the Successors of the activity.

    Sen
  5. 0
    Sukumaran Subaramaniyan ·
    Hi,

    After the work out, save the Excel file as one of the following extension before import to P3:
    a) Lotus 123 - .WKS / .WK1
    b) dBASE III - .DBF

    Regards.
  6. 0
    Kashyap Mothali ·
    Thanks all...Will try out the options asap.

    Kashyap
  7. 0
    David Kelly ·
    Now that PC’s are fast enough, don’t neglect the RA software that you get free of charge with P3 3.1. The sample RA enabled excel spreadsheet "Activities.xls" allows both successors AND predecessors to be read and written directly to P3
  8. 0
    Kashyap Mothali ·
    David,

    How do you access this "activities.xls" sample spreadsheet?
  9. 0
    David Kelly ·
    You copy the entire "RA" directory from the P3 distribution CD to your hard disk. I usually put it underneath the main "P3WIN" directory. The spreadsheet is under the "samples\excell" directory. "Activities.xls" and "project.xls" are enabled with "RA" instructions in the macros to read and write to P3 tables directly, but you will be asked to login with your usual P3 ID. RA is an amazing piece of kit, and the best kept P3 secret.
  10. 0
    Sen Moc ·
    David,

    You mean, there is an RA Software included in the original Installation CD of P3? Or is it still necessary to request Primavera?

    Please advise, since I don’t have the installation CD right now.

    Many Thanks.
    Sen
  11. 0
    Sen Moc ·
    David,

    Will appreciate very much if you could list down other uses of this RA software.

    Thanks again.
  12. 0
    Zhang Haixiang ·
    RA is not a software. It’s a programming interface.
    programmer can use RA to access P3 object.
    There is a file ra.dll on P3 CD, together with a lot of sample to demo how to using RA by VB/VBA/MS-Access...

  13. 0
    Sen Moc ·
    Thanks Zhang for your clarification and information.
  14. 0
    Kashyap Mothali ·
    This is great stuff!!! Thanks again,David.

    Kashyap

    p.s. - I noticed that although I am able to modify relationships, I am unable to delete the same through the excel spreadsheet and see the changes in P3. However, since deltions are generally fewer than adds, I don’t mind doing this manually in P3 itself!

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