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Copying activities to existing projects

Terry WhiteMember for 22 years 8 months
Created
9
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My work follows a standard series of Activities for each project. I copy activities to create new ones, but I need to change the Client name on each activity. Is there a way of doing this across all the activities at the same time ?

9 replies

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  1. 0
    Rodel Marasigan ·
    Hi Terry,

    There are so many ways of doing it. You can use global change, export/import utilities and RA excels Utilities which all will do a good job for you. It all depends on which you are comfortable with.

    Regards,
    Rodel
  2. 0
    Terry White ·
    Thanks Rodel

    I’ve worked out how to copy a series of Activities across, but when it comes to changing the Resp field, is there a way of selecting all the lines to be changed to a different person rather than doing each individual line ?

    Thanks

    Terry
  3. 0
    Rodel Marasigan ·
    Hi Terry,

    P3 has no capability of changing activity codes by selecting all activities like MSProject. The easiest way is to have a unique identification on your Activity ID so you can have a reference when you change it globally or export your activities into dbf or wk1 format which ever you’re preferred to use and open to excel program change it from their, then export it back to P3. An alternative way is using RA excel utilities that you can found in your P3 installation disk. If you need a copy, gave me your email address so I can email it to you.

    Regards,
    Rodel
  4. 0
    Terry White ·
    Hi Rodel

    I’ve sent the details via PM. Thanks a lot.

    Terry
  5. 0
    Pranab Kumar Deb ·
    Hello Rodel i also needed a copy if possible send to deb.icd@tajnet.com
    regards
    deb
  6. 0
    Kristian Gargullo, PMP ·
    Hi Mr. Rodel,

    Would you be so kind to share that same file with me. I’m quite eager to try this tool also. Please send it to kristiangargullo@zamilsteel.com

    tnx.

    kristian

  7. 0
    Benj Aquino ·
    Hi Mr. Rodel. May I request a copy of the tool you are referring to? Here’s my email - brennjz23@yahoo.com. Thanks a lot.
  8. 0
    Paul Winthrop ·
    Hi Terry,

    Have you tried using fragnets? There is a text replace function when you "retrieve" a fragnet which will let you replace a placeholder in the activity description with any text you wish.

    An easy way to update activity codes is to add the activity code column to your layout, enter the code in the first activity and then use Edit, "fill cell" to update the others.

    Regards,

    Paul
  9. 0
    Terry White ·
    Thanks Paul for this information. Its a useful tool and will allow me as you say to slip in extra projects into my plan as and when I need to.

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