Guild of Project Controls: Compendium | Roles | Assessment | Certifications | Membership

Tips on using this forum..

(1) Explain your problem, don't simply post "This isn't working". What were you doing when you faced the problem? What have you tried to resolve - did you look for a solution using "Search" ? Has it happened just once or several times?

(2) It's also good to get feedback when a solution is found, return to the original post to explain how it was resolved so that more people can also use the results.

Short Cut to Transfer Data in Excel onto P6

1 reply [Last post]
Mike planner
User offline. Last seen 2 years 24 weeks ago. Offline
Joined: 3 Feb 2011
Posts: 46
Groups: None

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 

 

 

7178
capture1.jpg
7179
capture2.png

Replies

Santosh Bhat
User offline. Last seen 8 weeks 4 days ago. Offline
Joined: 15 Apr 2005
Posts: 381

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.