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How to update Unique Fields using excel and importing back to P6?

2 replies [Last post]
Wed, 2011-08-10 05:44
Voltaire Frederic...
User offline. Last seen 13 years 10 weeks ago. Offline
Joined: 24 Jan 2011
Posts: 2
Groups: Petro-Chem / Oil & Gas, Pinoy Planning Planet Community

Dear All:

 

Good day! I'm a beginner in using P6 and I have some problems updating the Units (Budgeted Nonlabor Units). What I am trying to do is to match the budgeted nonlabor units and the at completion nonlabor units in excel then import it back to p6.

Do you have any idea on how to update columns which are unique fiellds that has (*) in the column title? Thank you very much..

 

With best regards,

 

Voltaire

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Replies

Wed, 2015-04-15 11:30
#1
Zoltan Palffy
User offline. Last seen 7 weeks 6 days ago. Offline
Joined: 13 Jul 2009
Posts: 3089
Groups: None

any column heading with an * are not importable back into P6

however non labor units at completion should be able to be imported back into p6

as Mike suggested it might want to look at the "Link Budget and At Completion for not started activities"

also run this global change 

go to tools global change

new

where 

calculate cost from units equals yes

then 

calculate cost from units equals no

then select change on the right hand side

then select commit changes 

now try the importing again 

 

also go to the project directory make sure your project is highlighted

go to the calculations tab

on the rigt under resource assignments

make sure that 

under When updating Actual units or costs  that 

Subtract actual fro at completion is checked

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Tue, 2015-04-14 18:34
#2
Michael Lepage
User offline. Last seen 1 year 23 weeks ago. Offline
Joined: 10 Aug 2011
Posts: 37
Groups: None

Hi Voltaire,

 

I understand what you are trying to do, but rather than trying to force it, I have another suggestion.

Open the project, go back to the Projects page, highlight the project, check out the Calculations tab.  There is a checkbox there called "Link Budget and At Completion for not started activities".   

This, I believe will do what you're trying to do in excel.  It happens often, if you've imported a microsoft project file, that the budgeted and at completion units are not the same for not started activities.

 

As a beginner, you might also be interested in some Primavera tutorials at http://www.planacademy.com

Good Luck,

Michael

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