Update of user defined Field (UDF) based on another UDF

A
Alex Wong 👤 Member for 23 years 4 months

Dear All,



I been facing the same issues daily importing/exporting data and decided to take on challenge myself to ease the pain. I had comes up with a easy to use program to modify data within P5/P6. After testing it to the death I would like to share with everyone.



If you are interested please send me a PM and I will send you a copy of the program within next few weeks



Regards



Alex

N
Neil Deaville 👤 Member for 18 years 8 months

I’ve figured out part of my problem. The activity5x.xls only updates ’activity resource assignment’ UDF’s that are text fields and ignores numbers, integers, dates etc.



Anyone have any ideas why before I start hacking through the VBA?

K
K D 👤 Member for 18 years 8 months

Hi Niel.

Be sure you select "Activity Resource assignment" type when you create UDF.



Thanks

R
Rodel Marasigan 👤 Member for 19 years 7 months

Niel,



Send me a PM with your email address so I can help you in much better communication.



HTH,

Rodel

N
Nikhil Menkudale 👤 Member for 18 years 8 months

Hi Neil,

Have you tried "GLOBAL CHANGE" (tool) in P5 ? You can put some logical conditions to update the UDFs as desired.



Regards

Nikhil

N
Neil Deaville 👤 Member for 18 years 8 months

I’m still having problems.

the activity5x.xls spreadsheet doesn’t bring back the UDF I’m interested in when I do "Get Resource Assignment UDF". it bring sback similar UDF’s which look as though they are setup the same. Can anyone think what i am missing?



Cheers



Neil

K
K D 👤 Member for 18 years 8 months

Hi Neil.

Primavera have a macro tool to "Get Activity UDF" and "Set Activity UDF". This was programmed on Excel so it can connect to database and export data to excel sheet. After update on excel ,click "Set Activity UDF", it will update data in database.

You can download this free tool at Primavera POINT website as long as you’re still on maintenance.



Thanks

A
Andrew Podolny 👤 Member for 21 years 7 months

Hi Neil.

My honest opinion - the API & SDK way is much more complicated than Import / Export exercises. I did same routine tasks for my P3 projects - pipe #, batch #, length, heat # were imported through DBF using MS Access quite easily. P5 - in case you have several projects - just open it at once and export UDF to Excel then you will have 3 key fields in your exported spreadsheet - Project ID, WBS ID, Activity ID - just update the UDF from your external source and import back to P5.

Regards,

Andrew

N
Neil Deaville 👤 Member for 18 years 8 months

I can’t see that udfvalue is available in the SDK.



Is my only option to update the PMDB database directly?

R
Rodel Marasigan 👤 Member for 19 years 7 months

Neil,



You can use ODBC or SDK to update your PMDB database in one go. It requires knowledge on database and use update query by linking your Excel spreadsheet to PMDB database table. You need 2 tables in PMDB database which are UDFTYPE table that identify the Users define type/ name/ projects and UDFVALUE table where all the values are stored.



Hope this help,

Rodel

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