Gentlemen,
I am very new to this concept. I can create schedule and can create resources and assign in P6 (individual activites) , but I heard that we can import Resources from Excel to Primavera and also Vice versa.
Kindly tell me how to upload the resources from excel to P6 v7 and also reverse ?
Please email if any related documents.
thank you for sharing your knowledge.
Prasad
of course it works
Hi
Thanks for your reply, Its worked.
Now, i have created the baseline schedule (with all durations, logic but except the assigning resources). As you said, I have created the resources in excel and imported to P6. Now the next step is to assigning the resources (Manpower, Machinary, Material) to Activites . I can assing the resources in P6 using (> Activity details tab > Resources tab > Add resource) but
Please tell me , is there anyway to assign the resources to all activites using - excel/import/export technique or any other short route for this step ?
I will be glad for your clear explanation.
Thank you,
Prasad
Hi Alex,
Thanks for your reply. Its worked out.
Please clarify another query.
I have created the schedule baseline (with all durations, logic but except the resource assigning). As you said I have created/ defined the resources in Excel and imported to P6. Now the next step is to assigning the resources ( Manpower, Material , Machinery) to the individual activites in the schedule.
I can assign the resources from P6 ( Activity Detaisl tab > Resource Tab > Add resource ... ) But,
please tell me is there any way to assign the resources to all the activites using excel -export/import technique or any short route for this step ?
I will be glad to your clear explanation.
Prasad
create a resource call it lumpsum
make sure that calculate cost from units is set to no
filter for what you want to resource load
edit select all
right click assign resources and select lumpsum
now file export xlsx
modify what you are eqporting to include budgted labor costs and budgeted unit hours
export to excel
modify ONLY the cost and units in excel
save the file in excel
select file import
select xlsx
select the excel file and import it.
Hi Prasad,
the easisest way to do is to first EXPORT a resource table from P6 to XL;
go to File, Export, Spreadsheet, Resources; you might want to modify the default export template to add/delete fields
then, open the XL file and create all your resources; be sure not to modify the column structure in XL
when you are finished, save the XL file and
back in P6, go to File, Import, Spreadsheet, ...
Alexandre