Cost Accounts

Hi,

Can we allocate Cost Accounts to the Resources and Expenses via exporting and importing spreadsheets?

Please explain the procedure for it.

Thabks in advance!

Oracle Primavera - PM6
Z
Zoltan Palffy 👤 Member for 16 years 11 months
· Permalink

First you have to create the cost accounts in the cost account dictionary. Once it is in there you can import it with the associated resource. 

create a new resource call it LUMPSUM and make it a labor type. MAKE SURE THAT CALCULATE COST FORM UNITS IS NOT CHECKED. Then select the actvities that you want to add resource for then rigth clicl and select assign then relect resource and select the LUMPSUM resource. 

1. Go to FILE, EXPORT function. Make sure you select the SPREADSHEET – (XLS) selection under the Export choices.
2. After selecting SPREADSHEET – (XLS) your Export Type dialog box will appear. Select Resources and Resource Assignments and then select Next
3. This will then display the Projects To Export dialog box. Place a check mark next to the project to export and then select Next
4. This will then display the Excel Export Select Template dialog box. If you do not have a template select the ADD button. Then select MODIFY
5. The first thing you will notice is that the SUBJECT AREA drop down does not show Activites as a viable selection (see graphic below). This is due to the fact that we only selected RESOURCES and RESOURCE ASSIGNMENTS in the Export Type dialog box.
6. In the Modify Template dialog box you will choose the items that you would like to export. Choose the Columns tab to select the items that you want ot export. A majority of the items shown in the Selected Options portion of the dialog box CANNOT be taken off. Before you go to the next step make sure your. You will now choose Budgeted Units and At Completion Units from the UNITS category under available options. Use the right arrow to bring it over into Selected Options. You can also select a filter (under the filter tab) and also choose the sort order (under the sort tab).
6.Select Ok
7. Select NEXT after you have completed the Export Template section
8. Name the file to whatever RES.xls
9. The Summary dialog box lets you know where the file was exported to and what the general parameters of the export were. Select FINISH to complete the process.
10. Navigate to the file you exported it and open it in Excel. Once it is open select the TASKRSRC tab at the bottom of the screen and you will see the data you exported. There is no activities tab in this export as only resources were exported.
11. Edit your data in excel.
12. After making the changes or additions to your export template, you will want to IMPORT the file back into P6. To do this you will select File, Import and choose the excel file when importing it ONLY CHOOSE RESOURCE ASSIGNMENTS
 

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