Importing into P6 using Microsoft Excel

I have been using P6 a long time but only import actuals and changes using MS Excel occassionally.  I have forgotten the "little things", - it is not importanting all of the data - what are the common mistakes? - Do I have to put a U somewhere or include some account code or something, possibly some things cannot be updated?  I do not know what I am forgetting.

Oracle Primavera - PM6
S
Santosh Bhat 👤 Member for 21 years 1 month
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Also remember, if you generate an XLS Export from P6, the columns marked with an (*) cannot be imported in.

R
Rodel Marasigan 👤 Member for 19 years 7 months
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Basic Importing Note P6 using MS Excel

1) Any fields with * are calculated field and cannot be imported

2) There are 5 tables that can be updated using MS Excel such as:

a) Activity table (TASK)

b) Activity Relationships (TASKPRED)

c) Expenses (PROJCOST)

d) Resources (RSRC) - resource library

e) Resource Assignment (TASKRSRC)

 

Default columns per subject area      
Activities Activity Relationships Expenses Resources Resource Assignments
Activity ID Predecessor Activity ID Resource ID Activity ID
Activity Status Successor Expense Item Resource Name Activity Status
WBS Code Relationship Type Activity Status Resource Type Resource ID
Activity Name Predecessor Activity Status Budgeted/Planned Cost Unit of Measure Role ID
Start Successor Activity Status Actual Cost Role ID Cost Account ID
Finish Predecessor Project Remaining Cost Default Units / Time Resource Type
Resources Successor Project At Completion Cost   Price / Unit
  Predecessor WBS     Start
  Successor WBS     Finish
  Predecessor Activity Name      
  Successor Activity Name      
  Lag      
  Predecessor Primary Resource      
  Successor Primary Resource      

Note:

Italic text indicates that the column is required for importing and exporting. The column cannot be removed from the export template and must exist in the import file to import successfully.

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