How to import WBS into P5 from Excel

M
Maya C 👤 Member for 19 years
Oracle Primavera - PM6
M
Mauricio Reyes-Quintero 👤 Member for 17 years 6 months
· Permalink

Can you give those steps tp create a new wbd in excel and the  export it to primvara P6.

 

Thanks for your help.

 

Cheers

R
Rodel Marasigan 👤 Member for 19 years 7 months
· Permalink

Hi All,



WBS in P3e/P5 can be import using ODBC connection into PMDB database. For those who are familiar in the structure of PMDB database and using ODBC should not have any problem importing or creating WBS thru SQL or ODBC using PROJWBS table.



Another way for those who don’t have access to ODBC and not familiar PMDB database I can teach you step by step using Excel spreadsheet to import your WBS but it requires some knowledge on the database structure because P3e/P5 database are using ID code and not name. It also needs a practice to understand how it works but I guarantee you that it works and worth of learning it.



For those interested send me a PM with your email address so I can send you also the sample file.



Regards,

Rodel

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Andrew Podolny 👤 Member for 21 years 6 months
· Permalink

I’ve used to use Excel macro which takes data from Excel spreadsheet and emulates keystrokes in P5 (through Windows API). Unfortunately it requires some programming skills but it’s worth it.

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David Kelly 👤 Member for 21 years 7 months
· Permalink

OOOPS,



Santosh Bhat is right, its our toolkit we use for WBS. The P3 route is the one.

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Santosh Bhat 👤 Member for 21 years 2 months
· Permalink

Dictonary.xls doesn’t let you modify the WBS structure for a project - unfortunately.



Another option, thats rather long winded is to:



1) Create the WBS using P3 (and its corresponding dictionary.xls file)

2) Import this into P5 as a flat WBS structure

3) Manually adjust each flat entry to suit your hierarchy.


D
David Kelly 👤 Member for 21 years 7 months
· Permalink

The rule in P5 is explicit and absolute, if a data item CAN come from a pick list, it MUST come from a pick list.



So the WBS must exist in the project before you import activity data in Excel.



Two choices.



Download Dictionary.XLS from the Primavera Support Centre. This uses the SDK to allow dictionaries to be updated.





Import your spreadsheet into P3, and migrate the P3 project.

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