Primavera is smart enough to pivot data into Excel, to pivot data from Excel into Primavera you would need to install the SDK and write LOTS of low level stuff in an environment that an IT professional would recognise, but is way beyond us planners.
You have a lot of challenges here. Most significantly a single record in Primavera, for example an activity that is three months long with a single cost of £300,000 on a single resource assignment record, becomes three cells in Excel, one for each month, each with £100,000 in it. You change one of these values in Excel. You have changed “part” of the record in Primavera. The rules required by any system to change the spread of the resource record required to “paste” this into Primavera are mind boggling. You might as well have copied the data into Power Point, for all the help that Excel can give you here.
You have to find a way of doing this WITHOUT moving the data into excel.
The stunningly smart way of doing this in Primavera is to drag bars around in the Resource Spreadsheet view, this has the huge advantage over excel in that if you “fix” a dragged activity in the barchart and then schedule the plan, all the other activitiess time phased costs are recalculated based on the networks interdependencies. How could your boss even think about doing this exercise disconnected from a scheduling engine? Open your one activity example project in the resource spreadsheet view, and right-click in the spreadsheet area to access the spreadsheet fields aggregated.
Member for
21 yearsRE: Time Phase Budget Data
Well,
Primavera is smart enough to pivot data into Excel, to pivot data from Excel into Primavera you would need to install the SDK and write LOTS of low level stuff in an environment that an IT professional would recognise, but is way beyond us planners.
You have a lot of challenges here. Most significantly a single record in Primavera, for example an activity that is three months long with a single cost of £300,000 on a single resource assignment record, becomes three cells in Excel, one for each month, each with £100,000 in it. You change one of these values in Excel. You have changed “part” of the record in Primavera. The rules required by any system to change the spread of the resource record required to “paste” this into Primavera are mind boggling. You might as well have copied the data into Power Point, for all the help that Excel can give you here.
You have to find a way of doing this WITHOUT moving the data into excel.
The stunningly smart way of doing this in Primavera is to drag bars around in the Resource Spreadsheet view, this has the huge advantage over excel in that if you “fix” a dragged activity in the barchart and then schedule the plan, all the other activitiess time phased costs are recalculated based on the networks interdependencies. How could your boss even think about doing this exercise disconnected from a scheduling engine? Open your one activity example project in the resource spreadsheet view, and right-click in the spreadsheet area to access the spreadsheet fields aggregated.
Have fun!