Short Cut to Transfer Data in Excel onto P6

Member for

20 years 6 months

Mike,

1) Open the project you want to change.

2) Select FILE>EXPORT

3) Select Spreadsheet XLSX as the export option

4) Select the Resource Assignments optoo

5) Ensure the chosen project is ticked

6) Select a Template, or add/modify and esnure this new template includes the data field you want exported (ie Budgeted units)

7) Select a directory and filename for the exported XLSX file and press Finish

 

8) Now you will have a list of all resource assignments and budgeted units. Modify this spreadsheet file as required, save and close.

Now back in P6,

9) select FILE>IMPORT 

10) select Spreadsheet XLSX

11) Point to the file you saved in 8)

12) Select the project to import to and press finish.