this is the easiest way to do this. I would suggest that you keep updating the same project id but BEFORE you update it copy it so you have a historical record for that update period and add the date into the project name.
for example if the project id is named CAR and is statused as of Feb 1 then prior to updating it copy CAR and name it to
CAR1-020119
Now you can add the next months (FEBRUARY) progress to CAR
Next Month copy CAR to CAR2-030119
This way all ofyour layouys wont go to wates and can be used over and over again
This tells you the update # and the date of the update. Its simple but effective
Thanks for the info. Big help I was thinking that this would work but wondered if there was easier methods. I will be doing this weekly as the contractors submit their updates. Again thanks for the help.
Member for
16 years 3 months
Member for16 years4 months
Submitted by Zoltan Palffy on Fri, 2019-02-22 16:01
you choose what do to during the update while importing
Open the project in P6 then select file import then select xer and then find the file to import
during the import options under the Import Action you can choose to Create New Project, Add Into Existing Project, Replace Existing Project or Update Existing Project
You can select Update Existing Project
Then under Update Project Options select Modify
You will now be at the Modify Import Configuration screen
then you can choose what and how you want to import the information
There are 3 different categories
Data Type: Activity
Data Type: Global
Data Type: Project
In each of these categories under the Action column you can choose to Update Existing, Do Not Import, Insert New or Update Existing.
for Activities you can just select Update Existing and the activities will be updated this this will also update the Activity Relationships and the Activity Resource Assignments
Under the Gllobal category thsi deals with Resources and can choose if you want to import them or update then you have the same actions available here.
Under the Project category you can update or add Activity codes, Activity code values, calendars and wbs
There is a lot of flexibility of how and what you want to import
Member for
23 years 4 monthsThanks again for the help
Thanks again for the help
Member for
16 years 3 monthsthis is the easiest way to do
this is the easiest way to do this. I would suggest that you keep updating the same project id but BEFORE you update it copy it so you have a historical record for that update period and add the date into the project name.
for example if the project id is named CAR and is statused as of Feb 1 then prior to updating it copy CAR and name it to
CAR1-020119
Now you can add the next months (FEBRUARY) progress to CAR
Next Month copy CAR to CAR2-030119
This way all ofyour layouys wont go to wates and can be used over and over again
This tells you the update # and the date of the update. Its simple but effective
Member for
23 years 4 monthsThanks for the info. Big
Thanks for the info. Big help I was thinking that this would work but wondered if there was easier methods. I will be doing this weekly as the contractors submit their updates. Again thanks for the help.
Member for
16 years 3 monthsyou choose what do to during
you choose what do to during the update while importing
Open the project in P6 then select file import then select xer and then find the file to import
during the import options under the Import Action you can choose to Create New Project, Add Into Existing Project, Replace Existing Project or Update Existing Project
You can select Update Existing Project
Then under Update Project Options select Modify
You will now be at the Modify Import Configuration screen
then you can choose what and how you want to import the information
There are 3 different categories
Data Type: Activity
Data Type: Global
Data Type: Project
In each of these categories under the Action column you can choose to Update Existing, Do Not Import, Insert New or Update Existing.
for Activities you can just select Update Existing and the activities will be updated this this will also update the Activity Relationships and the Activity Resource Assignments
Under the Gllobal category thsi deals with Resources and can choose if you want to import them or update then you have the same actions available here.
Under the Project category you can update or add Activity codes, Activity code values, calendars and wbs
There is a lot of flexibility of how and what you want to import