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Resource Assignment

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Rajeev Kumar
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Dear All,

Can somebody point some direction to how excel resource data can be imported to Open Plan like P3 does. The help file says there is a Open Plan Online guide which details about a "script" used to make customized Import/Export specification.

Any help is welcome.

Cheers

Replies

Rajeev Kumar
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Thanks Joanne.

I cant find such an option in the Global Edit window. May be I am using an older version? 2.5b :699 OPP

Regards
Rajeev
Joanne Foster
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Have you clicked "Share with others"? that should be an option when you create or edit a Global Edit.
Rajeev Kumar
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Thanks Joanne!The word document helped me very much.

Another one to bother you, I want to have a couple Global edit specification avaliable in all projects. I tried using the manage library copying it from project to system and viceversa. All the other features(calculated fields, filters etc) becomes available in other projects, while the Global edit doesnot become available in a a new project. A global edit saved in a single project disappears from the list when I close and reopen it. However, I can copy it again from the System and do my work, but usually i have to do changes in around 150-170 projects at a time and trying to always copy the spec from the system wastes a lot of time. Am I missing something to save the Global edit specs in each project?

Much appreciate if could help.

Thanks in advance.
Rajeev Kumar
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Many thanks Joanne.

I would like to see the word document.
Joanne Foster
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yes...you can create a transfer.dat entry to load in your activity data. If you want to load in Code Assignments, you must first load the Code File data.

Save your excel file as a csv, then in transfer.dat type

IMPORT csv Import Activities from Excel
TABLE ACT
FIELD ACT_ID
FIELD DESCRIPTION
FIELD ORIG_DUR
FIELD Cn (where n = the code field you want to import the data into)

If you send me a private message with your e-mail address, I can send you a word document I created which has the most frequently used fields I use for importing.

Regards
Joanne
Rajeev Kumar
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Is there a similar script for adding activities?
Suppose you have some 500 activities with IDs, descriptions, codes in an excel spreadsheet, is there a easier way to just import it into OPP?
Rajeev Kumar
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Thanks for the detailed reply Joanne. I will try it and let you know.

Cheers
Rajeev
Joanne Foster
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OPen Plan has nothing to do with P3 - they are different software packages
MUHAMMAD IQBAL
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Hi

Sorry for that I could not recogized you .

as i was extremly involved wat we were discussing.

any how thanks a lot for your responses.

Last time i visited this site i found it is other than p3.

can you look into wat i am looking for.

i mean xls scripting

thanks

Joanne Foster
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that’d be MS Joanne Foster...Joanne is a female name :)

Open Plan Professional (OPP) is scheduling software, competition to P3. More info can be found on www.welcom.com

MUHAMMAD IQBAL
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Hi
MR.
Joane Foster

Thankds for reply

can i have some thing about

OPP
Wat is this

is it other than p3 or p4.1( Enterprise)
where do i fine it

have u done scripting in XLS for Importing and exporting Data

thanks





Joanne Foster
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you need to search in the directory where OPP is installed (this might not even be you c:/)

it could be under c:/program files/welcom/open plan professional 3.1/

Do a search on the directory which OPP is installed for the transfer.dat file

Joanne

MUHAMMAD IQBAL
User offline. Last seen 1 year 49 weeks ago. Offline
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Posts: 34
Hi

Joanne Foster

wher do i find c:\program files\welcom\OPP31

I AM USING WINDOW XP

CAN YOU GIVE SOME MORE DETAILS

WHERE I CAN FIND THE OTHER SCRIPS



THANKS A LOT


Joanne Foster
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Hi Rajeev

If you are trying to import the Resource File you need to set up excel with the following columns (* = Mandatory, all others are options columns)
- Resource ID*
- Resource Description
- Resource Category eg Labour, Material, Subcontract, Other Direct Costs
- Resource Type eg Normal, Consumable, Perishable, Resource Pool
Save this as a csv file.

You then need to locate the transfer.dat file (normally located in C:\Program Files\Welcom\OPP31\ open the file in Notepad and add the following to the bottom of this file

IMPORT txt Import Resource File
TABLE RES
FIELD RES_ID
FIELD DESCRIPTION
FIELD RES_CLASS
FIELD RES_TYPE

When you log into OPP next, open your project (make sure your project is selected) you will find under File > Import > General and item called "Import Resource File", click that, and the select OK, it will ask you to locate your csv file, locate it, click Open then it should all import.

If you have an existing Resource File which you want to update, then your transfer.dat entry should be

IMPORT txt Import Resource File
TABLE RES
UPDATE
FIELD RES_ID
FIELD DESCRIPTION
FIELD RES_CLASS
FIELD RES_TYPE

If you are trying to import the Resource Assignment you need to set up excel with the following columns (* = Mandatory, all others are options columns)

- Activity ID*
- Resource ID*
- Level*
- Curve
- Period
- Offset

You then need to locate the transfer.dat file (normally located in C:\Program Files\Welcom\OPP31\ open the file in Notepad and add the following to the bottom of this file

IMPORT txt Import Resource Assignment
TABLE ASG
UPDATE
FIELD ACT_ID
FIELD RES_ID
FIELD RES_LEVEL
FIELD LEV_TYPE
FIELD RES_OFFSET
FIELD RES_PERIOD

When you log into OPP next, open your project (make sure your project is selected) then you will find under File > Import > General and item called "Import Resource Assignment", click that, and the select OK, it will ask you to locate your csv file, locate it, click Open then it should all import.

Once you have imported, check your log to make sure it loaded correctly, View > Log Viewer > Import/Export tab.

Hope this helps and doesn’t confused you further. All else fails, I think the Developer’s Guide Chapter 3 has information on transfer.dat.

Regards
Joanne
MUHAMMAD IQBAL
User offline. Last seen 1 year 49 weeks ago. Offline
Joined: 29 Aug 2005
Posts: 34
yes Dear

there is script that can run in excel envirnment by which you can cutomize the p3 data item in very friendly and time saving way.

u send me your project.give me your required data items to be exported i will send you xls file

You can even work in excel and SET the data in p3.
Customized Reports of Resources/cost can also be.....

engriqbal@yahoo.com