Process to Import Status / Progress in to Primavera P6

8 replies [Last post]
sam dsoza
User offline. Last seen 2 hours 23 min ago. Offline
Joined: 20 Jun 2006
Posts: 38
Groups: None

Hello

What would the best way to import status in P6 be. Almost all activities will be "physical %".

How do I ensure the status gets logeed in accurately. Many a times when I export a spreadsheet out from P6 and import it back with updated status (% complete, RD, Actual Date), I still end up messsing up certain values. So wanted to check if there was a fool proof way of achieving this simple task without manually having to type it all in.

TIA

Replies

sam dsoza
User offline. Last seen 2 hours 23 min ago. Offline
Joined: 20 Jun 2006
Posts: 38
Groups: None

 I am not sure how I missed the * on physical % complete. My bad. Thanks a ton for providing the work around.

Zoltan Palffy
User offline. Last seen 18 hours 24 min ago. Offline
Joined: 13 Jul 2009
Posts: 1630

as I previously stated any column that has an asterick * on it is not importable 

as you can see below from the excel file that physical % complete is one of those fields.

(*)Physcial % Complete(%) is one of those fields

Here is the work around Export the field called Activity % Complete (%)

then populate this with the % complete and import this Actviity % Complete back into P6

then go to tools global change and select New

make the parpameters look like this 

where Activity % complete is greather than 0%

then physical % complete = activity % complete

then select change 

then select Commit Changes (lower right)

then exit the global change

do this AFTER every time that you import a new % complete

sam dsoza
User offline. Last seen 2 hours 23 min ago. Offline
Joined: 20 Jun 2006
Posts: 38
Groups: None

yes, thats correct

Zoltan Palffy
User offline. Last seen 18 hours 24 min ago. Offline
Joined: 13 Jul 2009
Posts: 1630

what % does not change physical ?

sam dsoza
User offline. Last seen 2 hours 23 min ago. Offline
Joined: 20 Jun 2006
Posts: 38
Groups: None

I am using Physical % complete column in update % complete but for some reason % complete does not change.

I ahve checked formatting and all which seems to be fine.

 

 

Zoltan Palffy
User offline. Last seen 18 hours 24 min ago. Offline
Joined: 13 Jul 2009
Posts: 1630

any column that has an asterick * on it is not importable 

sam dsoza
User offline. Last seen 2 hours 23 min ago. Offline
Joined: 20 Jun 2006
Posts: 38
Groups: None

Thanks, Getting quite a bit of errors. % complete not going  through but actual dates are.

Zoltan Palffy
User offline. Last seen 18 hours 24 min ago. Offline
Joined: 13 Jul 2009
Posts: 1630

1st export the data that is to be updated 

1. create a filter where activity status is not equal to compelte

2. create a template for the export include the following

activity id, activity description, original duration remaining duration, physical % complete, actual start, actual finish

when you export this tempate chose the filter that you use created in step 1.

3. export this info to excel and update the remaining duration, physical % complete, actual start, actual finish fields

make sure to also incluse the start and finish TIMES. The actual start time should be i.e. 8:00 am or the earlies start time in all of the calendars being used and the actual finish time should be lates time of all your calendars being used i.e. 5:00 PM 

4. save the file and import the data

5. Change the data date the TIME for the data date should be i.e. 8:00 am or the earlies start time in all of the calendars being used.

6. Analyze the results.