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Activity Notebooks

3 replies [Last post]
AMY ALLRED
User offline. Last seen 4 weeks 12 hours ago. Offline
Joined: 15 Jan 2021
Posts: 8
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Hello,

I like to use the notebook section of each activity to make notes of changes I make to that particular activity but is there an easier way to do this? For example, it would be easier if I could export to EXCEL, make my notebook entries and then import back into P6. Is this possible?

 

Thank you,

Amy

Replies

Steven Auld
User offline. Last seen 5 days 11 hours ago. Offline
Joined: 13 Sep 2017
Posts: 122

Amy,

What format are you looking for to do the Notebook Update?

I currently have an internal tool that allows me to create / update activity notebooks (amongst other things) from an excel file, but uses an XER File to do the update back into Primavera.

The details in the activity Notebook is currently replaced completely by what is in the Excel File, but it retains the use of new rows within the cell contents.

Uses an excel file with 4 columns for the Import:

Project ID, Activity ID, Notebook Name, Notebook Contents.

Using the excel import limits the Notebook contents to 32,767 characters for each item, but is generally enough information & considerably more than the UDF Limit of 255 characters. Unfortunately it loses the font formatting from excel (colour / bold / underline etc.) but retains the Carriage Returns to allow data separation.

If the Notebook Type does not exist in the XER file, a new Notebook Type is created. Only issue with this is if you mistype one of the values it would then generate a new Notebook Topic.

Please note that the Notebooks are exported in the XER file in HTML fomat, so not a straight update in Excel.

My internal tool is based around the XER format, as the clients I work for do not usually allow for connecting into their databases directly, but usually are a bit more accepting of the XER import / export method.

Is this the sort of thing that you are looking at, or were you looking at the Notebooks being updated differently?

Regards,

Steven

Zoltan Palffy
User offline. Last seen 1 day 20 hours ago. Offline
Joined: 13 Jul 2009
Posts: 2882
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you can run a notebook report and have it create a excel csv file which will open in excel. Just select ASCII and it wil be a CSV file. So you will have the exported information. However importing is not possible.

 

 

Steven Auld
User offline. Last seen 5 days 11 hours ago. Offline
Joined: 13 Sep 2017
Posts: 122
Amy,
Unfortunately you cannot modify notebooks in excel, as these can only be exported by either xer or xml export.
A text User Defined Field could be used, but does not allow for much information to be stored.
Regards,
Steven