(1) Explain your problem, don't simply post "This isn't working". What were you doing when you faced the problem? What have you tried to resolve - did you look for a solution using "Search" ? Has it happened just once or several times?
(2) It's also good to get feedback when a solution is found, return to the original post to explain how it was resolved so that more people can also use the results.
I have been using P6 a long time but only import actuals and changes using MS Excel occassionally. I have forgotten the "little things", - it is not importanting all of the data - what are the common mistakes? - Do I have to put a U somewhere or include some account code or something, possibly some things cannot be updated? I do not know what I am forgetting.
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Basic Importing Note P6 using MS Excel
1) Any fields with * are calculated field and cannot be imported
2) There are 5 tables that can be updated using MS Excel such as:
a) Activity table (TASK)
b) Activity Relationships (TASKPRED)
c) Expenses (PROJCOST)
d) Resources (RSRC) - resource library
e) Resource Assignment (TASKRSRC)
| Default columns per subject area | ||||
| Activities | Activity Relationships | Expenses | Resources | Resource Assignments |
| Activity ID | Predecessor | Activity ID | Resource ID | Activity ID |
| Activity Status | Successor | Expense Item | Resource Name | Activity Status |
| WBS Code | Relationship Type | Activity Status | Resource Type | Resource ID |
| Activity Name | Predecessor Activity Status | Budgeted/Planned Cost | Unit of Measure | Role ID |
| Start | Successor Activity Status | Actual Cost | Role ID | Cost Account ID |
| Finish | Predecessor Project | Remaining Cost | Default Units / Time | Resource Type |
| Resources | Successor Project | At Completion Cost | Price / Unit | |
| Predecessor WBS | Start | |||
| Successor WBS | Finish | |||
| Predecessor Activity Name | ||||
| Successor Activity Name | ||||
| Lag | ||||
| Predecessor Primary Resource | ||||
| Successor Primary Resource | ||||
Note:
Italic text indicates that the column is required for importing and exporting. The column cannot be removed from the export template and must exist in the import file to import successfully.
Email: PPadmin@planningplanet.com
Also remember, if you generate an XLS Export from P6, the columns marked with an (*) cannot be imported in.