You could do something very clever and write code to be called by Microsoft Project that can move data from P3e to Project. Ive used a combination of the P3e Import routines and VBA before to load data into P3e (including Activity Codes) and the same ideas will work the other way
Activity codes are no problem except...P3e, when it exports to MSP, will only send over the first ten sets of codes - responibility, discipline, type, area etc - so it may be an idea to sort them in the order in which you need them rather than alpha-numerically.
I use a couple of temporary codes - for those "odd" filters etc - which I make sure are at the bottom of the list at positions 11 and 12 onwards.
When in MSP, you can use the group and sort to sort the programme by the act codes rather than by the summary bars MSP creates. This means that you can effectively re-create the P3e look.
Dont forget that the MSP when re-imported MUST be properly progressed or everything will start at the data date! REAL pain in the whatsits! You will have to go into each activity and set the start and finish dates, percentage complete etc in MSP before exporting and re-importing - even via Excel. Something that most MSP users do not do.
(Found this out to my cost!)
Oh and dont forgt that the activity ids will change due to the way MSP works if you add in more activities in P3e.
Hope this helps. Post again if you need more as there are loads of users out there who must have other tips.
From this do I take it I am better to avoid activity codes altogether and use UDF’s instead, or will I find I need to use the activity codes to get some functionality?
Create a user defined field and use global change to copy the activity id into the user defined field - my system is down or else I would give you exact details.
When you then open MSP they will appear in the same field.
RE: Converting Activity Codes when exporting
Barry,
sounds great in theory, unfortunately what I know about VBA could be written on the back of a stamp.
Paul
RE: Converting Activity Codes when exporting
You could do something very clever and write code to be called by Microsoft Project that can move data from P3e to Project. Ive used a combination of the P3e Import routines and VBA before to load data into P3e (including Activity Codes) and the same ideas will work the other way
RE: Converting Activity Codes when exporting
Nige,
I get confused with all the different versions of P3e, Im on V5 and have exported a test file into MSP but cannot find any of the activity codes.
Do I understand from your last message they should be there?
Paul
RE: Converting Activity Codes when exporting
Paul
Activity codes are no problem except...P3e, when it exports to MSP, will only send over the first ten sets of codes - responibility, discipline, type, area etc - so it may be an idea to sort them in the order in which you need them rather than alpha-numerically.
I use a couple of temporary codes - for those "odd" filters etc - which I make sure are at the bottom of the list at positions 11 and 12 onwards.
When in MSP, you can use the group and sort to sort the programme by the act codes rather than by the summary bars MSP creates. This means that you can effectively re-create the P3e look.
Dont forget that the MSP when re-imported MUST be properly progressed or everything will start at the data date! REAL pain in the whatsits! You will have to go into each activity and set the start and finish dates, percentage complete etc in MSP before exporting and re-importing - even via Excel. Something that most MSP users do not do.
(Found this out to my cost!)
Oh and dont forgt that the activity ids will change due to the way MSP works if you add in more activities in P3e.
Hope this helps. Post again if you need more as there are loads of users out there who must have other tips.
Cheers
Nige
RE: Converting Activity Codes when exporting
Thanks Nige,
From this do I take it I am better to avoid activity codes altogether and use UDF’s instead, or will I find I need to use the activity codes to get some functionality?
Paul
RE: Converting Activity Codes when exporting
Create a user defined field and use global change to copy the activity id into the user defined field - my system is down or else I would give you exact details.
When you then open MSP they will appear in the same field.
Hope this helps
Nige