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please how to update P6 using excell !

15 replies [Last post]
Thu, 2009-01-01 12:38
mimoune djouallah
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hi all

i used to update p3 using excell and it work like a charm, now i am using P6, and it is a real pain in the a..., please for the God sake, all i want is just to update physical % complete, actual labor units and budget labor unit, when i do that all i get is some activities losing their wbs.

now what i am doing is a double work, first i update P3 from excell, then import project to P6, because P6 SQLSERVER database is so neat.( damn this live connection to excell is so practical !!!)

please i need your help on that, so i can make the migration from P3.

mimoune
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Replies

Mon, 2011-10-10 21:01
#1
mimoune djouallah
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hey Michael

 

thanks very much for the video, it is very interesting to read old post, i am happy to see i made a little progress since 2009

 

kind regards

mimoune

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Tue, 2015-04-14 19:35
#2
Michael Lepage
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A bit late, but I've put together a step-by-step video tutorial on updating P6 from an excel spreadsheet.  If you're interested, pls visit https://www.planacademy.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

Regards,

 

Michael

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Sat, 2009-01-10 12:56
#3
mimoune djouallah
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please guy, can you help us, poor new wannabe P6 users, by a step by step tutorial on how to import an excell file, with budget quantities, actual quantities and physical % complete.

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Fri, 2009-01-09 11:33
#4
Dieter Wambach
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Mimoune
I have no information on that restriction.

António

You may send me your (test) project with a screenshot of your export-template. Then I’ll try the same.

Regards

Dieter
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Fri, 2009-01-09 11:16
#5
António Faria
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Hi Dieter

In my case, I was doing like you said. Nevertheless, with the same filters, before start Export, I had 20 activities. After doing Export, confirming that the filters are the same, I got 11 activities in the excel file.

Curious, isn’t it?

@mimoune

Regarding the update only a field at the time, I read the same in P6 Manual. I think this was done to avoid mistakes when you are inserting for example: actual date, remaining duration or finish date. What priority should Primavera gave to calculate other fields. Nevertheless, try it and check the results.

Cheers,
António
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Thu, 2009-01-08 03:54
#6
mimoune djouallah
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arnold

it seems the fault is an outdate file in windows xp,
http://windowsxp.mvps.org/comdlg32.htm,
it works, thanks, thanks, thanks, thanks.

Dieter,

you are right, the missing wbs is due to some foreign key not found ( something like that ;)
and for the update, i was wrong from the beginning, i should update TASKRSRC not TASK.

i have read that in P6 we should only update only one field at the time, is it right ? i hope not.

thanks very much for your input, you rock guys
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Wed, 2009-01-07 14:35
#7
Arnold Puy
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Hi Mimoune,

It happened to me once as well. I don’t have any idea because I don’t know how to use Visual Basic & Macro in Excel. However, when I tried to open again it is working. As far as I can remember I open this file in one of my student’s laptop and it is opening without any problem.

I suggest you can ask and post this problem in www.mrexcel.com

Regards,

Arnold
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Wed, 2009-01-07 12:18
#8
mimoune djouallah
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Arnold,
when i try to use your excell file, it complains about some VB object that it is not found on my computer !!?

any idea ?
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Wed, 2009-01-07 12:03
#9
Arnold Puy
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Hi Rav,

You are welcome. That’s really great & helpful. I used to create WBS & Activity Codes using Parser & Builder.

Regards,

Arnold

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Tue, 2009-01-06 23:59
#10
A D
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Hi Arnold,

thanks for the link, especially the diagnosis tool is fantastic. not gone into much detail, but overall its Excellant
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Mon, 2009-01-05 17:07
#11
Dieter Wambach
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Mimoune and António

For my experience the only "chance" to loose activities is a filter in the export-template. If you start the export --> xls --> type --> projects --> select template --> select "Modify". Which filter is activated - Antómio, really the same combination? Was this the reason for the missing activities.

Missing wbs: A column of the table "task" is
"wbs_id (FK, int, not null)". So it’s impossible to loose a wbs. Maybe you’ll add the column "WBS" to your export file to check.

Up to now I didn’t experience these problems.

Regards

Dieter

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Mon, 2009-01-05 12:51
#12
António Faria
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I’m using Primavera 6.2 and already tried to update using Excel. I didn’t have that kind of problems (activities losing their WBS). My suggestion is that you update Primavera to the last service pack (P6.1 SP2) or version (P6.2).

Unfortunately, in a similar process, I got a different kind of Primavera error. After doing the export file (xls), the output/result had less activities than the normal layout with the same filters. I was pretending to send the Excel file to my team, for update and after collect all input, update the time schedule instead of using the TimeSheets.
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Sat, 2009-01-03 11:45
#13
mimoune djouallah
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thanks dieter and arnold

but no luck for me whatever i do it simply don’t update, i even created a new project from scratch just to be sure that there is no thing that got wrong in the process of importing p3 to p6, but without help.

as i am very new to PM6, perhaps i am missing some very obvious option, anyway thanks very much, it seems i will be stuck to p3 for a long time ;)


mimoune
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Fri, 2009-01-02 03:26
#14
Dieter Wambach
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Mimoune
Excel Export/Import works very similiar to P3. In P6 you can update physical % complete for whole activity (percent complete type = Physical per activity!), units % complete per resource assignment.
But I don’t like physical % complete. The "90%-syndrome" doesn’t exist without reason. I learnt not to rely on this value given by those who perform an activity.
A possible solution might be the use of user defined fields. Then you’ll have a chance to control before running a Global Change - user-defined --> Physical %.

Bonne année
Dieter
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Thu, 2009-01-01 16:24
#15
Arnold Puy
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Hi Mimoune,

You do not need to do it in P3 and export to P6. This is the reason why some of your activities losing their WBS.

You can update actual units & budgeted labor units using excel spreadsheet. However, make sure that your "Recalculate Actual Units & Cost when duration % complete changes" is untick.

The only problem is, you cannot update physical % complete using excel spreadsheet without the help of PATTLNK_632006_536-xerFileParser&Builder. Because physical % complete can be updated only in P6 windows.

Try this link to download:

http://knowledgebase.primavera.com/attachment/PATTLNK_632006_536-xerFile...

Let me know in order to assist you.

HTH.

Arnold
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