Importing Resource Assignments

Member for

16 years 3 months
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you have 2 options 

option #1

delete ALL of the existing resources and import new

option #2 

export all activites with resources then in excel do a vlookup to compaire the existing to the new and if it is not found delete the resource by putting a Y in the last column that is exported 

Member for

15 years 11 months
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Jon,

You are Welcome.

Here is how to On - Off Limit line. Uncheck "Show Limit"

 

[[wysiwyg_imageupload:973:]]

Member for

17 years 4 months
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sorry Raymund - this shall be the last question, how do i turn the limit line on and off? i.e. make it visable,, i have looked through the Activity Usage Profile options and cannot see it anywhere?

 

many thanks

 

Jon

Member for

15 years 11 months
Permalink

Jon,

Here is the excel window.

[[wysiwyg_imageupload:971:]]

 

 

For the Resource Limit modify the Max Unit per Time to show the limit line on the profile.

[[wysiwyg_imageupload:972:]]

Member for

13 years 9 months
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(here is Primavera's help info on deleting row in  the import worksheet.)

 

Delete Project data in the XLS file

To delete project data using Microsoft Excel, place a 'D' or ' d' in the Delete This Row column for the selected row in the worksheet. When importing, the information included in the deleted row will be removed from the project.

Member for

17 years 4 months
Permalink

also Raymund,

(apologies for the continual questions), how do i set a horizontal line that details the limit that I would like to set for the resources within the Activity Usage Profile view in P6,, i currently view BUdgeted Labor Units, Actual and Remaining as a traditional bar-chart however I would like to see a horizontal line across that I can use to level against (manualy before I sutomatically level)

 

Once again, many thanks

 

JOn

Member for

17 years 4 months
Permalink

Thank you Raymund,

What is the name of the field/column that I need to insert the 'Y' (for deletion) into? is this field/column on the TASKRSRC tab of the import workbook? I import both TASK and TASKRSRC in order to update all of my fields.

 

Once again, many thanks

 

Jon

Member for

15 years 11 months
Permalink

Jon,

In excel, Use the rightmost column to delete the existing ("Y") then copy the same activity to another row for the new resource. Then import.

Hope this will help.