PP6 How To Export & Import Primavera P6 Schedule Status Using Excel PDF

How To Export & Import Primavera P6 Schedule Status Using Excel about:reader?url=https://tensix.com/2018/01/how-to-export-import-prim...
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5-6 minutes
In most organizations only a few folks are familiar with Primavera

P6. Typically, the vast majority of project team members are, for the
most part, Primavera P6 illiterate. How then can you efficiently
retrieve and include schedule updates from team members less
familiar with the particulars of Primavera P6?
Assuming you are not using such tools as Primavera Team

Member, it is always possible to resort to manual data entry when
including status inputs from team members unfamiliar with
Primavera P6. This, however, may quickly become laborious when
updating the status of large projects. And there is a more efficient
way to retrieve and include team member status updates.
It is possible to export the schedule to Microsoft Excel where team

members can input their schedule updates. The updated
spreadsheet may then be imported back into Primavera P6
Professional, where the scheduler continues the schedule update
process.
This article looks at the Primavera P6 Professional XLS export and

import process, and how to use Microsoft Excel as the medium for
retrieving and including team member schedule updates.
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We begin with our demonstration project, Figure 1.
Figure 1
This schedule is a pipe repair and improvement project. We want to

retrieve and include schedule updates from team members familiar
with the project, but not Primavera P6. This can be done by using
Microsoft Excel as the medium between team members and the
Primavera P6 schedule.
Let’s proceed and export the pipe repair and improvement

schedule. Select File | Export, Figure 2.
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Figure 2
Choose to export to an XLS spreadsheet, Figure 3.
Figure 3
In Figure 4, elect to export activities, activity relationships,

resources, and resource assignments.
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Figure 4
In the projects to export dialog toggle on export for the pipe repair &
improve project, Figure 5.
Figure 5
After selecting export, click next, Figure 6.
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Figure 6
In the select template dialog, we choose the standard template and

click modify, Figure 7.
Figure 7
In the activities subject area select the columns tab and include all
the options listed in Figure 8.
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Figure 8
Click OK. Click next, Figure 9.
Figure 9
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Choose an appropriate file name and file location, Figure 10.
Figure 10
Click next.
We have our project XLS spreadsheet in Figure 11.
Figure 11
Your team member only has to update the columns we have

marked in yellow above. The activity status column options are: Not
Started, In Progress, or Completed. Have your team member input
the activity status along with the actual start and actual finish of
7 of 12 1/31/2018, 7:41 PM
each activity. Make sure your team member also uses the same
format as the start and finish columns.
Note that the percent complete type for this schedule is duration %
complete. Primavera P6 Professional does not read columns with
an “(*)” in their column heading, so it is not enough to specify the
duration % complete. Your team member must also enter the
remaining duration in its respective column.
You will also observe that the project management activity

(W1020), has been marked by us in green. No updates are
required to this activity, as P6 automatically progresses this level of
effort type activity when the schedule is recalculated.
Our updated schedule Excel spreadsheet is in Figure 12.
Figure 12
Note, in particular, the duration % complete and remaining duration

of the ‘Insulate Piping’ activity (W1080). Looks good! We are ready
to import our team member project updates. In Figure 13 we begin
the XLS spreadsheet import process.
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Figure 13
In Figure 14 we elect to import activities, activity relationships,

resources, and resource assignments. Click next.
Figure 14
We want to import the XLS file to the same XER file we exported
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from. So select the same import to XER file, Figure 15.
Figure 15
Click finish. Our schedule activity status is per Figure 16.
Figure 16
To complete the update process we need to move the data date

forward and recalculate the schedule. We move the data date
forward in Figure 17.
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Figure 17
After recalculating the schedule the final updates to the pipe repair
and improve project schedule are displayed in Figure 18.
Figure 18
Summary
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Primavera P6 Professional includes Microsoft Excel XLS export

and import capabilities. Though it may require effort, investigate the
process of exporting and importing Primavera P6 schedules directly
to and from Microsoft Excel. Because of its wide spread adoption, a
Microsoft Excel spreadsheet works well as the medium for
retrieving and including team member updates in the Primavera P6
Professional schedule. Thus, the project manager can leverage
Microsoft Excel’s almost universal acceptance and usage to
consolidate schedule updates from folks less than proficient with
Primavera P6.
12 of 12 1/31/2018, 7:41 PM

PP6 How To Export & Import Primavera P6 Schedule Status Using Excel PDF

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How To Export & Import Primavera P6 Schedule Status Using Excel about:reader?url=https://tensix.com/2018/01/how-to-export-import-prim...

In most organizations only a few folks are familiar with Primavera

Assuming you are not using such tools as Primavera Team

It is possible to export the schedule to Microsoft Excel where team

This article looks at the Primavera P6 Professional XLS export and

We begin with our demonstration project, Figure 1.

This schedule is a pipe repair and improvement project. We want to

Let’s proceed and export the pipe repair and improvement

Choose to export to an XLS spreadsheet, Figure 3.

In Figure 4, elect to export activities, activity relationships,

After selecting export, click next, Figure 6.

In the select template dialog, we choose the standard template and

Click OK. Click next, Figure 9.

Choose an appropriate file name and file location, Figure 10.

We have our project XLS spreadsheet in Figure 11.

Your team member only has to update the columns we have

You will also observe that the project management activity

Our updated schedule Excel spreadsheet is in Figure 12.

Note, in particular, the duration % complete and remaining duration

In Figure 14 we elect to import activities, activity relationships,

from. So select the same import to XER file, Figure 15.

Click finish. Our schedule activity status is per Figure 16.

To complete the update process we need to move the data date

Primavera P6 Professional includes Microsoft Excel XLS export

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