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Excel to Primavera P6 Updates Guide

The document provides steps to import progress updates from an Excel spreadsheet into Primavera P6: 1. Export the schedule from Primavera P6 to Excel. 2. Update actual start/finish dates and percentages in Excel. 3. Use VLOOKUP to transfer the updates back to the exported Primavera file. 4. Filter and delete unnecessary records before importing the updated file back into Primavera P6.

Uploaded by

Jose Ribeiro
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Topics covered

  • Project Tools,
  • Project Milestones,
  • Project Tracking,
  • Project Management Services,
  • Spreadsheet Management,
  • Project Planning Techniques,
  • Project Analysis,
  • Project Performance,
  • Project Assessment,
  • Activity Status
0% found this document useful (0 votes)
715 views12 pages

Excel to Primavera P6 Updates Guide

The document provides steps to import progress updates from an Excel spreadsheet into Primavera P6: 1. Export the schedule from Primavera P6 to Excel. 2. Update actual start/finish dates and percentages in Excel. 3. Use VLOOKUP to transfer the updates back to the exported Primavera file. 4. Filter and delete unnecessary records before importing the updated file back into Primavera P6.

Uploaded by

Jose Ribeiro
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Topics covered

  • Project Tools,
  • Project Milestones,
  • Project Tracking,
  • Project Management Services,
  • Spreadsheet Management,
  • Project Planning Techniques,
  • Project Analysis,
  • Project Performance,
  • Project Assessment,
  • Activity Status
  • Importing Updates to Primavera from Excel
  • Updating Excel with Site Information
  • Exporting Data
  • Using VLOOKUP in Excel
  • Finalizing Data for Import to Primavera
  • Completing the Update Process

Planning Engineer FZE Project Management & Planning Services and Training

‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

Import progress updates with actual dates from excel to Primavera p6.
Step 1: Run the Primavera to Your Current date.

Step 2: Copy the Time Schedule from Primavera P6 to the Excel Sheet
1. Ctrl + A: To Select all the Schedule.
2. Ctrl + C: To Copy the Schedule.

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

Note: This Excel sheet was created by Hany Ismail, and it makes the Sheet
looks like the Primavera Format
Link to Download it: [Link]
sheet/
When you open the Excel Sheet, it will look like that and you can choose the
Colour Theme you want and paste it in the First Column

After Copying the Primavera and Paste it to the Excel Sheet1

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

Click on Create to make it looks like the Primavera Then Click on Save As

Then Update the Excel Sheet from the Site Engineers on the three Columns
(Actual Start, Actual Finish, Actual Percentage)

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

Step 3: Export from Primavera Excel sheet to put on it the Updates from the
site.

Steps
1. Spreadsheet – (XLSX) + Next

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

2. Activities + Next

3. Check on Export + Next

4. Choose Activities + Modify

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

These are the Columns that you will update with on Excel+ OK

Choose the location of the File + Next

Finish

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

This is the Sheet exported From Primavera

You will make a VLOOKUP Equation in Excel to find the updated activities from
the Updated Sheet to Primavera Exported Sheet to Fill the 3 columns.
(Actual Start – Actual Finish – Actual Percentage)

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

After filling the 3 columns with their Values from the VLOOKUP

Then Filter all the activities that have 0 % Complete and Delete them to have
only the Updated activities

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

Then Filter the Zero Actual Finish for the updated activities and delete it

This is the only Updated Activities, Then Change the Activity Status to
Completed to all activities that have 100 % Complete and in Progress to all
Activities that have less that 100 % Complete in Activity % Complete

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

The last step before importing it to Primavera is to convert the Number to Text
1. 1. From Data Click on Text to Columns

[Link] on Next

3. Choose Comma

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

4. Choose Text + Next

The Last Step to Import the Updates to P6

1. Choose Spreadsheet + Next

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Planning Engineer FZE Project Management & Planning Services and Training
‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

2. Select the File Location + Next

3. Check on Activities + Finish.

The Update will be successfully Imported to Primavera

Link to the video:


[Link]

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