Planning Engineer FZE Project Management & Planning Services and Training

‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

How to copy the Activities from P6 to Excel with WBS

Greetings, Planning Engineers! At times, we may need to transfer data from our Oracle
Primavera schedule to an Excel sheet for sharing with parties who are not familiar with
Primavera P6.
Unfortunately, copying data from P6 results in losing the WBS formatting. To address this
issue, I have developed an Excel sheet that allows you to copy data from Oracle Primavera
and paste it into the sheet.
The macro embedded in the sheet will automatically format the data to match Primavera’s
layout. Additionally, the sheet offers various color themes to apply to your data, and with a
single click, you can save your formatted data to a new Excel sheet

Steps to Copy the Activities from P6 to Excel

First Step
Open Primavera P6 then “ Ctrl + A “ then “ Ctrl + C”.

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

Then Open our Excel sheet to paste them.

Then Type “ Ctrl + V” to paste them into this sheet.

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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 show the WBS to make the Excel sheet looks the same as the Primavera P6.

Then align the columns.

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‫بالنينغ إنجينير م م ح‬ ‫خدمات وتدريب إدارة المشروعات والتخطيط‬

So, to save it click on “Save As”.

And the sheet will open a new Excel Sheet with your data.

Choose the Location and click “Save”.

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

Then Close our Excel sheet without saving it to use it later.

Note: If you face a security issue with the downloaded file as per the below screenshot:

Just do the following steps and it will work fine.

1- Right click on the file after you unzip it and click “properties”.

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

2- Check the “Unblock” in the security section in the general tab as shown below.

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Article Link & Attachements: https://planningengineer.net/from-primavera-to-excel-sheet/

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

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