How to Import Your Subcontractor's Primavera Updates From PDF

4/12/2014

How to Impor t Your Subcontr ac actor 's 's Pr im imaver a Updates fr om om Excel !

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Home » Home » Video: Excellerate your Updates. How to Import Your Subcontractor’s Primavera Updates from Excel!

Video: Excellerate Excellerate your Updates. How to Import Your Subcontractor’s Primave Pr imavera ra Updates from Excel! SEPTEMBER 10, 2012 BY MICHAEL LEPAGE — 22 COMMENTS

Occasionally we revisit some of our read eader’s er’s favourite posts from the annals of the PlannerTuts tutorial library, and today toda y we’re revi we’re revisiting siting a topic that is always hot h ot – importing updates from excel. This video tutorial was first publishe pu blished d on September 30th, 2011 and was very popular. Let’s take a look! Often large projects demand many sub-teams or subcontractors update a portion of the master project plan on an on-going basis. If your subcontractors are not up to speed on their primavera skills, you may need a http https: s:// //w www.pla .plann nnert ertut uts. s.co com m/ex /excelle cellerat rate e-you -your-up r-upda date tes-h s-ho ow-to-im -to-impo port-y rt-your-su our-subc bcon ontra tract cto ors-prim rs-prima avera-up era-upda date tes-f s-fro rom m-ex -excel/ cel/

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How to Impor t Your Subcontr actor 's Pr imaver a Updates fr om Excel !

Comments

Paul bycok says December 6, 2011 at 1:07 pm Your Comments Hi Micheal When building a new project in P6, I will usually will receive my data in Excel format. I create a project in P6 with 1 activity then export the fields that I need to Excel. Next I copy and paste activity names etc. (trying to save key strokes) from the Excel data. I can import the names etc. but the dates/resource qty’s will not import properly to P6. I watched your tutorial and appear to be doing what you have done. I input the qty’s as a text file but it still does not import properly ….help Paul Reply

Michael Lepage says December 7, 2011 at 3:00 pm Paul, One thing to note is that not all fields can be updated from Excel. If you look at exported data in Excel, you’ll notice that in Row 2 (the 2nd header row), some fields have an asterisk (*) in the column name. Those fields with an asterisk can’t be populated with Excel data. “Start Date” and “Finish Date” or two likely candidates that can’t be updated. That’s because Primavera calculates those fields and populates them. So, my first question is – Are you trying to populate data into a field that is non-updatable? If the answer to the above is “no”, then I would probably ask if every cell that has data in it in the excel import file has a leading aspostrophe? EG: https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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‘A1020 or ’4 or ‘Paul McCartney . Those leading apostrophes need to be there for the import to work. In the tutorial, I mentioned a free excel plugin called ASAP tools that has a feature to help with this. One last mention would be about import the right data on the right excel tab. For example, to import resource assignments, the resource must specified on the TASKRSRC excel tab. If you don’t have this tab in your file it might be because of the options you picked on the first export. You have to make sure to check the appropriate data on the “Export Type” screen when running the export wizard. Paul, hopefully, some of these suggestions point you in the right direction. Please reply back if you’re still having problems and I will see if I can dive in some more to help you out. Happy planning! Michael Reply

Bruno says December 14, 2011 at 9:09 pm Hi Michael, Greetings from Brazil ! I try to use the SDK in Primavera. My version is 8.1. I already conclude the installation process, but when I need to enter the name and password I can´t stablish a connection with the database. Can you help me ?

https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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I need to solve this situation very quickly because I need to convert my WBS into a activity-code basis, using the tutorial displayed in this website. Regards, Bruno. Reply

Michael Lepage says December 15, 2011 at 1:19 pm Hi Bruno, You’ll need to send me more information – are you getting an error message? What is happening on login? Before you can login using the SDK, the user you are logging in with (most likely “admin”?) needs proper security privileges – make sure the user has the Global Profle . FYI: Bruno’s question relates to another post here -> http://www.plannertuts.com/tutorials/how-to-convert-a-projects-wbs-to-activitycodes-in-oracle-primavera-p6-464/ Send me more info Bruno …and would you mind posting your next comment on the other tutorial…thanks! Michael Reply


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Aftab Khan says June 13, 2012 at 1:59 am Dear MichaelThanks for your Tutorials. Question-> As per Comment aboveFor Updating via Excel-Should not the following be “Editable” in ExcelActual Start/Actual Finish/Percent Complete/Remaining Duration/Expected Finish? Just as an Example-the Expected Finish when Exported has an Asterisk in the Column Header->Which should not be. expect_end_date (*)Expected Finish Could you please confirm in your reply which of the above Fields are “Editable” In Excel by Sub-Contractors-that is not having an Asterisk in the Column Headers? Thanks Very MuchAftab Khan Reply

Michael Lepage says June 13, 2012 at 4:21 pm Hi Aftab, Unfortunately, many fields that you think would be editable in Excel for reimport are not. I do not know why Expected Finish has an asterisk and is not editable. However, for me there is no asterisk on - Actual Start / Finish https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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- Activity % Complete - Remaining Duration - Activity Status Meaning that these ARE editable in Excel for re-import. Hope that helps, Michael Reply

Aftab Khan says June 15, 2012 at 1:08 am Thanks MichaelQuestion->Did the Field for “Expected Finish” Give You an Asterisk in concerned “Column” when Exported from P6 to Excel? Thanks. Aftab Khan Reply

Michael Lepage says June 15, 2012 at 8:57 am Hi Aftab, Yes there is an asterisk on Expected Finish when exporting that field to Excel. It cannot be updated through excel export / import in P6. Michael Reply https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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VIJAY KUTTY says June 20, 2012 at 9:13 am Hi, I tried importing to Excel. I have a small problem when I do it. Some of the activities that primavera imports from excel loose their place on the WBS and move to the top of the program. Is there a way to fix this? Thanks, Vijay Reply

Michael Lepage says June 20, 2012 at 11:40 pm Hi Vijay, Not completely sure. The only thing I can think of is that the data in the wbs_id column in excel was edited so that on the import, P6 doesn’t know the data in that field or can’t link it to an existing WBS. I would check that field before you import to make sure it has valid data in it before you import. Let me know how it works out, Michael Reply


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javad says September 23, 2012 at 1:48 pm Hi I have a question about WBS UDF in P6 . How can i write thise kind of fild with excel import and export or excel sdk? Reply

Michael Lepage says September 25, 2012 at 8:52 pm Hi Javad, The only way to import WBS is either using the xer parser http://www.plannertuts.com/tutorials/using-primaveras-xer-file-parserimport-wbs-from-excel-without-the-sdk-840/ or using the SDK http://www.plannertuts.com/tutorials/how-to-import-wbs-from-excel-toprimavera-p6-using-the-sdk-722/ . I would try either of those to import a UDF for WBS. Hope that helps! Michael Reply

Bob E says October 16, 2012 at 8:57 am Michael, It is my first time viewing your website. It is very helpful. It unlocked the export update door for me. Can I highlight rows and add text to make it easier for https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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my subs to know the locations they are updating. Reply

Michael Lepage says October 16, 2012 at 9:37 am Hi Bob, I’m sure you can highlight rows by changing cell colors, but adding text is not recommended. P6 is finnicky and won’t import if you edit the column headers, tabs, and add text around. I would do some testing to make sure. Let us know how you make out. Michael Reply

Wiwid says March 25, 2013 at 7:48 am Hi Michael, I’ve problem with the import process from excel to Primavera 6.2.1. The total number of activities that will be imported is around 10.000 – 30.000 activities with 21 fields for each activities. Currently I’ve to split the data into small number around 2000 activities with 10 fields data and it took around 20 minutes per excel import. I’ve to conduct the process twice a week. kindly need your advise, may be you have a better way to do this. Thanking you in advance. https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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Reply

Mohamed saeed says April 14, 2013 at 11:51 pm Dear Michael, Iam trying to import percentage to P6 but i cant , what i did before is exporting xls sheet from P6 then i load the required data including percentage ( physical & duration ) then import to P6 but no percentage come out . So can you help me ? I just want to know how to transfer percentage from xls to P6 ? Thanks alot Reply

Michael Lepage says April 15, 2013 at 3:47 pm @Mohamed, Unfortunately both Physical and Duration % complete can’t be imported from Excel (look for the asterisk in the column name in Excel – indicates that it can’t be updated). The workaround is as follows: 1) Create a User Defined Field for each column and export them to Excel 2) Update the %’s in Excel and re-import 3) Create a Global Change (Tools-> Global Change) to copy the UDF importedvalues back to the original fields. Hope that helps! Michael Reply https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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Emerson says June 19, 2013 at 6:36 pm @Michael: Would this UDF workaround work for setting predecessors and successors? What about non asterisk fields not importing? In my case, activity codes are not importing. Thanks. Reply

Gihan says June 26, 2013 at 12:51 am Hi Michael With reference to the Physical % Completion, it is a (*) filed in Primavera and it is not a calculated field. I need to import Physical % completion in Primavera from Excel becaues I need to calculate the EV based on that. Is there a way to import that instead of entering that manually ? Thanks Gihan Reply


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sha says August 15, 2013 at 10:18 am When i am updating progress , By going to tools – updated progress,suppose my schedule has 50 activities ,out of that only 10 activities is started actually at site ,when i update the that activities ,the remaining activities dates is taking as base line dates only Reply

Michael Lepage says August 23, 2013 at 3:05 pm @Sha. This is going to be a bit more than we can troubleshoot over comments. If you’d like to contact me directly about this issue, I can offer some consulting help at a reasonable rate. [email protected] Reply

Hany MElegy says January 3, 2014 at 10:33 pm Our case is we have a custom form in oracle EBS this form is a progress sheet for a projects, and its calculate the % of completion for each task (Activity). What we need is to update % of complete for each activity in primavera , we try to search for a API’s or Interfaces for Primavera but we didn’t have luck . Our objective is to update multiple activities % of complete programmatically or by API’s or Interfaces to prevent update each activity manually so if there any way to https://www.plannertuts.com/excellerate-your-updates-how-to-import-your-subcontractors-primavera-updates-from-excel/

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achieve this objective it will be appreciated . Reply

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