Importing resource IDs along with manhours associated to P6 from Excel

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Importing resource IDs along with manhours associated to P6 from Excel

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Importing resource IDs along with manhours associated to P6 from Excel

30 November -0001 12:00
I am in the process of exploring the automated way by which we can import the resource IDs and manhours associated to it into P6. Please note P6 is already defined with resource IDs being used in MS Excel. Also the MS Excel would have activity ID as identified in P6. Has anyone tried doing this ? If so, Id appreciate how this has been achieved and as well what level of rights in P6 (admin, superadmin etc) are needed. Thanks in advance for your help.Regards,
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Re: Importing resource IDs along with manhours associated to P6 from Excel

30 November -0001 12:00
Ive done it, not exactly "automated," but what Id call semi-automated. Export the resource assignments to a spreadsheet to use as your template. As you said, make sure you have Resource ID, Activity ID, and Budgeted Units. There will be other columns that P6 forces you to export also. Modify the assignments in P6 and reimport into the existing schedule. You can temporarily add columns, use formulas, or change colors in the excel file, but make sure you revert back to a plain file before you import. Also, its generally easier to make the assignment in the activities view and then modify in the spreadsheet. Some important notes: dont change the column headers. dont change the second sheet that has user/database information. dont use any formulas or fancy formatting when you import. dont delete any columns. Make sure you have a backup of your schedule before you import. Make sure the correct schedule is open when you import, and make sure the excel file is closed. Import only one "topic" at a time... dont create a bunch of new activities, add relationships, and resource assignments in the same bulk import... do that in 3 successive imports. In terms of rights, you have to have the ability to import. They have tried to separate the rights for importing from an XER vs a spreadsheet, but in my experience you need both rights.
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30 Sep 2017

Re: Importing resource IDs along with manhours associated to P6 from Excel

30 November -0001 12:00
Hello. I developed a new tool in Excel that helps with this kind of automation. It is called the P6XL Bridge. It allows the user to manage their P6 schedule data in Excel and get the results live without importing. It uses the SDK in the background. The link is below. I hope it could be of use to you. code.google.com/p/p6xl/
Last Edit: Unknown by Liam. Reason: (NULL)
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