Create a Microsoft® Excel® template to use for importing new activities into a P6 Web Access project.
Create an activity view for the data you want to import
- Determine the data you want to import into your project. The data types correspond to columns of the activity table in the Activities page of P6 Web Access.
- In the Activities page, create a view with columns for the data you want to import. For information on choosing the columns to display in the Activities page, see Choose and sort the columns that display on the Activities page.
- In the Activities page toolbar, click the
Action menu
arrow.
- Select
Create an import template.
The import template is created as a Microsoft Excel file with the default file name, ExportDataToSpreadsheet.
- Click OK to view the template if you want to modify it and save it with a different file name, or click Save.
Note:
The import file contains two rows of column headings that match the columns you previously selected to display in the activity table. The first row of headings indentify the data to be imported into each column of your activity view. Do not change the content in columns of the first row. The second row contains descriptive information that is not used by the import process. You can modify the content in the second row.
Tips:
- In the import file, column order is irrelevant and the data fields you import are not required to match the columns in your current activity view. Data for import is identified by the internal names of the data fields in the first row of the spreadsheet.
- If values are not provided for mandatory fields, such as the date field, a default value will be set and corresponding data will be imported.
- When you select columns for your activity view, include Activity ID or Activity Name to ensure that these fields are added to the import file spreadsheet. These fields are required in the spreadsheet to ensure that activities added during import are uniquely identified in your project when the import has completed.
- If a duplicate activity name exists, it will be added again as a new activity.
- Although the activity view is limited to 30 columns, you can add columns to your spreadsheet to import more than 30 fields of data.
- Non-editable columns display an asterisk (*). You cannot import data for these fields. At least one editable field must be provided in a row of the import file for an activity to be imported.
- All activity fields except for non-editable fields, expenses, notebook topics, predecessors, resource IDs, resource names, role IDs, steps, and successors are available for import.
- If a a dictionary field value does not exist for a Global Activity Code, EPS Activity Code, Project Activity Code, Calendar, Cost Account, or Primary Resource, the assignment will not be added.
- Blank rows are ignored.
- Durations with abbreviations that match the abbreviations set in the Admin Preferences, Time Period Abbreviations are imported.
- Secure activity codes are not imported, even if the column exists in the spreadsheet.
- The import process will start at the first tab of the import file, regardless of the tab name.