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Formatting a resource import file

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You can import resource data from a file in Excel spreadsheet (.xls) file format.

Defining the content and format of resource import data

P6 Web Access imports the following resource data, which must be in the order shown:

Note: When you add a new resource with a primary role, the Role Name is required and it must be unique.
Omitting data fields from the import file

You can import all of the supported data fields or set up your column data to import a limited set of fields. The following example shows how to import Resource ID, Resource Name, and Primary Role data fields into P6 Web Access. Note that you must leave a blank column for data you do not intend to import.

 
JY Jeff Young       Project Manager
PK Paul Kim       Engineer
ED Ed Wood       Sponsor
Using column headings

The import file can include column headings, but they are not required.

Note: If the import file includes column headings, the heading row will generate an error message in the log file, because it does not contain valid activity data.