Primavera P6 Tutorial: Importing Primavera Updates from an Excel Spreadsheet

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Plan Academy Inc.

Plan Academy Inc.

Күн бұрын

Using real world projects and scenarios, this tutorial will show you step-by-step how to import updates to a Primavera P5 or P6 plan from an excel spreadsheet. If you work with subcontractors who submit updates, learn to streamline the updating process.
For more tutorials and Primavera P6 training resources, please visit:
www.planacademy.com
Find more answers and great Project Controls and Planning information on our blog: www.planacademy.com/blog/
Linked In: / planacademy

Пікірлер: 30
@ujangsonjaya8348
@ujangsonjaya8348 2 жыл бұрын
this guy is very important for my jobs, I am always watching your videos
@bilalbaig9694
@bilalbaig9694 6 жыл бұрын
One of the best tutorial I have ever seen. Thanks alot for this tutorial
@joehardcock7242
@joehardcock7242 6 жыл бұрын
Thank you very much Plan Academy for this video. I'm refreshing my Primavera skill and your videos really did a great help. I like the simplistic approach and additional tool tips like asap utilities you included. Great!
@GlobalProjectControl
@GlobalProjectControl 4 жыл бұрын
Good description for import update, great work
@gingtuballa6255
@gingtuballa6255 6 жыл бұрын
Thank you very much for sharing this video. This really help me a lot!
@functionspro6376
@functionspro6376 3 жыл бұрын
Explained very clearly
@yhajjar6477
@yhajjar6477 6 жыл бұрын
is there any way to change relationships using Excel, thanks in advance
@bosplanner1682
@bosplanner1682 2 жыл бұрын
thanks a lot
@zaincreative
@zaincreative 5 жыл бұрын
thank you for sharing this knowledge. however i encounter a problem during importing . i.e it gives an error that ERROR: Failed to find a matching object for Activity. and when i saw your video i even tried prefixing each cell with the apostafy which was even missing from the first row of the exported p6 file. i'd really appreciate if you could help.
@shippuden1312
@shippuden1312 11 ай бұрын
Thank you Plan Academy for this informative video. I tried the suggested method and it worked for Actuals but failed to import Expected Finish date. I have used copy and paste function in Excel to ensure the formatting is not an issue but again the import of expected finish date did not work. Please advise.
@blueguy12345
@blueguy12345 7 жыл бұрын
Just getting started with Primavera and was looking for a way to make the data maintenance easier and faster. Glad i found your videos. I'm sure they will help me out a lot ! We have a small milling shop and no data collection. All the shop data has to be collected and then input by hand... And of course no one has the time to sit down with you for an hour or two and update project progress... I think using excel to get my progress reports from the supervisors and then simply importing it to P6 just solved this problem for me ! I'm also thinking of using a tablet to go on the shop floor directly and getting the info... I am also thinking of giving the supervisors an export of the task list by date just like you showed in the video so they can have there to do list at hand... We also have flatscreen TVs everywhere that are barely used... A lineup of work by deparment displayed on those would be a great thing to see !!! hehe Thanks for the vids and ideas !
@PlanAcademy
@PlanAcademy 7 жыл бұрын
glad it helped Patrick! Feel free to ask more questions.
@blueguy12345
@blueguy12345 7 жыл бұрын
Plan Academy thx i will !
@neelmanikumarpoddar5114
@neelmanikumarpoddar5114 5 жыл бұрын
@@PlanAcademy Hi, can we do unit% update also . To start any activity is it required to change status column also
@amitchattoo8773
@amitchattoo8773 3 жыл бұрын
Is there a way to import % Physical Complete back to the schedule from Excel? Let us know. Thanks
@rubajothi823
@rubajothi823 4 жыл бұрын
Sir Pls tell me How to import all resources at one time from excel to primavera
@jingtingong6177
@jingtingong6177 3 жыл бұрын
hi is it method can apply to physical type also?
@marcelopavan5949
@marcelopavan5949 5 жыл бұрын
Excellent video. Actually I am having a problem in the import Excel file. I am receiving the information that "User prefence files are not the same as your current preferences importing this files... " even if I export it moments ago. So I keep the procedure and the log shows me in the end "ERROR: Failed to find a matching object for Activity".
@PlanAcademy
@PlanAcademy 5 жыл бұрын
I see. Try this - first export some data from P6 to Excel. This will ensure the user preferences which are setup on the USERDATA tab in Excel match with P6. Then use that excel as a template to import.
@joshtenio6432
@joshtenio6432 3 жыл бұрын
Does anyone know how to show project list when importing to update? Mine doesn't show up
@Blaowzir
@Blaowzir 5 жыл бұрын
i have exported my p6v18 file into an excel(.xlsx), made sure the format was the same for the start_date , end_date , cstr_date then i took one date from a row and manually copied it to another cell to see if it would actually import back in p6v18, and literally nothing happens, no errors code, primavera tell me the import is sucessful but there is no change at all. how is this possible? why are there no change on my primavera? what are the possible causes for this? note: that my excel date format is already set to personalised when exported from primavera, there is no * in the excel cells in the date rows, please let me know if you have any solution for this problem also note: start_date top column contains the (*) symbol , is it possible to then change my date or am i doing something wrong, but: the cstr_date does not have the same (*) symbol , i would have figured that one of these would be changeable
@PlanAcademy
@PlanAcademy 5 жыл бұрын
not sure, but you might have to reschedule your project. This is also not the way to update dates. P6 calculates dates - that's what CPM does, calculate start and finish dates. So perhaps try changing a duration instead.
@benaragon12
@benaragon12 5 жыл бұрын
Can you update BL Project dates in P6v18.8 using the excel import/ export?
@PlanAcademy
@PlanAcademy 5 жыл бұрын
Hi Benjamin - no you cannot. Your question begs alot of other questions - for example you should only be inputting Actual Dates, let P6 calculate Planned Dates using the Scheduler feature. To update a baseline, you have to restore it as a project, then you can update it - but again let P6 calculate dates - only use Excel to input Actual Dates.
@benaragon12
@benaragon12 5 жыл бұрын
It was a “short cut” kind of question. Not a common practice question.
@THinleyDhendupTopper
@THinleyDhendupTopper 3 жыл бұрын
Doesnt work mate
@MrAzerkhan
@MrAzerkhan 4 жыл бұрын
is it windows 3.1?
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