comments on: using primavera p6 filters on export to excel - 瑞士vs喀麦隆足彩赔率 //www.deco-dalles.com/primavera-p6-filters-export-excel/ project controls training & courses wed, 09 oct 2019 18:06:58 +0000 hourly 1 by: edward li //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12063 sat, 28 dec 2013 08:29:28 +0000 //www.deco-dalles.com/?p=163#comment-12063 thanks you for your teaching, finally i can export data from p6 by using date filter to excel very easily.

best regards

edward li
p6 rookie

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by: rama //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12062 fri, 01 nov 2013 11:48:29 +0000 //www.deco-dalles.com/?p=163#comment-12062 hi

is there any possibility that we can exactly export the data looks in primavera programme when we exported into excel.

i exported the data but the data was not exactly as it was in primavera. the data was spread/filtered based on activity id & dates.then i need to rearrange the activities in sequence to replicate the programme which found to be hectic task.

hope you consider my request and look into this query.

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by: aftab //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12061 mon, 29 oct 2012 00:09:57 +0000 //www.deco-dalles.com/?p=163#comment-12061 thanks very much michael.

however, the p6 calculation for “estimate at completion labor units” and “at completion labor units” gives you different results, which are not similar->due to the way they are calculated as described above and below. is it just a way to show results using alternative methods of calculation-as both of these methods for calculating eac have due significance-one based on budget constraints and the other on “true” forecast?

1. “at completion labor units”-calculated based on “remaining duration” (in days) x units/day. + actual units to date.

2. “estimate at completion labor units”-calculated as “budgeted units ‘minus’ earned units” + actual units to date.

thanks again & best wishes-

aftab

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by: michael lepage //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12060 fri, 26 oct 2012 13:12:13 +0000 //www.deco-dalles.com/?p=163#comment-12060 hi aftab,

estimate at completion labor units is an earned value field calculated as “actual labor units + estimate to complete labor units”. there are options for calculating etc in different ways in p6 – these provide the choice of a more optimistic calculation all the way to a pessimistic calculation. these etc options on the wbs screen, on the earned value tab.

the at completion labor units field gives you a similar result which is based on actual units and remaining units.

the earned value fields are usually used if you are tracking earned value cost..and then as i said you can tweak these calculations for a more optimistic or pessimistic result.

i hope that helps sort this out a bit.
warmest regards. m

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by: aftab //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12059 thu, 25 oct 2012 01:07:45 +0000 //www.deco-dalles.com/?p=163#comment-12059 thanks very much michael-

another basic question->

why are the following 2 different and calculated differently?->

1. “at completion labor units”-calculated based on “remaining duration” (in days) x units/day. + actual units to date.

compared to->

2. “estimate at completion labor units”-calculated as “budgeted units ‘minus’ earned units” + actual units to date.

seems there are 2 sets of rules to calculate estimate at completion->
the first based on “forecast remaining duration” and the other based on units->“budget” and “earned value”.

thanks again & best wishes-

aftab

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by: michael lepage //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12058 sat, 20 oct 2012 12:53:02 +0000 //www.deco-dalles.com/?p=163#comment-12058 in reply to aftab.

aftab,
i want you to look at asap utilities, it’s an excel plug-in that offers many features. in the text features, there is one that allows you to insert characters before text in a range of cells. use it to insert the apostrophe. i’ll do a post on this soon.
michael

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by: aftab //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12057 fri, 19 oct 2012 00:56:29 +0000 //www.deco-dalles.com/?p=163#comment-12057 thanks michael.

i did try and put an apostrophe before the numeric values for budgeted cost in the taskrsrc tab (for resource assignments)-but it did not work. could you please elaborate on how you introduced/copiedapostrophes for a range of cells in the budgeted cost column before numeric values are entered (in the required manner) and then entered numeric values for budgeted costs so that import of budgeted cost is successful? did you also have to input resource ids and cost account ids, in addition to the existing activity id identifiers for the import of budgeted costs to occur as needed? i also tried marking the “budgeted cost” cells/column as “text” but this did not work either.

best wishes-

aftab

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by: michael lepage //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12056 mon, 15 oct 2012 13:32:33 +0000 //www.deco-dalles.com/?p=163#comment-12056 in reply to aftab.

aftab,
i just did some testing and was able to update budgeted costs through excel. some tips
1) make sure you are updating the resource assignments. in excel this data is on the taskrsrc tab.
2) when typing in values in excel, p6 is very picky about data types else they won’t import. you have to put an apostrophe before the value, like so: ‘3800 or ‘12.50 . the apostrophe indicates that this is a text field, which is what p6 is looking for.

let me know if that helps you,
michael

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by: aftab //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12055 sat, 13 oct 2012 22:59:38 +0000 //www.deco-dalles.com/?p=163#comment-12055 thanks very much for your answers michael.

as regards the question on budgeted costs above->the budgeted costs are those as related with resource units, as opposed to “expense” costs. when i enter budgeted costs as related to units in the “resource” tab in excel and try to import them-it does not work; the only way it works is if i create a user defined field in p6->export to excel->enter budgeted costs in the user defined filed->import excel file to p6->and do a global change to enter in the budgeted cost from the user defined filed. seems that i should be able to directly enter budgeted cost in excel and import it directly-but it does not work, either with a cost id designation (in line with resource) or without a cost id designation.

appreciate all your help and answers.

best wishes-

aftab

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by: michael lepage //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12054 fri, 14 sep 2012 19:07:34 +0000 //www.deco-dalles.com/?p=163#comment-12054 in reply to aftab.

aftab,
there is no easy way to do export and import steps. i can suggest creating a p6 report that reports on steps. on the print-preview screen, send the data to an ascii csv file. that’s the only way i know to export steps. i do not have any idea on how to import them.
regards,
michael

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by: michael lepage //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12053 fri, 14 sep 2012 18:54:19 +0000 //www.deco-dalles.com/?p=163#comment-12053 in reply to aftab.

hi aftab,
i’m afraid there is not any way to display steps in the table. the best alternative is to not use them, and replace your steps with activities – which is not really ideal in a lot of situations. they cannot be displayed on the gantt chart either.
they can be printed in reports, underneath an activity.
hope that helps,
michael

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by: michael lepage //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12052 fri, 14 sep 2012 18:52:24 +0000 //www.deco-dalles.com/?p=163#comment-12052 in reply to aftab.

hi aftab,
thanks for your interest in plannertuts. here are my best answers to these questions:

1) in bars, configure the “timescale” of the actual bar – set it to “performance % complete”. then, ensure you have the remain bar on (separate line). that should do it. note: the remain bar will display the remaining duration – not necessarily the remaining work.

2) aftab, i don’t know of any field called “budgeted cost-units” in p6. is this a typo perhaps?
warmest regards,
michael

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by: aftab //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12051 fri, 14 sep 2012 14:58:39 +0000 //www.deco-dalles.com/?p=163#comment-12051 dear michael-

also, is there any way to export/import-from p6 to excel->the activity steps and related “status”->corresponding with the main activities?

thanks very much-

aftab

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by: aftab //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12050 fri, 14 sep 2012 14:24:21 +0000 //www.deco-dalles.com/?p=163#comment-12050 dear michael-

is there any way to show activity “steps”-that is the “real”/actual steps (& their status) and not just numbers (such as steps completed=1 etc.) in the table or the bar chart views-and also in reports (corresponding with the main activities themselves)?

thanks very much-

aftab

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by: aftab //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12049 fri, 14 sep 2012 13:29:09 +0000 //www.deco-dalles.com/?p=163#comment-12049 dear michael-
a couple of quick questions->
1. how do you show actual work on bars as performance % complete and the rest of bar as remaining work? that is, if the activity is 60% complete->the “blue” part of the bar should show 60%, while the remaining 40% should show remaining work-irrespective of where the data date line falls in between the actual start date and forecast finish.
2. i have tried importing budgeted cost-units from excel to p6 but it does not work, importing budgeted units works fine. i have unticked the enterprise/世界杯时间比赛时间 /details/”calculate costs from units” box and even deleted the price/unit for the resource-but the direct import of budgeted cost-units just does not work. the only way i could do this was by creating a user defined field, inputting data into it in excel, importing the data from excel to p6 and then doing a global change for budgeted cost-units=user defined field. is there a reason why the direct import of data entered for budgeted cost-units from excel to p6 does not work-or are there some other settings i need to alter?

thanks very much-

aftab

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by: quick tip: zoom! p6 activities to excel in 8 clicks! //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12048 mon, 23 jan 2012 03:22:11 +0000 //www.deco-dalles.com/?p=163#comment-12048 […] exporting data to excel in general.  so be sure your layout does not use a rolling date filters.  here’s a workaround to that […]

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by: quick tip: zoom! p6 activities to excel in 8 clicks! //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-11051 mon, 23 jan 2012 03:22:11 +0000 //www.deco-dalles.com/?p=163#comment-11051 […] exporting data to excel in general.  so be sure your layout does not use a rolling date filters.  here’s a workaround to that […]

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by: m.v.dheerendra rao //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-11012 tue, 11 oct 2011 05:08:41 +0000 //www.deco-dalles.com/?p=163#comment-11012 your comments
dear michael ,
i appreciate for sharing your knowledge and valuable information regarding primavera p6 . i pray god that you continue doing the same way and enlighten the future generations .

thanks & regards,

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by: m.v.dheerendra rao //www.deco-dalles.com/primavera-p6-filters-export-excel/#comment-12047 tue, 11 oct 2011 05:08:41 +0000 //www.deco-dalles.com/?p=163#comment-12047 your comments
dear michael ,
i appreciate for sharing your knowledge and valuable information regarding primavera p6 . i pray god that you continue doing the same way and enlighten the future generations .

thanks & regards,

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