{"id":7918,"date":"2022-06-15t13:15:12","date_gmt":"2022-06-15t17:15:12","guid":{"rendered":"\/\/www.deco-dalles.com\/?p=1812"},"modified":"2024-04-03t11:39:29","modified_gmt":"2024-04-03t15:39:29","slug":"export-p6-resource-assignment-data-excel","status":"publish","type":"post","link":"\/\/www.deco-dalles.com\/export-p6-resource-assignment-data-excel\/","title":{"rendered":"one trick to export p6 resource assignment data to excel"},"content":{"rendered":"<p>as you know primavera p6 has a lack of graphical features so often we schedulers need to export everything to other software packages (mostly excel) to produce an understandable schedule and graphs. i always had a problem when i <a href=\"\/\/www.deco-dalles.com\/p6-export-to-excel-number-formatting-secret\/\">export p6 resource assignment<\/a> data to excel with the standard exporting feature on p6 until i found a way to leverage the reports feature.<\/p>\n<p>here you can use the current screen to develop a report and instead of making it a text report, we can have it <a href=\"\/\/www.deco-dalles.com\/8-project-management-timeline-tools\/\">produce an excel report<\/a>. this tutorial is good for anyone who wants to develop better <a href=\"\/\/www.deco-dalles.com\/s-curve-definition-under-100-words\/\">resource curves<\/a> and analyze resource assignments.<\/p>\n<p>so let&#8217;s go it.<\/p>\n<h2>export p6 resource assignments to excel with the help of reports<\/h2>\n<h2>step 1 &#8211; select the assignment tab<\/h2>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 1 - select the assignment tab\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image001.png\" alt=\"step 1 - select the assignment tab\" width=\"610\" height=\"324\" \/><\/p>\n<p>when you opened the desired project, on the left hand side, you can choose different options. in this case, to see the assignments, you need to select the aasignment tab<\/p>\n<h2>step 2 &#8211; resource assignments page<\/h2>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 2 - resource assignments page\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image002.png\" alt=\"step 2 - resource assignments page\" width=\"610\" height=\"324\" \/><\/p>\n<p>in this table, we have a resource assignments table on the left hand side and time-distributed data on the right. we can modify these tables in some different ways. i describe my way below:<\/p>\n<h2>step 3 &#8211; filter the 世界杯时间比赛时间
<\/h2>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 3 - filter the 世界杯时间比赛时间
\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image003.png\" alt=\"step 3 - filter the 世界杯时间比赛时间
\" width=\"610\" height=\"343\" \/><\/p>\n<p>right-click on the left table and choose filters.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 3.1 - filter the 世界杯时间比赛时间
\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image004.png\" alt=\"step 3.1 - filter the 世界杯时间比赛时间
\" width=\"610\" height=\"324\" \/><\/p>\n<p>in the filters screen write the following formula:\u00a0\u00a0<strong>&lt;where budgeted units\/time is greater than 0&gt;<\/strong>.<\/p>\n<p>in this way you will have only the 世界杯时间比赛时间
 that have assignment not all the 世界杯时间比赛时间
 that has been defined.<\/p>\n<h2>step 4 &#8211; choose spreadsheet fields<\/h2>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 4 - choose spreadsheet fields\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image005.png\" alt=\"step 4 - choose spreadsheet fields\" width=\"610\" height=\"343\" \/><\/p>\n<p>right-click on the right hand table (spreadsheet) and from the menu choose <strong>spreadsheet fields<\/strong> and then <strong>customize<\/strong>.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 4.1- choose spreadsheet fields\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image006.png\" alt=\"step 4.1- choose spreadsheet fields\" width=\"610\" height=\"316\" \/><\/p>\n<p>in the open menu we have two categories of columns, cumulative and time interval. we\u2019ll select <strong>cum. budgeted units<\/strong> from cumulative and <strong>budgeted units<\/strong> from the time interval &#8211; in this way we will have data for each month separately and cumulatively.<\/p>\n<p>you can select any kind of data for your report purposes. for this report we do not need any specific column on the left hand table.<\/p>\n<p>what we need is just the resource name but it is visible that you can add any specific column to that table whenever is needed according to your report requirements.<\/p>\n<p>now we have data to develop s-curves. now we focus on exporting these data to excel.<\/p>\n<p>so here&#8217;s where the trick part starts. rather than use p6 export to excel feature, we will <a href=\"\/\/www.deco-dalles.com\/alice-core-unleashing-efficiency-in-construction\/\">export p6<\/a> resource assignment data with the help of p6&#8217;s internal reporting system.<\/p>\n<h2>step 5 &#8211; run the report wizard<\/h2>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 5 - run the report wizard\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image007.png\" alt=\"step 5 - run the report wizard\" width=\"610\" height=\"343\" \/><\/p>\n<p>go to tools menu and select report wizard.<\/p>\n<h2>step 6 &#8211; use current screen<\/h2>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 6 - use current screen\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image008.png\" alt=\"step 6 - use current screen\" width=\"610\" height=\"324\" \/><\/p>\n<p>in the report wizard menu, select \u201cuse current screen\u201d radio button and hit next.<\/p>\n<h2>step 7 &#8211; use time distributed data<\/h2>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 7 - use time distributed data\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image009.png\" alt=\"step 7 - use time distributed data\" width=\"610\" height=\"295\" \/><br \/>\nin this menu tick \u201c time distributed option\u201d and\u00a0 below it select\u00a0 \u201c activity 世界杯时间比赛时间
 and role assignment\u201d and hit next.<\/p>\n<h2 style=\"text-align: left;\">step 8 &#8211; finishing the report<\/h2>\n<p>in the following screens, you can simply click next.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 8 - finishing the report\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image010.png\" alt=\"step 8 - finishing the report\" width=\"610\" height=\"295\" \/><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 8.1 - finishing the report\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image011.png\" alt=\"step 8.1 - finishing the report\" width=\"610\" height=\"295\" \/><\/p>\n<p>on this screen you can give a name to your report.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 8.2 - finishing the report\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image012.png\" alt=\"step 8.2 - finishing the report\" width=\"610\" height=\"324\" \/><\/p>\n<p>on this screen click <strong>\u201crun report\u201d<\/strong>.<\/p>\n<h2>step 9 &#8211; change the format of report<\/h2>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"step 9 - change the format of report\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image013.png\" alt=\"step 9 - change the format of report\" width=\"610\" height=\"324\" \/><\/p>\n<p>select the <strong>\u201cascii text file\u201d<\/strong> radio button and make sure that the <strong>\u201cview file when done\u201d<\/strong> box is selected and click ok.<\/p>\n<p>now you have an export of the p6 resource assignment data in an excel file as shown in the following screenshot:<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"tutorial_image aligncenter\" title=\"open p6 resource assignment export in excel\" src=\"\/\/www.deco-dalles.com\/wp-content\/uploads\/2013\/05\/image014.png\" alt=\"open p6 resource assignment export in excel\" width=\"610\" height=\"235\" \/><\/p>\n<h2>wrap up<\/h2>\n<p>the reason that we do all of these efforts to export p6 resource assignment data to excel is as follows:<\/p>\n<ol>\n<li>we do not have too much graphical features in p6 so we cannot develop perfect managerial reports in primavera p6 alone.<\/li>\n<li>resource curves in primavera p6 do not show the percentage progress and monthly increments and this is not good when you look at a curve from a project manager&#8217;s perspective.<\/li>\n<li>if you want to calculate the manpower for each, in p6 you have to divide all man hours for every month to an exact number (for example 208) but as you know the working hours in each month is different because we have different for each month. consequently we will not have a perfect estimation of manpower needed for each month in p6 while we can have an exact estimation in excel.<\/li>\n<\/ol>\n<p>in this way you can <a href=\"\/\/www.deco-dalles.com\/p6-resource-s-curve-excel\/\">develop s-curves<\/a> with the use of excel easily.<\/p>\n<h2>leave us a comment<\/h2>\n<p>what do you think about this method of export p6 resource assignment data to excel?<\/p>\n<p>what has worked for you in the past?<\/p>\n<p>let us know by leaving a comment below.<\/p>\n<p><!-- end hubspot call-to-action code --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>as you know primavera p6 has a lack of graphical features so often we schedulers need to export everything to&#8230;<\/p>\n","protected":false},"author":47,"featured_media":54504,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[26,55,215],"tags":[],"content-topics":[],"class_list":["post-7918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-excel","category-primavera-p6-tutorials","category-resource-management"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo premium plugin v23.1 (yoast seo v23.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>one trick to export p6 resource assignment data to excel<\/title>\n<meta name=\"description\" content=\"learn the steps to export p6 resource assignment data to excel so you can build s-curves or perform other analysis in excel.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.deco-dalles.com\/export-p6-resource-assignment-data-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"one trick to export p6 resource assignment data to excel\" \/>\n<meta property=\"og:description\" content=\"learn the steps to export p6 resource assignment data to excel so you can build s-curves or perform other analysis in excel.\" \/>\n<meta property=\"og:url\" content=\"\/\/www.deco-dalles.com\/export-p6-resource-assignment-data-excel\/\" \/>\n<meta property=\"og:site_name\" content=\"世界杯2022亚洲比赛时间
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