Create a Microsoft Excel template to use when importing new activities into a P6 project.
To create import templates:
- Click Projects.
- On the Projects navigation bar, click Activities.
- On the Activities page:
- Click Customize View.
- In the Customize View dialog box:
- Click the Columns tab.
- Move the columns you want in the import template to the Selected Columns list.
- Click Apply.
- In the Activities page, click Save View.
- Click the Actions
menu and select Import and then select Create Import Template. - When prompted, choose whether to open or save the file.
Tips
- The import template is created as a Microsoft Excel file with the default file name, ExportDataToSpreadsheet.
- 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.
- 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.
- The import process will start at the first tab of the import file, regardless of the tab name.
- Blank rows are ignored.
- The import file contains two rows of column headings that match the columns you previously selected to display in the table or Gantt chart. The first row of headings identify 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.
- 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.
- Although the activity view is limited to 30 columns, you can add columns to your spreadsheet to import more than 30 fields of data.
- All activity fields except for non-editable fields are available for import. Examples of non-editable fields include: expenses, notebook topics, predecessors, resource IDs, resource names, role IDs, steps, and successors. 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.
- If an Enterprise Data field value does not exist for a Global Activity Code, Enterprise Project Structure (EPS) Activity Code, Project Activity Code, Calendar, Cost Account, or Primary Resource, the assignment will not be added.
- Secure activity codes are not imported, even if the column exists in the spreadsheet.
- Durations with abbreviations that match the abbreviations set on the Time Periods page of the Application Settings page are imported.