To send data in an Excel file, you can:
- Create an Excel file per project
To create an Excel file for each project, see A Single Project Excel File: Example.
OR
- Create an Excel file containing data from multiple projects
You can further organize the data in the file as follows:
- Organize the data by object
The Excel file primarily lists all the objects and its corresponding fields whose data is being transferred. If an object is used in more than one project then each data row of the object lists the corresponding value of each field in each project. Therefore, if an object is used in two projects, the Excel file will contain two data rows, with each row listing the values of the object in each project.
For a detailed example, see An Excel File with Multiple Projects Organized by Object: Example.
OR
- Organize the data by project
The Excel file lists each project with its corresponding objects and fields whose data is being transferred. Each row of an object lists the corresponding values of each field in the project. Therefore, an Excel file with two projects will include the first project, followed by the second project. The first project will contain a list of objects. Each object will contain a list of fields and one or more data rows. Each data row of the object displays the values of the corresponding field in the object.
For a detailed example, see An Excel File with Multiple Projects Organized by Projects: Example.
Note: Any user can create an Excel source file, however the processing of the Excel file in Gateway will be determined by the user's role in Primavera Gateway.
- Organize the data by object