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Importing Manual Activity Sheet

You can use (import) data from P6 or Microsoft Project into a Unifier project, including creating or managing activity, activity schedules, dependencies, and resource assignments.

Note: If you select multiple activity sheet or System Activity Sheet, import options will not be seen.

You also have the ability to import project schedules that are maintained in P6 (.xml) or Microsoft Project (.mpp) in the manual activity sheets. You can create a project schedule in Unifier (manual activity sheet) and bring data by way of importing a Microsoft Project file (.mpp). After a successful import, you can see that all the activities, their dependencies, and assignments are created in a new activity sheet.

You can create a project schedule in Unifier (a manual activity sheet) and bring data by way of importing a P6 (.xml). After a successful import, you can see that all of the activities, their dependencies, and assignments are created in a new activity sheet.

The imported data can be further used in the earned value calculations, cash flow management, and so forth.

For the manual activity sheets, the system supports:

• Integrating with P6 or Microsoft Project to be able to import activities and related data to a specified activity sheet.
• Adding new activities in an activity sheet, through P6 or Microsoft Project import, with no additional setups.
• Synchronizing matching activities, through P6 or Microsoft Project import.
• Integrating with P6 or Microsoft Project out of the box (OOB), without any data mapping.
• Importing activity schedules, dependencies, and resource assignments, through P6 or Microsoft Project import.
• Updating the activities that are created, through P6 or Microsoft Project import.

To import from data from P6 or Microsoft Project:

1. Click to select a manual activity sheet.
2. Click the gear menu (  ) and select either Import Microsoft MPP or Import P6 XML, to open the source and import either a Microsoft Project or P6 XML file.

The options above are available for the users who have the Create permission, at the activity sheet node level.

Note: The gear menu (  ) displays the same options, for any selected activity sheet.

You can export the XML version of an existing project schedule (of an activity sheet) into other sources, such as MS project or P6 schedules.

The History tab contains the details for any import that you have initiated. (Activity Sheets log > click on a manual activity sheet > properties pane > History tab)

After a successful import, a new activity sheet will be created.

The import will remove any existing data in the activity sheet. Only activities for the selected activity sheet will be removed. The WBS associated to the activity sheet will not be removed.

The following file formats are supported, for the file upload:

• The .mpp format (Microsoft Project Standard)
• The .xml format (P6 schedule)

The following objects are supported:

• Activity Sheet properties

  The project schedule start date and calendar. If there is no calendar, then the default project or shell calendar is used, and the earliest start date (across all of the activities in the sheet) will be the project schedule start date.

• Activity Sheet

  The activity attributes (uuu_P6 elements only), Dependencies (Predecessors and Successors), and Resource Assignments (units and costs).

• WBS Sheet

  All of the WBS attributes (WBS Code, WBS Name, and other default mapped attributes).

  After the activities are created in the sheet, you can assign a WBS Code (Select WBS Code window) to a selected activity by using the WBS picker. By default, all of the activities created in the manual activity sheet will show the project-level WBS row as assigned WBS. You can select a single WBS Code from the hierarchy. You can bulk assign the same WBS Code to multiple activities, through drag-and-drop at the cell level within the activity sheet.

• Master Rate Sheet:

  Resources/Roles (along with calendars). The Resource ID and Name/Role ID and Name, Currency, Calendar, Default Units/time, type of resource, and standard rates.

You can modify an existing activity sheet data only if you have the Edit permission.

The following data from the source file will be copied into an activity sheet:

• Activity Sheet properties
• Activity details

  For Not Started, In Progress, and Completed activities: All uuu_P6 activity data elements and other system defined data elements like uuu_successor, uuu_predecessor, and so forth.

  For In Progress and Completed activities: The uuu_P6percentcomplete will be updated.

• WBS Summaries

  Project WBS Sheet will be updated with the Summary tasks as WBS items, if no data exists.

• Dependencies

  All the relationships between the activities will be retained during the import. Those dependencies will be imported as successors and predecessors.

• Assigned Resources/Roles

  Master Rate Sheet will be updated with adding new resources and roles.

• Resource Assignments

  All the Resources/Roles assigned in the project schedule will be imported, along with units and costs. All activities will show the rolled-up costs and units when there are assignments.

In case of errors, the system aborts the importing process. The History tab will contain details about failed or successful imports.

In This Section

Import Activities (Microsoft Project)

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Last Published Monday, August 28, 2023