CSV Template for Activity Details

When you export the CSV template file (using Export > Activity Details), the order of the columns in the CSV template matches the order of the data elements that are added in the integration phase. You can:

Add new activities by specifying the details for each row.
Enter data for all editable data. The values entered in the CSV file will be ignored if that data element is a formula column in the sheet.
For Unifier 20.12, the CSV import does not allow activities with dependencies and assignments.

CSV import of activities

The Activity ID is generated using the activity sequence numbering set up at properties level, if no value is provided in the Activity ID column. You can enter only alphanumeric characters in the Activity ID column.

You cannot leave any of the required field in an activity attributes form blank. If the CSV file imported does not have data for all of the required fields in the activity attributes form, then import will fail.

Only columns that are editable can be updated, for the existing activities. Changes to read-only columns in the CSV file will be ignored.

The WBS Code and CBS Code for the activities can be added for new activities. For the existing activities, the WBS Code and CBS Code for the activities can be updated.

CSV restrictions

The data elements that are added in the Integration tab must match the names, or labels, in the exported CSV template.

All of the data elements that are defined in the Integration tab will be seen as column headers in the CSV template. The order of the column headers are as they appear in the Integration tab.

If no integration interface is defined, then all of the uuu_P6 pre-defined columns will be seen in the CSV template. In this case, the Activity ID and Activity Name will be shown as the first two columns, followed by other uuu_P6 data elements.

The existing rows (activities) must be in the same order as currently seen in the sheet.

The Activity ID and Activity Name columns are shown as required in the exported CSV template, along with other required fields.

During the CSV import (for creating new activities), the system performs the following validations:

Required field validations will be shown, except for the Activity ID which uses the activity sequence specified in sheet properties. New rows will automatically generate the next sequence and show it as a new Activity ID.
Activity Name is shown as required in the exported CSV template. If you do not enter the Activity Name, then the "required field" error message will be displayed.
Other than the Activity Name (uuu_P6ActivityName), the uuu_P6 data elements which are marked as required in the design will not show as required in the exported CSV template, if there are no default values.
If you enter the Activity ID value in the CSV template, then this input will have high priority. A new row will be created using the Activity ID specified in the CSV template. The Activity ID value column allows alphanumeric values only in the input CSV file.
If no value is entered, then the Activity ID will take the next auto-sequence number that is generated. If you provide the Activity ID, then a new activity is created with the value that you enter (provided that there is no activity with the same ID in the Activity Sheet).
If not available in the input CSV file, then the default values will be used for the following columns:
- Start Date
- Finish Dates
- Duration
- Activity Status
- Activity Type
- Calendar
If the user did not provide any value for these columns in the CSV file, then by default the value for the:
- Activity Status (uuu_P6ActivityStatus) will be: Not Started.
- Start Date will be the project schedule start date specified in the properties.
- Finish Date will be the project schedule start date specified in the properties.
Activity Calendar (uuu_P6ActivityCalendar) will be the default calendar, as the calendar selected in the activity sheet properties window. If the calendar is specified in the CSV file, the system validates the calendar name to ensure that it is a custom calendar or a company calendar.
You must specify the entire path for the WBS Picker (uuu_cmwbs_picker) and CBS Picker (bitemID) columns in the input CSV file. Check for valid WBS Code and CBS Code when updating existing activities or importing new activities.
All the required fields must be entered for the CSV import to be successful.

You will encounter error messages when creating new activities by way of CSV import if:

You enter a Start Date (uuu_P6Start) that is earlier than the Schedule Start Date (act_sch_start_date).
You enter a Start Date (uuu_P6Start) that is later than the Finish Date (uuu_P6Finish), and vice versa.
You enter an Actual Finish Date (uuu_P6ActualFinish) that is earlier than the Actual Start date (uuu_P6ActualStart).
The above date-related errors will be displayed when you enter input values for the following date combinations:
- uuu_P6PlannedStart, uuu_P6PlannedFinish, and uuu_P6PlannedDuration
- uuu_P6Start, uuu_P6Finish, and uuu_P6Duration
- uuu_P6RemainingDuration, uuu_P6RemainingEarlyFinish, and uuu_P6RemainingEarlyStart
You enter the Actual Start Date (uuu_P6ActualStart) that is after the current date.
If the Start Date (uuu_P6Start) is provided in the input CSV file, but the Finish Date (uuu_P6Finish) is not provided in the input CSV file.
If the Finish Date (uuu_P6Finish) is provided in the input CSV file, but the Start Date (uuu_P6Start) is not provided in the input CSV file.
You enter a CBS Code that is currently inactive or does not exist in the Cost Sheet.
You enter a WBS Code that is currently inactive or does not exist in the Project WBS Sheet.
The uuu_P6Start and uuu_p6Finish dates are different for the milestone-type activity.

You will encounter the following validations when creating new activities by way of CSV import:

The Start(uuu_P6Start) alone is provided with the Activity Name. In this case, the activity is created with default duration 1 and finish (uuu_P6Finish) same as uuu_P6Start.
The Duration (uuu_P6Duration) and Start (uuu_P6Start) are provided. In this case, the duration will be calculated based on Finish Date and uuu_activity_calendar.
The Start (uuu_P6Start) and Finish (uuu_P6Finish) are provided. In this case, the uuu_P6Duration will be calculated accordingly.
When the Start, Finish, and Duration values are provided. In this case, the Duration will be calculated based on Start and Finish values.
When you enter Actual Finish Date (uuu_P6ActualFinish) without Actual Start Date (uuu_P6ActualStart). In this case, after the CSV import, the uu_P6ActualStart and uuu_P6ActualFinish will have the same date, and the uuu_P6ActivityStatus will be shown as: Completed
Note: The error validation applies to all dates in the input CSV file.
When you enter Activity Percent Complete (uuu_P6PercentComplete), you can enter a value for Performance Percent Complete (uuu_P6PerfPercComplete). In this case, the value must be between 0 and 100 (zero and one hundred).
The value of the Duration (uuu_P6Duration) must be entered in the number of days, in the CSV file. You cannot enter a negative or decimal number.
You can enter the CBS Code, or WBS Code, for the new activities. When entering the CBS Code, or WBS Code, you must specify the entire path.
When you enter the Activity Type as "Start Milestone" (for the new activities in the input CSV file), the sheet shows the activity as milestone-type with uuu_P6Start and uuu_P6Finish shows the same date and duration as 0, after a successful import.
You only enter the uuu_P6Start in the input CSV file for the milestone-type activity.

Last Published Monday, August 28, 2023