Using CSV Import to Update Activities
The editable data elements in the activities that exist in the sheet can be updated by using the CSV import, including:
- Activity Name (uuu_P6ActivityName)
- Start Date (uuu_P6Start)
- Finish Date (uuu_P6Finish)
- Duration (uuu_P6Duration)
- Activity Status (uuu_P6ActivityStatus)
- Percent Complete (uuu_Percent Complete)
When updating through CSV import, the system validates the existing activities including:
- Activity Name (uuu_P6ActivityName)
- Start Date (uuu_P6Start)
- Finish Date (uuu_P6Finish)
If the Start Date (uuu_P6Start) exists for an activity and the Duration (uuu_P6Duration) is also provided in the input CSV file, the system calculates the Finish Date (uuu_P6Finish). In this case, if Finish Date (uuu_P6Finish) is provided, the system calculates the Duration (uuu_P6Duration) based on the Finish Date (uuu_P6Finish) and uuu_P6ActivityCalendar.
In the CSV file, for existing activities:
- You cannot change the status of an activity that is "In Progress" to "Not Started."
- The Actual Finish Date cannot be earlier than the Actual Start Date.
- You can update the Percent Complete column. The range of values are 0 to 100 (zero to one hundred).
- When you enter the Actual Start Date (uuu_P6ActualStart) in the CSV file after the import, the system changes the status for that activity from "Not Started" to "In Progress."
- You can update an activity with Actual Finish Date (uuu_P6ActualFinish) status as "In Progress."
- If you update the Actual Finish Date for an activity that has not started (Status + Not Started), the Actual Start Date shows the same value as the Actual Finish Date, and the status shows as "Completed" with the Percent Complete as 100% (one hundred percent).
- If you enter the Percent Complete value without providing an Actual Start Date or an Actual Finish Date, the system dismisses the Percent Complete value.
- For an activity that is in progress (Status = In Progress), if you update the Percent Complete value to 100% (one hundred percent), the system updates the Actual Finish Date to the current date.
- When you update the Actual Start Date and the Actual Finish Date values, the dates cannot be earlier than the Scheduled Start Date.
- When you update the Actual Start Date and the Actual Finish Date values, the dates cannot be later than the Current Date.
- You can add or update the CBS Code (bitemID) and the WBS Code (uuu_cmwbs_picker).
- The system changes the Start Date of the successor activities accordingly and based on the Scheduling.
- You can use reschedule the remaining activities by way of the Schedule option, in the toolbar.
Last Published Monday, August 28, 2023