To import data from an XLS file, you must have the Project Superuser security profile. When P6 Professional is connected to a P6 Professional database, this setting is available in the Project Access tab in the Admin, Users dialog box. When P6 Professional is connected to a P6 EPPM database, this setting is available from P6.
- Choose File, Import.
- Select Spreadsheet - (XLS). Click Next.
- Click the Browse button to select the file you want to import. The subject areas available are based on the export file.
- Mark the checkboxes to select the subject areas you want to import.
- Click the browse button in the Import To field to select the project in which you want to import. Click Next.
- View the summary and click Finish.
- Click Close.
Notes
- To ensure data integrity, you should only import user-defined fields (UDFs) into the same P6 Professional or P6 EPPM database from which the data was exported. If you import UDFs into a different database, make sure the P6 Professional or P6 EPPM databases have identical UDF dictionaries.
- The language used in the export file must remain the same, to import successfully. For example, if the text in the export file is in English, the updates you want to import must be in English also.
- P6 Professional ignores past period actual (financial period) columns when importing data from XLS files.
- To import data from an XLS file, you must have the Project Superuser security profile for the project you are updating, and your assigned security profile must include the global privilege required to import XLS files.
- When you export resource assignments to an XLS file, only the lowest level of cost accounts associated with resource assignments is exported to the XLS file. For example, assume your cost account hierarchy has a cost account named CA, with a subordinate level named CA.A. If you assign the cost account CA.A to a resource assignment, when you export resource assignments to an XLS file, the XLS file displays "A" as the cost account, not "CA.A." If you then import this XLS file to the same project in P6 Professional, in some cases, a duplicate resource assignment will be created that lists "A" as the assigned cost account for the duplicate resource assignment.