Importing Enterprise Data

You can import enterprise data into P6 from a spreadsheet. This is useful if you need to modify or add new enterprise data using the features of a spreadsheet application.

To import enterprise data:

Click Administration.
On the Administration navigation bar, click Enterprise Data.
Click Import/Export Enterprise Data.
In the Import/Export Enterprise Data dialog box, click the Import tab.
On the Import tab:
1. Click in the File field and click Select, then browse to and select the file to import.
2. Select the data types to import.
3. Click Import.

Tip

You must have the appropriate data access and permissions to import data from a spreadsheet.
Calendars and risk thresholds cannot be imported.
You cannot delete data from the Enterprise Data page using the import feature.
When the import process is complete, you can download a copy of the input file from the View Service Status dialog box to view the Status and Remarks columns. The Status column shows a value for each row in the file. If the status column shows Added or Updated the data on that row was added or updated successfully. If the status column shows Added - Failed or Updated - Failed, the import for that row failed and further information is given in the Remarks column.

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