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    Planning Using Primavera

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    • Assign Resources to Oracle Primavera P6 Schedule using Excel Import

    Assign Resources to Oracle Primavera P6 Schedule using Excel Import

    • Posted by Hany Ismail, MSC, PMP
    • Categories Planning Using Primavera
    • Date February 6, 2019
    • Comments 0 comment

    Assigning Resources to Oracle Primavera P6 time schedule could be very time consuming task without the help of MS Excel. In this article i will explain a step by step how you could save lot of working hours by using excel import.

    1- Prepare Resource Assignment in Excel:

    First step in Assign Resources to Oracle Primavera P6 is to prepare an excel sheet which contains the Activity ID, Resource Name, and Resource Units. Mainly this sheet should be a result of what called cost loading sheet (you can learn how to do cost loading by studding this Oracle Primavera P6 Course) However for this exercise i am going to use very simple sheet to explain the general idea.

    Our Resource Loading Table in the picture below should only contains 3 columns:

     

     

     

     

     

     

     

    1- Activity Id: Is your activity Id as exists in Primavera p6

    2- Resource Id: is the resource ID you want to assign for this activity, You can find the resource Id from enterprise—resources or as per my explanation below.

    3- Budget units: is the number of hours if you are assigning labor resource or the cost if you are assigning cost.

     

    2- Assign one activity with all resources in oracle primavera p6:

    Now you need to assign one activity only in your p6 schedule with all the resources you have as per the following:

    blank

    The reason i assigned all the resources to one activity is to get the proper resource assignment excel sheet for this project and to have the resources ID which i can fill in the resource loading sheet we created in the 1st step.

    3- Export the resource assignment sheet from oracle primavera p6:

    Now from File—Export—Spreadsheet—Resource assignment and be sure to select the following columns:

    blank

    4- Edit the resource assign sheet in excel:

    The exported file will contain one activity and three resourced assigned to it. Now we will Type the letter d in the Delete This Row column so when we import the sheet the resource assignment we made will be deleted.

    blank

    After the row 5 we can add our resource assignment for all the project activities by adding activity ID, copy past Not Started , type the resource ID and target qty. See the following example:

    blank

    Now we need to convert the numbers in target_qty column to text so oracle Primavera P6 will understand it when we import. See the following photo.

    Text to column step 1:

    blank

    Text to column step 2:

    blank

    Text to column step 3:

    blank

    Text to column step 4:

    blank

    5- Import the resource assign sheet to primavera p6:

    From File—import—spreadsheet—and select the sheet to be imported to your project. You will find after the import that all the activities are assigned with resources and resource units s well.

    Conclusion:

    Importing data from Excel to Primavera P6 saves 100’s of working hours. However, this article shows only a very basic concept of using Excel power in Planning. If you are interested in Advanced techniques i would advise you with Advanced Planning using Primavera P6 course

    Tag:assign resources, Assigning Resources, Excel Import, oracle primavera, primavera p6, Resource Assignment

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    Hany Ismail, MSC, PMP
    Hany Ismail, MSC, PMP

    Hany Ismael is the founder and CEO of Planning Engineer Est. in Egypt. He has started his career back in 2003 as a site engineer, technical office engineer, planning engineer, planning manager, and finally planning department manager where he has been involved in several mega construction projects in Egypt and Saudi Arabia. In 2016, he established his own company in Egypt “Planning Engineer Est.” Hany gained his MSc degree in project management from Liverpool University-UK 2013-2016, PMP certified from PMI-USA 2010, and BSc Civil Engineer Tanta University-Egypt 2003. Hany provided more than 3,500 hours of planning and project management training on his website planningengineer.net, YouTube channel, and offline courses since 2011. He enjoys teaching project management in simple and practical way, and he developed several planning tools, techniques and courses.

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