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    p6 XLSmappings

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    Nemtallah Karam
    This document provides information on columns and fields that can be imported from Excel files into various project management subject areas in the software, including activities, expenses, relationships, resources, and resource assignments. It identifies which columns are required for imports, calculated fields that will be ignored, and notes that fields cannot be modified or added that do not already exist in the project management database.

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    p6 XLSmappings

    Uploaded by

    Nemtallah Karam
    129 views6 pages
    This document provides information on columns and fields that can be imported from Excel files into various project management subject areas in the software, including activities, expenses, relationships, resources, and resource assignments. It identifies which columns are required for imports, calculated fields that will be ignored, and notes that fields cannot be modified or added that do not already exist in the project management database.

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    This document provides information on columns and fields that can be imported from Excel files into various project management subject areas in the software, including activities, expenses, relationships, resources, and resource assignments. It identifies which columns are required for imports, calculated fields that will be ignored, and notes that fields cannot be modified or added that do not already exist in the project management database.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    129 views6 pages

    p6 XLSmappings

    Uploaded by

    Nemtallah Karam
    This document provides information on columns and fields that can be imported from Excel files into various project management subject areas in the software, including activities, expenses, relationships, resources, and resource assignments. It identifies which columns are required for imports, calculated fields that will be ignored, and notes that fields cannot be modified or added that do not already exist in the project management database.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    Activities columns and fields imported from XLS files

    Columns Field Name


    WBS Code wbs_id
    Calendar Name clndr_id
    Percent Complete Type complete_pct_type
    Activity Status status_code
    Activity ID *** task_code
    Activity Name task_name
    Remaining Duration remain_drtn_hr_cnt
    Original Duration/Planned Duration target_drtn_hr_cnt
    Actual Start act_start_date
    Actual Finish act_end_date
    Activity % Complete complete_pct
    Primary Constraints cstr_type
    Primary Constraint Date cstr_date
    Secondary Constraints cstr_type2
    Secondary Constraint Date cstr_date2
    Project Codes proj_catg_XXXXX_id Though not marked (*) Project Codes cannot be updated or imported.
    Activity Codes actv_code_XXXX_id
    All UDFs

    Notes:

    Columns marked with an asterisk (*) in the export file indicate that they are calculated fields or non-importable fields and are ignored during import.

    If you modify a field name in the export file, the column will be ignored during import.

    *** Refer to the Project Management Help topic " Updating Unique Columns" for information about updating these columns.
    Expenses columns and fields imported from XLS files

    Columns Field Name


    Cost Account ID acct_id
    Activity ID *** task_id
    Expense Item *** cost_name
    Document Number po_number
    Vendor vendor_name
    Actual Cost act_cost
    Remaining Cost remain_cost
    Budgeted/Planned Cost target_cost
    Budgeted/Planned Units target_qty
    Unit of Measure qty_name
    Expense Description cost_descr
    At Completion Cost total_cost
    Actual Units act_units
    Remaining Units remain_units
    At Completion Units at_completion_units
    All UDFs

    Notes:
    The Activity Status column is used as an indicator in the Expenses/Resource Assignments/Activity Relationships section
    of the export file. This column is ignored during import.

    You can update Activity Status in the Activities subject area.

    Columns marked with an asterisk (*) in the export file indicate that they are calculated fields or non-importable fields
    and are ignored during import.

    If you modify a field name in the export file, the column will be ignored during import.

    *** Refer to the Project Management Help topic " Updating Unique Columns" for information about updating these columns.
    Relationships columns and fields imported from XLS files

    Columns Field Name


    Successor *** task_id
    Predecessor *** pred_task_id
    Relationship Type *** pred_type
    Lag lag_hr_cnt

    Notes:
    Columns marked with an asterisk (*) in the export file indicate that they are calculated fields or non-importable fields
    and are ignored during import.

    If you modify a field name in the export file, the column will be ignored during import.

    *** Refer to the Project Management Help topic " Updating Unique Columns" for information about updating these columns.
    Resources columns and fields imported from XLS files

    Columns Field Name


    Calendar Name clndr_id
    User Login Name user_id
    E-Mail Address email_addr
    Employee ID employee_code
    Office Phone office_phone
    Other Phone other_phone
    Resource Name rsrc_name
    Resource ID rsrc_short_name
    Title rsrc_title_name
    Default Units / Time def_qty_per_hr
    Unit of Measure unit_id
    Resource Codes rsrc_catg_XXXXXX_id
    All UDFs
    Notes:
    Columns marked with an asterisk (*) in the export file indicate that they are calculated fields or non-importable fields
    and are ignored during import.

    If you modify a field name in the export file, the column will be ignored during import.

    You cannot import any global data, such as resources and codes, that does not currently exist in the Project Management database.

    *** Refer to the Project Management Help topic " Updating Unique Columns" for information about updating these columns.
    Resource Assignments columns and fields imported from XLS files

    Columns Field Name


    Activity ID *** Task_id
    Role ID *** role_id
    Cost Account ID *** acct_id
    Resource ID *** rsrc_id
    Remaining Units remain_qty
    Budgeted Units/Planned Units target_qty
    Remaining Units/Time remain_qty_per_hr
    Budgeted Cost/Planned Cost target_cost
    Remaining Cost remain_cost
    Actual Start act_start_date
    Actual Finish act_end_date
    Actual This Period Cost act_this_per_cost
    Actual This Period Units act_this_per_qty
    Resource Curve Name curv_id
    Actual Units act_qty
    At Completion Units total_qty
    Actual Cost act_cost
    At Completion Cost total_cost
    Original Duration/Planned Duration target_drtn_hr_cnt
    Remaining Duration remain_drtn_hr_cnt
    Units % Complete effort_complete_pct
    Remaining Lag remain_lag_drtn_hr_cnt
    Unit of Measure unit_of_measure
    Resource Codes rsrc_catg_XXXXX_id
    All UDFs
    Notes:
    Columns marked with an asterisk (*) in the export file indicate that they are calculated fields or non-importable fields
    and are ignored during import.

    If you modify a field name in the export file, the column will be ignored during import.

    *** Refer to the Project Management Help topic " Updating Unique Columns" for information about updating these columns.
    Default columns per subject area

    Activities Activity Relationships Expenses Resources Resource Assignments


    Activity ID Predecessor Activity ID Resource ID Activity ID
    Activity Status Successor Expense Item Resource Name Activity Status
    WBS Code Relationship Type Activity Status Resource Type Resource ID
    Activity Name Predecessor Activity Status Budgeted/Planned Cost Unit of Measure Role ID
    Start Successor Activity Status Actual Cost Role ID Cost Account ID
    Finish Predecessor Project Remaining Cost Default Units / Time Resource Type
    Resources Successor Project At Completion Cost Price / Unit
    Predecessor WBS Start
    Successor WBS Finish
    Predecessor Activity Name
    Successor Activity Name
    Lag
    Predecessor Primary Resource
    Successor Primary Resource

    Note:
    Blue text indicates that the column is required for importing and exporting. The column cannot be removed from the export template and must exist
    in the import file to import successfully.

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