#PROJECT IN A BOX PLANNER IMPORT EXCEL UPDATE#
#PROJECT IN A BOX PLANNER IMPORT EXCEL SOFTWARE#

Select your project that you are making the updates to:

You will see an “Import Project Options” screen. Importing changes in the Excel spreadsheet template file and importing to Primaveraįind and select the Excel spreadsheet template file that you will import to Primavera and select “Next”:Ĭhoose the data that you want to import to Primavera: Remember that this is one of the fields that contain an asterisk however, we can add data to this field by using the Excel tab designated for the resources. The ID EC1250 from the “RSRC” tab in the Excel template file was changed from “Project Controls” to “Elec”. Although the asterisks in some of the top fields indicate that the data cannot be modified and imported to Primavera, those same fields can be modified in the individual tabs shown in the Excel template below.įor a sample exercise, one of the task names was changed from “Review Bids for Flooring” to “REVIEW BIDS FOR FLOORING” in the main “Task” tab of the Excel template file. Here is an example of the Excel file template exported from Primavera. You will receive confirmation of the successful export: You will receive a summary box and see the path to the file. Select the location to generate and save your Excel template file and click “Next”: The next screen allows you to customize the options:

#PROJECT IN A BOX PLANNER IMPORT EXCEL UPDATE#

You will see the “Select Template” screen, and you can choose “Modify” to update the options:

Put a checkmark in the box next to the project that you will export and click “Next”: Select the data that you wish to export and click “Next”: Select “Spreadsheet – (XLS)” in the Export Format box and click “Next”: The best way to accomplish this is to first ensure that the project with the desired layout is open in Primavera. There are instances where a planner/scheduler may want to create an Excel spreadsheet template as a general guide to make future modifications and updates to the project schedule. The asterisks that show up in some of the top fields of the Excel file indicate that these particular fields cannot be imported back into Primavera:Įxporting the Primavera schedule to an Excel spreadsheet template

The exported Excel file can now be edited. You will be prompted to save the file to your chosen location, and then you will receive a confirmation of the success of the export: Right-click in the activity bar to select “Export to Excel”: The selected Primavera layout will display: The first important task to start with before exporting data from Primavera is to select the layout with the columns that you want to use to export. Exporting the Primavera schedule to an Excel spreadsheet The different features are covered in this article. Also, exporting data from Primavera to Excel will allow a team member who does not have access to Primavera to utilize the project schedule data in a usable format. Importing from Excel to Primavera can be especially useful when a team member needs to implement some changes to the project schedule, and that person provides the new tasks in an Excel spreadsheet.

#PROJECT IN A BOX PLANNER IMPORT EXCEL SOFTWARE#

Importing and exporting to and from an Excel spreadsheet to Primavera is a unique and valuable feature to take advantage of, especially when working with a Project Manager or other team member who may not have Primavera software access.

Project in a box planner import excel