Rather than use P6 export to Excel featuer, we will export P6 resource assignment data with the help of P6’s internal Reporting system. Now we focus on exporting these data to Excel. What we need is just the resource name but it is visible that you can add any specific column to that table whenever is needed according to your report requirements. For this report we do not need any specific column on the left hand table. You can select any kind of data for your report purposes. Budgeted Units from Cumulative and Budgeted Units from the Time Interval – in this way we will have data for each month separately and cumulatively. In the open menu we have two categories of columns, Cumulative and Time interval. Right-click on the right hand table (spreadsheet) and from the menu choose Spreadsheet Fields and then Customize.
In this way you will have only the resources that have assignment not all the resources that has been defined. In the Filters screen write the following formula. Right-click on the left table and choose Filters. I describe my way below: Step 3 – Filter the resources We can modify these tables in some different ways. In this table, we have a resource assignments table on the left hand side and time-distributed data on the right. In this case, to see the assignments, you need to select the aAsignment tab Step 2 – Resource Assignments page When you opened the desired project, on the left hand side, you can choose different options. Export P6 Resource Assignments To Excel With The Help of Reports Step 1 – Select the Assignment tab This tutorial is good for anyone who wants to develop better resource curves and analyze resource assignments. Here you can use the current screen to develop a report and instead of making it a text report, we can have it produce an Excel report.
I always had a problem when I export P6 resource assignment data to Excel with the standard exporting feature on P6 until I found a way to leverage the Reports feature.
#PASTE WIZARD SOFTWARE#
As you know Primavera P6 has a lack of graphical features so often we schedulers need to export everything to other software packages (mostly Excel) to produce an understandable schedule and graphs.
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