IMPORTING AND EXPORTING FROM MICROSOFT EXCEL TO ORACLE PRIMAVERA P6

Microsoft Excel and Primavera P6 are two competing softwares for project management.This can become a problem. The issue can arise when a client who uses Microsoft Excel cannot access information because the project manager uses Primavera P6 or vice versa. Here is a step by step guide to importing and exporting important information, documents and or data from Microsoft Excel to Oracle Primavera P6.

How to Export From Microsoft to Primavera P6
1. Open projects from the Primavera P6 application. In the dropdown menu labeled File you will choose the “export” function.
2. When exporting it is important to make sure what one is exporting is appropriate with the system you are exporting to. To do this you will select the “Format” icon and choose the option that is compatible with the version of Microsoft that is being used.
3. Once you have exported your documents to the version of Microsoft that most compatible you will then have to choose “Microsoft Project” as the format for the file. You will then press the icon labeled “Next” which will take one to the screen for the export process.
4. Click the icon labeled “Export” for all the projects that are being exported.
5. Modify any changes that are needed. Once all the adjustments to the documents are finished press the “Next” icon.
6. After you checked your export settings click the “Finish” icon which will complete your task.

How to Import From Microsoft to Primavera P6
1. Open projects from Microsoft Excel.
2. Under “File” click the “Save As” icon.
3. When saving the document click “Save as type” which is a dropdown menu that will show “XML format.” Choose this and then click “Save.”
4. Go to Primavera P6 software and under “File” choose “Import” from the drop down menu.
5. A screen will pop up. This screen there will give you the option to select the import format. Select Microsoft Project XML. Then press the “Next” icon.
6. A new screen will pop up asking What Microsoft Project to import. Click the “Select” icon. This will bring all your files up that you have saved on your hard drive.
7. Select the project for import. Once selected click “Next” and then “Finish.”

After this the Microsoft Excel Project will download to Primavera P6 and the import will be complete.

Recent Posts

Five Key Features of P6 Professional Release 23.12

March 5, 2024

This latest version introduces several valuable enhancements. Let’s delve into the key features of P6…

Read More

Demystifying the DCMA 14-Point Schedule Assessment

February 26, 2024

Image: This is a snippet from Primavera P6 EPPM’s Schedule Check report.   Introduction: In…

Read More

Global PM’s Top 5 Reasons to Pursue Project Scheduling as a Career!

February 1, 2024

Embarking on a career in project scheduling can be both fulfilling and impactful. Here are…

Read More

How to Use a Fragnet in Primavera P6: A Step-by-Step Guide

January 18, 2024

Introduction In project management, the ability to effectively manage project schedules is crucial to the…

Read More

Oracle Primavera Gateway: Oracles Out of the Box Way to Integrate Primavera P6 and SAP

December 20, 2023

In the ever-evolving realm of project management, the need for seamless data integration between applications…

Read More