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The import export feature using spreadsheet (XLS) tool can be utilized for the following
purposes but are not limited to;
Assign/change the activity resources to activities
Assign new activity names and modify the existing ones
Update physical progress via user define fields to activities
Assign/modify user define fields to activities
Import activity codes to activities
Assign activity code via excel using Import/Export Wizard
To modify or add to the exported sheet containing activity names, WBS code, activity codes and
user define fields, and import the data into P6,
1) Go to File > Export > Select Spreadsheet-(XLS) > Next > Select Activities > Next > mark on
export check box > Next > Add > Modify Template
2) Customize the desired columns. For example: To assign activity code “Discipline” into
activities, select “Discipline” column into selected options box. Name the template so that you
can find it back when you need. See figure below.
3) After setting up the desired template, Go to Next > Select the Excel file location > Next >
Finish. Finally, you will get the excel spreadsheet data which will be imported after adding new
discipline codes to those activities do not have discipline code before.
4) Suppose the exported excel file is as below and assume that the new codes, (FABR2 and
ERST) would be added to that sheet.
The following tips should be considered when you will import spreadsheet data,