SAVE
Business

Importing Activity Codes into P6 using an XER file and Excel

The Primavera P6 Excel spreadsheet created when you export a P6 project does not allow the creation of Activity Codes and their description on import. These have to exist before import.

Since Oracle Primavera stopped supporting the Excel spreadsheet that allowed the importing of Activity Codes using the SDK it has become more difficult to import a large number of activities into P6 with their Activity Codes, because the Codes have to exist in P6 before importing the activities.

The process outlined in this paper shows how you may simply edit an XER with Excel and import the Activity Codes. 

Please note that if you are not careful, this is a very quick way of corrupting your database.

This paper is an extract from 99 Tricks and Traps for Oracle Primavera P6 PPM Professional, The Casual User’s “Survival Guide” by Paul Harris available through www.eh.com.au.

Importing Activity Codes into P6 using an XER file and Excel

Learn from the Best

Eric Lofholm
Master Sales Trainer
Keynote Speaker
EntrepreneurNOW Network

Subjects of Expertise

Sales Skills
Motivation
Mindset & Strategies
TJ Walker
Bestselling Author
Personal Development & Habits Expert
EntrepreneurNOW Network

Subjects of Expertise

Communication Skills
Public Speaking
Personal Development
Arvee Robinson
Master Speaker Trainer
Bestselling Author
EntrepreneurNOW Network

Subjects of Expertise

Public Speaking
Persuasive Presentations
Lead Generation
Brad Hussey
Web Designer
Marketing Consultant
EntrepreneurNOW Network

Subjects of Expertise

Web Design
Online Business
Freelancing Career
Carol Marzouk
Executive Coach
International Speaker
EntrepreneurNOW Network

Subjects of Expertise

Leadership
Employee Engagement
Valerie Sargent
Emotional Intelligence Strategist
Award-Winning Business Leader
EntrepreneurNOW Network

Subjects of Expertise

Emotional Intelligence
Leadership
Sales
Scott Robertson
Certified StoryBrand Guide
Public Relations Expert
EntrepreneurNOW Network

Subjects of Expertise

Public Relations
Marketing Communications
Attraction-Based Marketing
Paul Banoub
Technologist
Leadership & Productivity Expert
EntrepreneurNOW Network

Subjects of Expertise

People Management
Productivity
Leadership

Importing Activity Codes into P6 using an XER file and Excel

To import a large number of Activity Codes that exist in Excel or a text document, you may edit a XER file using Excel:

  • Create a P6 Project;
  • Add an activity so there is activity data to export;
  • Create a Project Activity Code in the Activity Code Definition form;
  • Create one Activity Code Value and Activity Code Description;
  • Export the project as an XER file;
  • Change the XER file extension to *.txt;
  • Open the renamed *.xer file with Excel;
  • You should be asked to Data Parse the file and accept the defaults;
  • Find the ACTVCODE area;
  • Insert the rows into the spreadsheet for the Activity Code Values and Activity Code Descriptions;
  • Add the new data by copy and paste;
  • Increment the actv_code_id, actv_code_name and short_name fields but do not increment the actv_code field;
  • Do not forget to fill down the seq_num and color, not shown in the picture above;
  • Save Excel worksheet;
  • Change the file extension *.XER;
  • Import the XER file into Primavera P6

NOTE: If you are not careful, this is a very quick way of corrupting your database.

If you want to learn more about Planning and Control with Microsoft Project, please check out my online course here.

News section image

Earn As You Learn

Earn 25% commission when your network purchase Uplyrn courses or subscribe to our annual membership. It’s the best thing ever. Next to learning, of course.

Earn Learn Image
Paul Harris
Featured Uplyrn Expert
Paul Harris
Certified Cost Engineer, Certified PRINCE2™ Practitioner
Subjects of Expertise: Project Management
Featured Uplyrn Expert
Paul Harris
Certified Cost Engineer
Certified PRINCE2™ Practitioner

Subjects of Expertise

Project Management

Leave your thoughts here...

Find Your Place in The World

Top Companies choose Uplyrn to look for Talent.