22.1 Excel Import and Export Tool

Primavera Contractor has a built in tool for importing to and exporting from Excel:

• Activities

• Relationships

• Resources

• Resources Assignments and

• Expenses

To import or export data to Excel select File, Import or Export and follow the instructions in the Wizards. Export Templates may be created and re-used at a later date with this tool that define which data is exported and imported.

When attempting to import data using this type of tool there are some guidelines that apply to many applications, not just to this Primavera Contractor tool:

• Create a test project and experiment with this function before using it on a live project.

• Export some data first as this exports the correct column headings and sheet names.

• Change or add data to the exported spreadsheet and import new data into the test environment. Then review the data is importing correctly and that the schedule is calculating as expected.

• Back up or take a copy of your project before importing into a live project.

• Usually is better not to try to import calculated fields, as these are normally re calculated after the data has been imported and the schedule recalculated.

• When only exporting some data on a one off basis then it may be easier just to copy and paste the data into a spreadsheet.

A few points to understand when using the Primavera Contractor Excel import function:

• The following sheets are created on export and...