Summary:

In this lesson, we will focus on importing the progress data from our PMS template into the Primavera P6 schedule. The goal is to update the Primavera schedule with the progress we’ve tracked in Excel, ensuring that the project reflects the most current status.

Key Points:

1. Objective:

   • Learn how to import progress data from the PMS template into Primavera P6.
   • Ensure the Primavera schedule reflects accurate, up-to-date project progress.

2. Requirements:

   • Primavera P6 for updating the schedule with progress data.
   • PMS Template with progress data that was previously updated in Excel.

3. Step-by-Step Process:

   • Duplicate the Baseline Schedule: While the main focus is on importing the progress data, we will first duplicate the baseline schedule to preserve the original schedule. This helps compare progress without altering the baseline.
   • Rename Project ID: Rename the duplicated project ID to reflect this as the progress update.
   • Assign Baseline: Open the newly duplicated project and assign the baseline schedule for reference.
   • Export Schedule for Updates: We will export the schedule into a spreadsheet to get the Primavera-exported format and update it by copying and pasting progress from the progress import template.
   • Import Progress Data: Import the updated Primavera spreadsheet file and verify that it matches the PMS template progress.

4. Why This Matters:

   • Importing the PMS progress data into Primavera P6 correctly is essential to avoid errors during the spreadsheet import. This process helps planning engineers gain a clear understanding of the import/export feature in Primavera P6 to effectively manage a large list of activities.