P6 Layouts and Spreadsheet Import

P6 Layouts and Spreadsheet Import

Turbo Chart Data Fieldsย 

This article assumes the following User Defined Fields have been created within P6 for Turbo Chart Dataย 

  • Numeric UDF for location start valueย 
  • Numeric UDF for location end valueย 
  • Text UDF for Shape Code valuesย 
  • Text UDF for Filter Code value (this field is not a required field, but can also be used)ย 

Creating a Working Layoutย 

To create a general purpose layout, assign the above UDF fields as additional columns in any layout.ย 

  1. In P6 Activity View, Select VIEW > COLUMNS from the menu, or right-click on the column headers and select COLUMNSย 
  2. Select all the UDF fields required, and press the right Arrow to include the columns in the layoutย 
  1. The columns are now available for data entry or modification.ย 
  2. Any Grouping and Sorting options may be appliedย 

A sample P6 Layout file LPS_WBS ACTIVITY VIEW.plf is provided in the sample data (HELP > DOWNLOAD SAMPLES within Turbo Chart). Note that the layout may not display the UDF fields as each P6 database has unique IDโ€™s that may not display with the provided layout file.ย 

Spreadsheet Data Importย 

A layout that provides data that can be imported via spreadsheet import requires the following data fields. Note that column headings must be modified to match those required by Turbo Chart:ย 

Column Headingย  P6 Data Fieldย  Data Typeย 
Nameย  Activity IDย  Text Valuesย 
Descriptionย  Activity Nameย  Text Valuesย 
ShapeCodeย  P6 UDF for Shapesย  Text Valuesย 
FilterCodeย  P6 UDF for Filtersย  Text Valuesย 
Startย  P6 UDF for Start Positionย  Numeric Valuesย 
Endย  P6 UDF for End Positionย  Numeric Valuesย 
Start Dateย  Startย  Date Formatย 
Finish Dateย  Finishย  Date Formatย 

To modify column headings in P6, select the field to modify, then select EDIT COLUMNย 

And then enter the New Title required for the columnย 

Apply to all the required Data Fieldsย 

A sample P6 Layout file LPS_SPREADSHEET IMPORT VIEW.plf is provided in the sample data (HELP > DOWNLOAD SAMPLES within turbo Chart). Note that the layout may not display the UDF fields as each P6 database has unique IDโ€™s that may not display with the provided layout file.ย 

A Sample Spreadsheet import file (Macro-enabled XLS file) is also provided in the sample data to display the required import columns and headings.ย 

Once the required headers are provided, data from P6 can be copied and pasted into Turbo-Chart, through the DATA>TASKS โ€œPaste from Clipboardโ€ function.ย 

Further Helpย 

Should you need further help regarding Turbo-Chart, we are here to support you!ย 

Just send an email to support@pmerasupport.comย 

For more information, please contact us.