Activity Excel Utility Using P6 EPPM Web Services

P6 EPPM Web Services is a great way of integrating external systems with P6 EPPM application. Activity excel utility allows reading and writing data to Oracle Primavera P6 EPPM using P6 EPPM Web Services.

Activity excel utility allow user to

• Maintain activity details
• Maintain activity relationship
• Assign global and project activity code to activity
• Assign resource or role to activity
• Maintain activity steps
• Maintain activity UDF
• Maintain resource assignment UDF
• Maintain activity step UDF

  

Update Project List – download list of projects from the connected P6 EPPM application

Read All Data - allows downloading all activity data at the click of button.

Clear All Data - removes data from all worksheets

Read – Read or download data from P6 EPPM using Web Services

Modify – Create, Update or Delete the data for the corresponding business object

Screenshots of some of the worksheet are shown here for reference.

Activity Details allows creating new activity and maintaining existing activity data. CRUD flag is used to identify the operation to be performed.

“C” – Create, “U” – Update, “D” – Delete, “R” – Read.

Activity data is downloaded with CRUD flag as “R”. 

Activity attributes like Duration Type, % Complete Type, etc. use same set of values as in the application

Duration Type	Fixed Units/Time Fixed Duration and Units/Time Fixed Units Fixed Duration and Units
Percent Complete Type	Physical Duration Units
Activity Type	Task Dependent Resource Dependent Level of Effort Start Milestone Finish Milestone WBS Summary
Primary Constraint Type	Start On Start On or Before Start On or After Finish On Finish On or Before Finish On or After As Late As Possible Mandatory Start Mandatory Finish

Activity Relationship can be created and updated within excel utility. Relationship Type has a predefined set of values as used in application - Task Dependent, Resource Dependent, Level of Effort, Start Milestone, Finish Milestone, WBS Summary

Activity Code Assignment allow user to assign activity code to activities. Both global and project specific activity codes can be assigned to activities.  

Resource Assignment allow user to assign resource/role to activities. This can be used to maintain resource assignment for activities of the project.

User interface for all other worksheets are similar to the one shown above.

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