Step 2 – Split the WBS Path into Distinct Levels Copy the column WBS Code from “Worksheet 1” to “Worksheet 2” in Excel. We will use the Text to Columns function on the Excel Data tab (Excel 2010), it a very easy tool to split one column by delimiters into multiple columns. Highlight the WBS Code column, and click on Text to Columns. When the wizard screen comes up, select Delimited, and click Next. Set the delimiter to a dot “.”. Make sure to format the columns as Text (if your code is 01, Excel will keep it 01 as text, otherwise it will change to 1. Kompetensi Inti: KI 1: Menghayati dan mengamalkan ajaran agama yang dianutnya. KI 2: Menghayati dan mengamalkan perilaku jujur, disiplin, tanggung jawab, peduli (gotong royong, kerjasama, toleran, damai), santun, responsif dan p menunjukkan sikap sebagai bagian dari solusi atas berbagai permasalahan dalam berinteraksi secara efektif dengan lingkungan sosial dan alam menempatkan diri sebagai cerminan bangsa dalam pergaulan dunia. KI 3: Memahami, menerapkan, menganalisis pengetahuan faktual, konseptual, prosedural berdasarkan rasa ingintahunya tentang ilmu pengetahuan, tek budaya, dan humaniora dengan wawasan kemanusiaan, kebangsaan, kenegaraan, dan peradaban terkait penyebab fenomena dan kejadian, serta pengetahuan prosedural pada bidang kajian yang spesifik sesuai dengan bakat dan minatnya untuk memecahkan masalah. Menuju tak terbatas dan melampauinya. Here’s the result. Step 3 – Organize The WBS by Level. Chapter 4: How to Import WBS from Excel to Primavera P6 using the SDK Chapter 5: Using Primavera’s.xer File Parser – Import WBS from Excel Without the SDK. 3 CHAPTER ONE Introduction: Why Primavera 6 And Excel Are Better Together. 4 Primavera P6 users are also Excel users? To load the WBS data into Primavera P6, instead of using the SDK we will use the XER File Parser utility provided by Oracle. Essentially, the File Parser is an excel file that can read the data contained in a.xer file, and gives the user the ability to modify some information and to build a new.xer. ![]() Copy the new split columns to “Worksheet 3” and paste each under the appropriate L1, L2, L3, L4 or L5 heading (use the yellow L columns, not the green ones). If you have more levels, just adjust the spreadsheet to add them in. The Level column on Worksheet 3 is not needed for this tutorial. I have just added it to show that we can determine the level of each WBS by counting how many times the separator (or the delimiter) is repeated. The green L-columns contain some text formulas that will recombine part of the WBS Path to build parent and children fields that we’ll need for the import. Step 4 – Organize the WBS by Parent & Child We’re going to combine all of the green L-columns now on Worksheet 4. Start by copying the data under green-L1 and pasting it to the Parent column on Worksheet 4. Copy the green-L2 data and paste it to the Child column on Worksheet 4. The next steps might seem unintuitive, but they are important to follow correctly. We’ll then clean things up afterwards. Copy the data as follows: • Copy the green-L2 data again and this time paste it to the bottom of the data in the Parent column on Worksheet 4 • Copy the green-L3 data and paste it to the bottom of the Child column on Worksheet 4 • Copy the green-L3 data again and this paste it to the bottom of the Parent column • Copy the green-L4 data and paste it to the bottom of the Child column • Copy the green-L4 data again and this paste it to the bottom of the Parent column • Copy the green-L5 data and paste it to the bottom of the Child column Essentially the column data should be combined like this. Step 7 – Open Primavera P6 In Admin -> Admin Preferences, check the maximum WBS Code length that Primavera P6 can accept. The default of 20 will work for this tutorial, however, you may want to increase this value to 30 or 40 characters for future imports. You’ll want to have an empty project already setup in P6 that we will import to. If you don’t have one, login to Primavera and create an empty project now, then come back to this step. By default, the first level of the WBS is the name of the project. In this case change the name of the project to SAMPLE, once you finish importing you can modify the name. Step 8 – Open The P6 SDK WBS.xls As usual input the password, and click on Update Project List. Select the empty project you created. **Make sure you select the right project. Click on “Get WBS”. As expected, only the WBS root node is imported into the spreadsheet. Copy and paste from the Excel file the columns Parent WBS ID, WBS Code and the WBS Name Don’t overwrite the root node that is already there. Click “Set WBS”. It will take some time to process the data (the SDK is famous for very being slow). Wrap Up We explained how to import a WBS dictionary to Primavera P6 using Excel and the P6 SDK. Here are some examples as to why it is very useful for planners: • It is very easy to import a standard WBS into your schedule (perhaps your company Cost breakdown Structure). • If your schedule is using activities codes, you can easily generate WBS in Excel and imported back to P6. • You can design a first cut of your WBS outside Primavera, using many freely available WBS utilities. Once it is approved, it can easily be imported to Primavera. We suggest you try, a mind mapping WBS tool. All WBS or mind mapping tool can export the WBS path to Excel, which means this file can be used as an integration tool to Primavera. Things for you to try: • If you want to understand the logic behind all this data processing, google “hierarchical database model”.
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