11/29/2016 How To Import WBS From Excel To Primavera P6 Using The P6 SDK

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Blog > Excel > How To Import WBS From Excel To Primavera P6 Using The SDK

How To Import WBS From Excel To

Primavera P6 Using The SDK
JANUARY 5, 2012 BY MIMOUNE DJOUALLAH — 35 COMMENTS

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In this tutorial we explain how to use the Oracle

Primavera P6 SDK to import a WBS from Excel
to Primavera P6. We are using the WBS.xls P6
SDK spreadsheet made available by Oracle
Support. The SDK is a very handy tool, but the
data must exactly respect the required format,
we used a sample WBSand a step-by-step guide
to prepare the data to be imported. We assume
you already have the Primavera SDK installed.

Tutorial Assets
The following assets were used during the production of this tutorial.

WBS-Import-P6-Tutorial.xls
WBS.xls

Step 1 – Copy the WBS from to Excel

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For simpli៍�cation, every step of the tutorial has its own Excel worksheet in the
spreadsheet (see WBS-Import-P6-Tutorial.xls in Tutorials Assets). I’ve numbered each
worksheet appropriately.

For this tutorial, we’re using a sample WBS from this site.  We’ve already cleaned-up
and pasted it for you into the WBS-Import-P6-Tutorial.xls on Worksheet 1.

I have modi៍�ed the original WBS to add a root node (SAMPLE – the ៍�rst entry in the
WBS list) as the project name.

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.

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When the wizard screen comes up, select Delimited, and click Next.

Set the delimiter to a dot “.” .

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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.

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Here’s the result.

Step 3 – Organize The WBS by Level.

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.

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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 ៍�elds that we’ll need for the import.

 
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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.

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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:

Parent col Child col
L1 data L2 data

L2 data L3 data

L3 data L4 data
L4 data L5 data
Actually that’s the most important step in this tutorial, in order for the SDK (a
relational database) to understand the structure of the WBS; this one must be
presented as Parent and children table.

Step 5 – Remove Duplicates

Copy the columns Parent and Child from Worksheet 4, and paste them to Worksheet
5.

Highlight both columns. On the Excel Data tab, click Remove Duplicates to clean up
any duplicate entries we’ve created.
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Next, select ok

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In the column “check the same relation”, I put a formula to check if there is the same
item in parent and child.  Click the column Filter and select only “No”. This will ៍�lter out
any other entries we don’t need for the import.

Step 6 – Separating Child and Parent WBS Items

With the column ៍�lter still set to “No” highlight the Parent and Child columns, copy and
paste them to Worksheet 6 as follows:

Copy the Parent column and paste under Parent WBS ID

Copy the Child column and paste under WBS ID CHILD
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The WBS Code column is automatically generated by removing from the WBS ID
CHILD code the equivalent Parent WBS ID.

Now our WBS is ready to be imported to Primavera P6.

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.

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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 ៍�rst level of the WBS is the name of the project.

In this case change the name of the project to SAMPLE, once you ៍�nish importing you
can modify the name.

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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.

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Copy and paste from the Excel ៍�le 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).

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

Step 9 – Enjoy
 

 


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

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:


 

1. It is very easy to import a standard WBS into your schedule (perhaps your
company Cost breakdown Structure).
2. If your schedule is using activities codes, you can easily generate WBS in Excel
and imported back to P6.
3. You can design a ៍�rst 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 WBStool, a mind mapping WBS tool. All WBS or
mind mapping tool can export the WBS path to Excel, which means this ៍�le 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”.
Using CTE recursive query in any Database you can generate the WBS Parent
and WBS child in one operation. But if you are just a planner, SQL might be black
magic for you (as it is for me). The approach discussed in this Tutorial will do the
trick, and will you save a lot of time doing what all planners hate the most –
manual typing.

Filed Under: Excel, Import / Export, Planning, Tutorials Tagged With: SDK, WBS


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

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About Mimoune Djouallah
Mimoune is a Project Controls Engineer with solid Planning and Cost
experience in Oil/Gas EPC projects, Drop him a line at
[email protected]

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Comments

Sergio says:
February 02, 2012 at 5:18 pm
Does SDK comes in P6 professional r8.x stand-alone installation? It seems
that I don’t have it in my installation ៍�les.

Reply

Sergio
 says:

February 02, 2012 at 5:18 pm


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