Documente Academic
Documente Profesional
Documente Cultură
Program: Primavera P6 Project Management Version: All Versions Difficulty: Intermediate Time to Complete: 0-15 minutes
Tutorial Files
Excel Spreadsheet (Excel 2007+): PlannerTuts_BOQ_Pay_Item.xlsx
There are three types of relations. 1. One to One: one activity represents one pay item on the BOQ. 2. One to Multiple: one activity is the summary of many pay items. For example, all culverts of different sizes are grouped under one activity Culverts Construction. 3. Multiple to One: in many cases the BOQ has the total quantities but in the schedule you need to split the work into more detailed sections.
Paste them into columns A and B on Sheet 1 in the Excel spreadsheet. The formulas on Sheet 1 will do some calculations on the new data.
Any Bill Item No cells with multiple items (like Activity A2650 above with values 31,32,33,34,35) cannot be used in Excel as such. So we need to split these Bill Item No out to multiple rows. Notice the delimiter used here is a comma. We used Excel formulas found here. In column C we find the position of the comma in the cell, then we use mid() to extract the value of the Bill Item. As an alternative, you can always use the excel option Text to Columns to have the same result. On Sheet 2, we use a formula to UNPIVOT the data from Sheet 1. The formulas do all of the work automatically. It means we transpose the pay item from row to column, the formula is courtesy of Dick Kusleika,
Moving on to Sheet 3
Copy the two columns Activity ID and bill Item No from Sheet 2 and paste them on Sheet 3 as values, filter the blank values from bill item No and delete those row that have blank values for Bill Item No. The column repeated will show how many times the pay item was repeated, the value of budget hours is taken from the tab BOQ divided by the number of times the item was repeated.
Notice now, that we have created a proper data mode between Activity ID and Bill Item No.
Moving on to Sheet 4
A pivot table will summarize the data from sheet 3 by activity_ID.
Voila, you now have the budget hours per activity ID and you can now import back your Budget into P6.
You can do get the data back into Primavera P6 by exporting your resource assignments from P6, then perform a look up to bring in the values from sheet 4. If you need help on using lookups, you can always read this post for help on using vlookup in excel.
Wrap Up
It is very important to document the links between the schedule and external data, as it will be much easier later when the quantities change and you need to sync your schedule.