If you export / import Activities data from Excel regularly, set up an Activities Layout specifically for that purpose.so you’ll have to practice it a few times until it becomes habit.

However, if you need to export other Primavera data, like Relationships, Expenses, Resource Assignments, etc., then you’ll have to use the File -> Export command as the right-click command only exports the Activities list.įor some reason, the right-click “Export to Excel” shortcut is only available from the Activities screen.ĪND it’s only available on the right-click menu, not the Edit menu…. The right-click option is definitely faster. Using the File -> Export avenue to export data to Excel can take a some time and a lot of clicking to choose columns, filters and basically setup an reusable Excel export template. This is one of those times where a shortcut can save you a significant amount of time.

I’ve already told you how some filters are ignored when you export P6 data to Excel the using the File->Export method.īut when you use this right-click export to Excel tip, if you have a P6 filter on, then only those filtered Activities will be exported to Excel. Voila! Primavera P6 data exported to Excel with just few clicks! Choose “Export to Excel” from the right-click menu.Ĭhoose the appropriate folder and save the Excel file with your P6 data in it.įind and open the. Right-click on any Activity on-screen in P6. Here’s the magic! Not many people know this trick. Step 2 – Use the “Export to Excel” right-click shortcut Here we’re going to use our favourite layout – Classic WBS layout. Go ahead and open your favourite Primavera P6 layout that has the appropriate columns and filters set already for your export. Here are the steps for a super-fast export from P6 to XLS. How To Quickly Export from Primavera P6 to Excel Here’s how to export your Primavera P6 Activities list in less in just a few clicks. When exporting data to Excel from P6, it can take a while to choose which columns to export and what filters to use. So that’s why you need to know this quick tip for exporting from Primavera P6 to Excel. Even generating S-curves and graphs is better in Excel than in Primavera P6. Excel’s data crunching, grouping, pivoting and filtering is just so much easier to use than Primavera P6’s. Getting Primavera P6 Activity data into Excel is essential.

Well, in this case it is! Exporting Primavera P6 data to Excel could not be faster & easier with this quick tip. That should be Oracle Primavera’s mantra.

Convert a p6 file to ms project