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Import your resource assignments securely without overwriting your master data

A company usually has a lot of projects. This is often accompanied by many resources. For your project's success, it is essential to use the right resources in the right place. In order to be able to take this into account in cross-project planning, different master data are necessary. This includes working hours, hourly rates, roles, affiliations to departments, locations or departments, or similar. All this information is stored in the resource tree.

Therefore, the resource tree in Oracle® Primavera P6 EPPM is the central component in your project planning. For the planning, tracking, and reporting of capacities and workload it is very important that resources represent the master data and the availability information of the resources is not corrupted. This cannot be guaranteed if the data is imported manually. An error can quickly occur and the master data is overwritten with project-specific characteristics.

With the proimporter you can import resource assignments without importing the resources.

The ingenious mapping of the proimporter transfers assignments to existing resources in the database by default, so that the resource properties in the database are not corrupted. Partner resources can be mapped through generic collection resources so that a partner's work can be mapped in the consolidated project plan without having to import the partner's entire resource tree.

This allows you to import resource assignments without the risk of master data being corrupted by a manual import and keeps your project plan clean.

Do you have any suggestions?

You are welcome to send us your suggestions via our contact form. You can also use the chat function on the proimporter website. At regular periods we also offer webcasts for our proimporter. The dates for this can be found on our website or you can follow us on our social media channels.