NetPoint will import and export to Primavera P6 versions 6.0, 6.1, 6.2, and 7.0. The user must have administrative privileges, and the Primavera Integration API must be installed in the correct directory; otherwise, the menu options will be disabled. If you’re unsure whether or not these criteria have been met, please contact your IT department.
Importing
Before importing a schedule from P6 to NetPoint, the project must be scheduled in P6 (by pressing the F9 key or selecting from the menu bar). Otherwise, the import process may terminate abnormally or imported dates may become corrupted.
To import from Primavera, click from the menu bar.
The P6 Import Authorization window will open.
Enter a username and password with administrative privileges and click OK.
The P6 Import Selection window will open displaying a list of projects to choose from.
Select a file and click Import.
Once a schedule has been selected, a pre-import report is generated in Excel and a confirmation window opens. This report identifies any items unsupported by NetPoint and explains how they will be handled. The user should review and understand the report. To finalize the import process, click OK.
After importing, NetPoint will place multiple activities per row, but will attempt to minimize clashing and conflicts. As a result, some manual repositioning may be required.
Exporting
To export to Primavera, click from the menu bar. The P6 Export Options window will open.
P6 Details
Enter a Username, Password, and Project Name.
Project Codes
Choose whether or not to export Project Codes as Primavera’s activity codes.
In NetPoint, multiple values per code may be assigned to the same activity. In P6, however, only one value per code may be assigned to the same activity. Project codes are not exported if they are allowed to have multiple values in NetPoint (even if only one value is actually defined for the code or assigned to an activity).
Project Resources
Choose whether or not to export resources.
In NetPoint, an activity may have some resources assigned to it “per day” and other resources assigned to it “per duration”. This is called a mixed assignment. In P6, all resource assignments for a given activity must be of the same type. For more on distribution types, see Assignment Options.
Convert Mixed Assignment to will convert ONLY those activities with mixed assignments while leaving activities with uniform assignments as is.
Convert All Assignments to will convert ALL activities, whether their assignments are mixed or uniform, to the selected distribution.
Info Objects
Info objects that have been attached to activities, milestones or benchmarks will export as P6 documents and be assigned to the appropriate object. Info objects drawn on the canvas will also be exported and associated with the exported project.
When finished, click Export. A new EPS node called NPXfer will be created within P6 and the schedule is exported to that node. P6 can be opened or closed during the export process; however, the user may have to refresh the data to see the changes.