This article pertains to OnePager Express 7.0 and earlier, which can import data from Primavera P6 through Excel. If you are using OnePager Bundle 7.1 or later, you will want to use our direct import of Primavera P6 XML and XER files instead.
Importing data from Primavera P6 into OnePager Express through Excel is a two-step process:
Exporting from Primavera P6 to Excel
To export your Primavera P6 schedule to Excel, go to File > Export and choose Spreadsheet - (XLSX) as your export format and click Next:
Check the Activities box and click Next again:
Choose the project(s) that you want to export and click Next again:
Choose an Excel export template. Here, we have one called "OnePager", but you can create your own. This template will (1) define which fields from P6 will be exported to Excel and (2) will apply a filter to your P6 data before exporting, if desired.
On the Columns tab of the selected filter, you can see which fields will be exported from P6 to Excel:
IMPORTANT: If you would like to filter your P6 schedule so that only certain activities are brought into OnePager, consider adding a OnePager user-defined field to select a subset of key activities.
On the Filter tab of the selected filter, you can see whether P6 will be exporting all activities, or just the ones that meet your filter conditions. Here, we've checked the box for the "OnePager Filter" which will ensure that only tasks with a "Yes" in the "OnePager" field will be exported to Excel:
Click Next two final times and then Finish to complete your filtered export to Excel:
Importing from Excel into OnePager
Ensure that the "OnePager" field is included in your Excel export. You may need to delete the first row of duplicate field names, as the second row of field names is usually more user-friendly:
If you pre-filtered your P6 schedule before exporting, you should only see selected activities in Excel. If not, you will see a larger task list with a "Yes" next to selected tasks, and blanks next to unselected tasks, as shown above.
Now, launch OnePager Express. If you pre-filtered your schedule back in Primavera P6, you can select all tasks from Excel, since the only tasks in Excel are the ones you've selected. If you did a full export from Primavera, then you will want to tell OnePager to filter based on the "OnePager" field from P6, which will ensure that only "Yes" activities will be included:
Last Updated: March 18, 2022