• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Site-Logo
Phone 703-910-2600

Ten Six Consulting

Project and Earned Value Management, Primavera P6 & Deltek Cobra & Acumen Services

703-910-2600
  • Training Classes
    • Primavera P6 Training
    • Deltek Training
    • Earned Value Management Training
    • Project Management Training
    • Open Training Class Dates
  • Scheduling Services
  • Earned Value Mgmt. Services
    • RFP Support
    • Your EVM System
    • Certification
    • Data Analysis and Reporting
    • Post Contract Support
    • Staff Augmentation
    • WBS Guidelines for Government Acquisition Programs (MIL-STD 881D)
  • Tools
    • Primavera P6
      • Knowledge Transfer, Mentoring and Coaching
      • BI Publisher Services
    • Primavera Unifier
    • Deltek Cobra
      • Knowledge Transfer, Coaching and Mentoring
      • Staff Augmentation
    • Microsoft Project to Primavera P6 Conversion Services
    • Microsoft Project
      • Building an Integrated Master Schedule (IMS)
      • Integrating Microsoft Project with Deltek Cobra
      • Migrating From Microsoft Project To Oracle Primavera P6
  • Blog
    • Deltek Acumen
    • Deltek Cobra
    • Earned Value Mgmt
    • Microsoft Project
    • PMO
    • Primavera P6
    • Project Management
    • Risk Management
  • Clients
  • Contact Us
  • Training Classes
    • Primavera P6 Training
    • Deltek Training
    • Earned Value Management Training
    • Project Management Training
    • Open Training Class Dates
  • Scheduling Services
  • Earned Value Mgmt. Services
    • RFP Support
    • Your EVM System
    • Certification
    • Data Analysis and Reporting
    • Post Contract Support
    • Staff Augmentation
    • WBS Guidelines for Government Acquisition Programs (MIL-STD 881D)
  • Tools
    • Primavera P6
      • Knowledge Transfer, Mentoring and Coaching
      • BI Publisher Services
    • Primavera Unifier
    • Deltek Cobra
      • Knowledge Transfer, Coaching and Mentoring
      • Staff Augmentation
    • Microsoft Project to Primavera P6 Conversion Services
    • Microsoft Project
      • Building an Integrated Master Schedule (IMS)
      • Integrating Microsoft Project with Deltek Cobra
      • Migrating From Microsoft Project To Oracle Primavera P6
  • Blog
    • Deltek Acumen
    • Deltek Cobra
    • Earned Value Mgmt
    • Microsoft Project
    • PMO
    • Primavera P6
    • Project Management
    • Risk Management
  • Clients
  • Contact Us

Transferring Weekly and Cumulative P6 Budget Data to Excel

You are here: Home / Primavera P6 / Transferring Weekly and Cumulative P6 Budget Data to Excel

December 5, 2022 By TheP6Pro

Transferring Weekly and Cumulative P6 Budget Data to Excel Need to know how to transfer the P6 Professional Activity Usage Spreadsheet, which can include the project weekly and cumulative P6 budget data to Excel. Let’s take a look. Knowing the weekly and cumulative budget helps project managers plan for the ongoing costs of the project and confirm the total budget. In the following blog, we described how to tabulate the weekly and cumulative budget for a project in P6: https://tensix.com/how-to-use-monthly-budgeted-project-costs-in-primavera-p6/ Now we want to explain how to efficiently transfer this P6 budget data to Excel in support of budget reporting. There is an efficient way to do this, but it requires following a few sequenced steps. This article presents a quick tip to transfer a P6 Professional Activity Usage Spreadsheet to Excel. In Figure 1 we have our demonstration project. Figure 1 We want to display the Activity Usage Spreadsheet. Proceeding we click the Activity Usage Spreadsheet button, Figure 2. Figure 2 The Activity Usage Spreadsheet highlighting the weekly and cumulative budget is displayed in the lower right-hand frame, Figure 3. Figure 3 Again, refer to the noted blog to learn how to capture the weekly and cumulative budget data. (Note that the Budgeted Total Cost in the Activity Table matches the concluding Cumulative Budgeted cost in the Activity Usage Spreadsheet, Figure 3.) We want to transfer the Activity Usage Spreadsheet with the budget data to Excel. To properly transfer the budget data of interest we must traverse the following sequenced steps: 1. Click with the mouse pointer on the lower right-hand frame which contains the budget data, Figure 4. Figure 4 Note: it is imperative that you click with the mouse on the tabulated budget data you want to transfer. 2. Choose Edit | Select All. Figure 5 Observe that the P6 ‘Select All’ tool highlighted three frames, Figure 6, but in this instance the ‘Select All’ feature will only copy data from the two bottom frames. Figure 6 If we had selected, i.e., clicked, the upper frame with our mouse, then the same three frames would be highlighted but only the upper frame would copy into Excel. So, where you click with the mouse prior to choosing ‘Select All’ determines what data transfers to Excel. Therefore, ‘Select All’ feature highlights all frames with tabulated data, but only copies data you determined with the prior click of your mouse. 3. Choose Edit | Copy. 4. Open Excel spreadsheet. 5. Right click on Cell A1 and choose Paste from the popup menu, Figure 6. Figure 7 The data transferred to Excel displays as follows. Figure 8 Note the Cumulative Budgeted Total Cost and the Budgeted Total Cost fields. Now that the budget data is in Excel you can leverage your Excel skills to exercise and present the weekly and cumulative budgeted data to stakeholders. Summary The answer is yes, there is a quick way to transfer weekly and cumulative P6 budget data to Excel. The trick is clicking in the frame you want to copy prior to choosing ‘Select All’. Also ignore the highlighting of tabulated data. It is a misnomer. Though ‘All’ may be highlighted not all is selected. The data transferred is determined by your prior mouse click and not the highlighting of tabulated data. The transfer of your budget data comes down to the location of the click with your mouse pointer. And once in Excel, you have access to the many well-known Excel utilities to mold the tabulated data, as appropriate, and make suitable for presentation.Need to know how to transfer the P6 Professional Activity Usage Spreadsheet, which can include the project weekly and cumulative P6 budget data to Excel? Let’s take a look.

Knowing the weekly and cumulative budget helps project managers plan for the ongoing costs of the project and confirm the total budget. In the following blog, How To Use Monthly Budgeted Project Costs In Primavera P6, we described how to tabulate the weekly and cumulative budget for a project in P6.

Now we want to explain how to efficiently transfer this P6 budget data to Excel in support of budget reporting. There is an efficient way to do this, but it requires following a few sequenced steps.

This article presents a quick tip to transfer a P6 Professional Activity Usage Spreadsheet to Excel.

In Figure 1 we have our demonstration project.

Example Primavera P6 ProjectFigure 1

We want to display the Activity Usage Spreadsheet. Proceeding we click the Activity Usage Spreadsheet button, Figure 2.

Activity Usage Spreadsheet buttonFigure 2

The Activity Usage Spreadsheet highlighting the weekly and cumulative budget is displayed in the lower right-hand frame, Figure 3.

Activity Usage SpreadsheetFigure 3

Again, refer to the noted blog to learn how to capture the weekly and cumulative budget data. (Note that the Budgeted Total Cost in the Activity Table matches the concluding Cumulative Budgeted cost in the Activity Usage Spreadsheet, Figure 3.)

We want to transfer the Activity Usage Spreadsheet with the budget data to Excel. To properly transfer the budget data of interest we must traverse the following sequenced steps:

  1. Click with the mouse pointer on the lower right-hand frame which contains the budget data, Figure 4.

P6 DataFigure 4

Note: it is imperative that you click with the mouse on the tabulated budget data you want to transfer.

  1. Choose Edit | Select All.

Select Tabulated Data in P6Figure 5

Observe that the P6 ‘Select All’ tool highlighted three frames, Figure 6, but in this instance the ‘Select All’ feature will only copy data from the two bottom frames.

P6 Select AllFigure 6

If we had selected, i.e., clicked, the upper frame with our mouse, then the same three frames would be highlighted but only the upper frame would copy into Excel. So, where you click with the mouse prior to choosing ‘Select All’ determines what data transfers to Excel. Therefore, ‘Select All’ feature highlights all frames with tabulated data, but only copies data you determined with the prior click of your mouse.

  1. Choose Edit | Copy.
  2. Open Excel spreadsheet.
  3. Right click on Cell A1 and choose Paste from the popup menu, Figure 6.

P6 Budget Data to ExcelFigure 7

The data transferred to Excel displays as follows.

P6 Budget Data to ExcelFigure 8

Note the Cumulative Budgeted Total Cost and the Budgeted Total Cost fields. Now that the budget data is in Excel you can leverage your Excel skills to exercise and present the weekly and cumulative budgeted data to stakeholders.

Summary

The answer is yes, there is a quick way to transfer weekly and cumulative P6 budget data to Excel. The trick is clicking in the frame you want to copy prior to choosing ‘Select All’. Also ignore the highlighting of tabulated data. It is a misnomer. Though ‘All’ may be highlighted not all is selected.

The data transferred is determined by your prior mouse click and not the highlighting of tabulated data. The transfer of your budget data comes down to the location of the click with your mouse pointer. And once in Excel, you have access to the many well-known Excel utilities to mold the tabulated data, as appropriate, and make suitable for presentation.

Primary Sidebar

  • This field is for validation purposes and should be left unchanged.
  • Facebook
  • LinkedIn
  • Twitter

Categories

  • Deltek Acumen
  • Deltek Cobra
  • Earned Value Mgmt
  • Microsoft Project
  • PMO
  • Primavera P6
  • Project Management
  • Risk Management
CONTACT US

Footer

Upcoming Classes

Primavera P6 Professional Fundamentals
Primavera P6 EPPM Fundamentals
Primavera P6 EPPM Administrator
Primavera P6 BI Publisher Fundamentals
Deltek Cobra Fundamentals
Deltek Cobra Advanced
Deltek Acumen Fuse
Deltek Acumen Risk

  • This field is for validation purposes and should be left unchanged.
  • Facebook
  • LinkedIn
  • Twitter
  • Consulting Services
  • About Ten Six
  • Contact Us
  • Blog

Copyright © 2023 Ten Six Consulting, LLC · 703.910.2600

  • Training Classes
    ▼
    • Primavera P6 Training
    • Deltek Training
    • Earned Value Management Training
    • Project Management Training
    • Open Training Class Dates
  • Scheduling Services
  • Earned Value Mgmt. Services
    ▼
    • RFP Support
    • Your EVM System
    • Certification
    • Data Analysis and Reporting
    • Post Contract Support
    • Staff Augmentation
    • WBS Guidelines for Government Acquisition Programs (MIL-STD 881D)
  • Tools
    ▼
    • Primavera P6
      ▼
      • Knowledge Transfer, Mentoring and Coaching
      • BI Publisher Services
    • Primavera Unifier
    • Deltek Cobra
      ▼
      • Knowledge Transfer, Coaching and Mentoring
      • Staff Augmentation
    • Microsoft Project to Primavera P6 Conversion Services
    • Microsoft Project
      ▼
      • Building an Integrated Master Schedule (IMS)
      • Integrating Microsoft Project with Deltek Cobra
      • Migrating From Microsoft Project To Oracle Primavera P6
  • Blog
    ▼
    • Deltek Acumen
    • Deltek Cobra
    • Earned Value Mgmt
    • Microsoft Project
    • PMO
    • Primavera P6
    • Project Management
    • Risk Management
  • Clients
  • Contact Us