Important Points to Note Before Importing a P6 project into Planera
What's Imported: All logic, durations, start/finish milestones (with supported constraints), progress updates, activity codes, UDFs, labor, equipment resources and WBS order.
Conversion: LOE activities convert to Timespan resources and hourly durations convert to days.
For a smooth importing experience make sure:
All durations are whole and not fractional
Calendars are setup with consistent work hours for any exceptions.
If Import Fails: A log file will be generated, and Planera Customer Success will assist with the issue.
How to Import P6 project into Planera
From within P6 go to ‘File’ and click ‘Export’
Choose ‘Primavera P6 - (XML)’ and complete the export
Important Points to Note:
All logic, durations, progress updates, activity codes, UDF’s and WBS order will be exported exactly like an XER file.
XML file is version-independent, so no modifications are needed for importing.
Open Planera, click the upload icon on the homepage and upload your P6 XML file
Note: All logic, durations, start/finish milestones (with supported constraints), activity codes, UDF’s, WBS order and progress updates will be imported
If issues are found, resolve them. Learn more
The uploaded file will appear at the top of the workspace. Once opened, a visual AI will be applied to generate the visual layout of the project. Select your preferred layout, and click ‘Apply’
Note: Learn how to export a Planera project into P6 (XML) here