SYNCHRO Forum - Resource Status from excel
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Question

Resource Status from excel

DJ
by
Dayesh Jaiswal
Rising Star
Created in SYNCHRO Forum

Hi Team,
I am trying to update resources status by importing excel in synchro, but its not working.
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BCL

Hi Dayesh,

Please follow the following steps:

Exporting from SYNCHRO 4D Pro

  1. Use Customise Columns to choose which columns should be included in the export. Customized Columns will affect the Links tab of the exported XLS file. 
    • NOTE: If you wish to import or synchronise from the Excel file at a later point, include all columns you may need, as they cannot be manually added to the XLS.
  2. In the External Data list panel, right-click and select Export > Microsoft Excel from the context menu. Alternatively, select File > Export > Microsoft Excel
  3. Browse to the desired folder and Save the file name for a new Microsoft Project XLS file
  4. Press Next > Set the desired options
  5. Choose table layout Custom > Use Default settings to export > Press Export
  6. Select Finish

Note: If you cannot export to Excel, please go to Help > search ODBC > refer to the document in HELP Cannot Export to Microsoft Excel on Windows x64-bit Platform.

Editing Excel Sheet

  1. Open the XSL file you exported in the previous section.
  2. Go to the Resource Statuses sheet at the bottom > you can either add new Resource Status Assignment or edit existing Resource Statuses Assignment
    • Note: When you update existing resource atatus assignment you need to update Resource Status, Status Date and Record Date.
    • Note: The Resoruce Status Category, Set and Status must have been created in SYNCHRO project before you export to Excel sheet. You can check existing resource status by going to SYNCHRO 4D Pro program > Navigator > Resource Statuses.
  3. Save the XSL file.
  4. Close the XSL file.

Import to SYNCHRO 4D Pro

To import or synchronize from Excel:

  1. Go to File > Import > Microsoft Excel
  2. Browse the file location and select Open
  3. Click Next
  4. Use the Default settings of Command for each Object.
    • Note: If you are importing from a now-populated template, rather than an edited spreadsheet containing data already existing in the current SYNCHRO Project: there is no difference between Integrate and Consolidate - both will import the new data.

Thanks!

Siqi
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