Importing and Updating Schedules

Learn best practices to update import and update schedules from other software

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedules can be imported from another Fuzor project as well as many different external software as XML or CSV. Fuzor retains Work Breakdown Structure (WBS), predecessor links, calendars and resources when importing with XML.

The XML filetype is used to exchange information between scheduling software. Fuzor can import XML from Asta Powerproject, Primavera P6, and Microsoft Project. Importing an XML is the best way to ensure that the information in your schedule is properly loaded into Fuzor.

Asta Powerproject schedules can be imported as an .xml

Microsoft Project schedules can be imported as an .xml

Primavera P6 schedules can be imported as an .xml or loaded through a Live Link to the P6 API.

Microsoft Excel schedules can be imported as a .csv

The Load button opens the Load Options Menu.

To import an entire schedule select Schedule XML. Otherwise spreadsheet data in XLSX and CSV can be imported using column mapping.

The Load Options Dialog Box appears after selecting a schedule with the file browser if your project is already populated with a schedule. The options in this menu allow you to control how tasks stored in your imported schedule merge with your current schedule.

The schedule will keep object assignments when Merge By ID is selected.

The Append radio button adds the tasks in your schedule to the end of your current schedule.

The Merge By ID radio button updates tasks with a common ID to the tasks you are importing.

The Overwrite radio button replaces the current schedule with the imported schedule

The Keep Tasks with Objects checkbox toggles whether tasks with objects assigned are preserved when making an update with Merge By ID. To ensure that tasks are not kept that may have been deleted in authoring software uncheck this setting.

The Reload button reloads any external changes to your schedule updating it in Fuzor.

The Save button in the 4D Simulation App opens exporting options for your schedule. You can export your file as a Microsoft Project XML, a Primavera P6 XML, or a Fuzor CSV. When the appropriate file type has been selected click the Save button in this window. The Cancel button cancels saving your schedule.

P6 Live Link

Learn how to connect Fuzor to your P6 server to load and sync schedules.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fuzor supports P6 Live Link API. This means that users can connect to their P6 Database and sync schedule data directly to the server.

In order to connect to a database, the user must link Fuzor to a P6 integration API

Opens the File browser for the user to select a P6 Integration Directory

The Databases list displays all available database. Databases can be selected in this list. To connect to a database, populate the Username and Password fields and select Load Project List with the Database selected.

Once connected the Projects list displays all projects associated with the currently opened database. Projects can be selected in the Projects list.

The Get Updates button reads data from the currently selected project populating or updating the schedule loaded into Fuzor.

The Send Updates button takes changes made in Fuzor and updates the P6 Database. Do not Send Updates if you wish to preserve your P6 Schedule. Changes may be made to the schedule even by just importing into Fuzor.

The Delete Tasks in P6 checkbox toggles whether tasks that do not exist in the Fuzor schedule are removed from the P6 Project when using Send Updates

The Sync Added Tasks checkbox toggles whether tasks that exist in Fuzor but not P6 are created in the P6 Project when using Send Updates.

Importing resources

Learn how to import costs from Primavera P6

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Resources are imported from authoring software along with their associated costs and task assignments. Projects in authoring software must be properly setup in order for costs in Fuzor to match.

Primavera P6 resources must be assigned to a task in the schedule to be imported with an xml.

All Microsoft project resources are imported to Fuzor.

Imported Schedule Correlations

This section provides detailed information on what Fuzor specific columns are populated by correlating columns and data in supported software.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

It is important to know how your schedule is imported from your authoring software. Some Fuzor Columns have no counterparts in authoring software and are for internal use. If a particular column does not have a counterpart in a particular authoring software it is possible that it may still be populated on import. When Using Asta Powerproject is it recommended that the user export to an XML in either Primavera P6 or Microsoft Project Format. Unless importing costs. Costs from Microsoft project are better imported through column mapping.

 

Identifiers

Fuzor

Primavera P6

Asta Powerproject

Microsoft Project

ID

Activity ID or WBS Code

No Counterpart

No Counterpart

Name

Activity Name or WBS Name

Name

Task Name

Durations

Fuzor

Primavera P6

Asta Powerproject

Microsoft Project

Duration

At Complete Duration

Duration

Duration

Planned Duration

Original Duration

Original Duration

No Counterpart

Actual Duration

Actual Duration

Actual Duration

Actual Duration

Remaining Duration

Remaining Duration

Duration Remaining

Remaining Duration

Date Sets

Fuzor

Primavera P6

Asta Powerproject

Microsoft Project

Start / End

Start and Finish

Start and Finish

Start and Finish

Planned

Planned

Original

No Counterpart

Remaining

Remaining Early

No Counterpart

No Counterpart

Actual

Actual

Actual

Actual

 

Cost Types

Fuzor

Primavera P6

Asta Powerproject

Microsoft Project

Labor

Labor or Role

Not supported

Work

Equipment

Non-Labor

Not supported

No Counterpart

Expenses

Expenses

Not supported

No Counterpart

Material

Material

Not supported

Material

Resources

Fuzor

Primavera P6

Asta Powerproject

Microsoft Project

Per Use Price

No Counterpart

Not supported

Per Use Cost

Overtime Price

Overtime Factor

Not supported

Overtime Cost

Unit Price

Price / Unit

Not supported

Std. Rate

Budgeted Units

Planned or Budgeted Units

Not supported

No Counterpart

Actual Units

Actual Units

Not supported

No Counterpart

Remaining Units

Remaining Units

Not supported

No Counterpart

At Completion Units

At Completion Units

Not supported

Units

Logic and Special Columns

Fuzor

Primavera P6

Asta Powerproject

Microsoft Project

% Complete

Duration % Complete

Percent Complete

% Complete

Constraint Type

Primary Constraint Type

Constraint

Constraint Type

Constraint Date

Primary Constraint Date

Start Constraint Date or Finish Constraint Date

Constraint Date

Task Calendar

Activity Calendar

Calendar

Task Calendar

Total Float/Slack

Total Float

Total Float

Total Slack

Column Mapping

Learn how to map columns from a spreadsheet to your construction schedule.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Alternative to importing an .xml data can also be loaded from XLSX and CSV spreadsheets. When using a spreadsheet to import data the user must specify how that data is imported into Fuzor. While this may take more time on initial setup, this allows the user more control over how the data is imported. settings are preserved and can be exported and reused so that future updates are easier. For more information about which columns can be mapped see Task Table Columns.

Notably both WBS and Task Type cannot be populated with column mapping.

The column mapping menu can be opened from the 4D Load Options menu or by right clicking a mappable column header and selecting the button that appears.

The Load Spreadsheet button opens the file browser for the user to select a spreadsheet to load data from.

The Current Column Map list denotes which columns from the spreadsheet should be used to populate specified columns in Fuzor. When a spreadsheet is first loaded the list is empty.

When a spreadsheet is loaded the file name is displayed above the settings to add new mappings to the schedule. There are four drop down menus that control how a new mapping is added.

The Source Column denotes the column in the spreadsheet where the data is loaded from.

Other columns allow the user to select from available Fuzor columns.

Column Type specifies a particular column within a set of dates. Possible values are Duration, Start Date, End Date and all supported Cost Types. A Custom Column is also an option from this drop down menu

Task or Baseline specifies a particular schedule to populate.

Date Type specifies a particular set of durations and dates to populate. Options are Planned, Actual, Start and End, and Remaining.

The Add Column Mapping button adds the mapping specified by the drop down menus to the Current Column Map List

When all desired columns are mapped use the Apply button to load the data from the spreadsheet

Updating with Spreadsheets

Learn best practices for making updates and managing mappings.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When a spreadsheet is loaded in for the first time a task will be created for each row of the spreadsheet that is populated with data. Only the columns that are specified in the Current Column Map list are populated with data. By default data is loaded sequentially. That means that the data in the first row in the spreadsheet is used to populate the first task in the Gantt Chart.

Identifiers can be set to ensure that even if the data in the spreadsheet is sorted differently than the Gantt Chart chart that the association between tasks in Fuzor and rows in the spreadsheet are preserved when making updates.

If planning on making an update to the schedule with column mapping, setting an Identifier is essential.

Use the checkbox next to a Mapping to use that relationship as a Identifier. For example ID is the Identifier for the mapping shown to the right. As a result when updated, tasks are repopulated if the ID column in Fuzor matches the ID column in a row of the spreadsheet.

A column must be unique to be a reliable Identifier. Recommended options are ID and Name. Fuzor ensures that both of these are unique even for newly created tasks.

Custom Columns can also be used as Identifiers yet Fuzor does not have any internal systems ensuring that these would have duplicate values.

Other settings help the user manage the current Column Map or Save and Load other maps to manage different spreadsheets.

The Reset Button Clears the Current Column Map.

Removes the associated mapping

Denotes that the associated column mapping is clear of issues

Denotes that there are potential problems with an associated column mapping. This is likely a result of a Column Mapping that references a column which does not exist in the speadsheet.

If another schedule needs to be loaded a column map can be stored in the Saved Column Maps list. These maps are saved to the cache file but they can also be used to export and Load in another project

The Save button stores the Current Column Map in Saved Column Maps.

The Load button overwrites the Current Column Map with the currently selected mapping in the Saved Column Maps.

The Export button saves the mapping selected in the Saved Column Maps as XLSX or an XML.

The Import button opens the file browser for the user to select a previously saved mapping.

Parse Settings

Learn how to control parse settings when importing spreadsheets

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Different spreadsheet editors store data on export differently. The parse settings control how Fuzor reads column data and dates.

By default, Fuzor only reads three different Date and Time Formats. These are displayed at the top of the parse settings. If the spreadsheet that you are using has a different Date and time format check the Custom Input Checkbox.

Use the Sample textbox to specify a custom Date and Time format. The sample legend is displayed when custom input is checked.

For CSV it is important to specify the proper cell separator. Usually this is a comma. If Fuzor seems to be reading the available columns improperly it is likely that the spreadsheet is using a different separator.

XLSX files store date values an integer above zero. Where zero is in reference to a particular date and each subsequent day is represented by an increment of 1. This date is usually the 31st of December in 1899. However, it is not uncommon for a spreadsheet to be off by a few days. Microsoft Excel uses the following day: January 1st as a reference date.

The Microsoft Excel radio button can be used to automatically change the reference date appropriately

The Other radio button will work for most spreadsheets

The Custom input radio button is used to edit the Reference Date.