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Select the desired version of the Primavera P6 schedule for the XER file to export and select “Next”: Open the copied project by selecting the File tab and then select “Export”: The next step is to export an XER of this copied project to provide to the customer or client. This will include all expenses and resources. When you open the copy of the project, you can also see and validate that all of the cost data is now missing from the schedule. You can view the main projects menu and you can see that all cost data has been removed: This step is a key command to successfully remove all cost data from your copy of the Primavera P6 schedule. Go to the Calculations tab at the bottom of the main project screen and modify the numerical value in “Default Price/Unit for activities without resource or role Price/Units” to zero. In the next options box, uncheck the following three options: Resource & Role Assignments, Expenses, and Financial Period Data. Remove “Funding Sources” and click “OK” in the options box that appears: Next, right-click in the main project menu and select “Paste”, or use the shortcut keys, Ctrl-V to paste the new copy of the schedule into the project menu:
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Highlight the schedule name in the main project menu and right-click and select “Copy”, or highlight the project name and use the Ctrl-C shortcut keys:
PRIMAVERA P6 PRICE HOW TO
How to Provide the XER File Without the Proprietary Cost Dataįirst, you want to make a copy of the Primavera P6 project schedule. The process to export a Primavera P6 schedule without the cost data is relatively simple and straightforward, although it is imperative to take note that all steps must be followed for the process to be successful. Often stakeholders will need to review the schedule however, they do not need to see the cost data, including the pay rates and other cost expenditures within the project schedule. In so many situations, this action requires the removal of the proprietary cost data. Primavera P6 users often run into situations where a customer or a third-party subcontractor requests a copy of the Primavera P6 schedule in the usable format of an XER file.