In addition to bringing in your CPM Schedule into PLANNER™, our New & Improved P6 File Importer also supports automatically creating your PLANNER™ High Level Plan & Work Dispatch LPS Boards from your P6 file. The new importer also allows you to auto-map the resources from your P6 file to your PLANNER™ tag; and even lets you merge Oracle P6 file updates into your active PLANNER™ boards and schedules with no loss of data!

You can now seamlessly bridge and sync your P6 CPM Schedule and our powerful Last Planner System [PLANNER], connecting the jobsite 2-week and 6-week Last Planner work assignments directly to your high level P6 CPM Schedule.  

In fact, with our new importer, you will be able to not only import the CPM schedule but also automatically build both high-level and work assignment plan boards that are instantly ready to be used at the jobsite by your superintendent, project team and trades.

Let's walk you through how to get started!

  1. Select PLANNER mode at the top left of the Mode bar
  2. Select either the CPM or the Boards options from the PLANNER landing console
    Once PLANNER is loaded you will see both the CPM Schedule and your Last Planner System High level and Work Assignment Boards.


  1. Click on the "File" menu at the top
  2. Choose the "Import P6" option
    You will see the P6 Importer where you can easily control all the preferences of how PLANNER will process and connect your P6 file.
  3. Now you need to decide is this import is to do one of the following:
    1. Replace (create)
    2. Append to the current CPM
    3. Merge (update)
      [Note: Merge is a really powerful way to get future updates from the same P6 and sync those updates to your PLANNER file. Of course, our export option sends updates to your P6 file allowing you to get the best of both worlds.]
      Here's an example of what it looks like if you select the "Merge" option:

  4. Then select your .xer file
    Once selected, if your .xer has more than one schedule - you can choose which one you would like to import.
  5. Now you need to decide how you want to set the start date.
    You can either use the file’s start date or you can adjust to any start date you prefer, turning your .xer file as a starting template for your project’s schedule.
  6. Now set what field in your P6 file you want to use to auto-match and populate your resource assigned in PLANNER, both in the CPM Schedule and PLANNER Boards. 
    [Note: This will work best if you’ve already created all the Companies, Work teams or users that you expect to assign work to. This means, with no changes or updates, you can instantly start using the boards to do both your high-level planning and your daily and 2-week look-ahead trade work assignments.]

    Once you set the date and resource preference you will answer a series of questions to finalize what you would like to do:
    • You can choose to Import just the P6 WBS items or also your Detail Activities, which will result in the whole P6 file going into PLANNER CPM

    • Next, decide if you want the importer to make a high-level PLANNER Board with your P6 WBS items

    • Note that with your P6 detailed activities you can either choose to add them to either a High-level Plan Board, or a separate Work Assignment Board. In this case I am going to choose a separate Work Dispatch Board.

  7. Now give your new High Level Plan Board and Dispatch Board names.

    [Note: If you are doing a MERGE import you might prefer to NOT create new boards, but instead, sync updates to both the existing project’s PLANNER CPM Schedule and existing boards.]

  8. Next, map the P6 resources to the correct level to best match up your P6 file resources and your PLANNER resources.
    [Bonus: We even give you a Preview button to see how your resources are going to map!]

  9. Now just tell the importer if you want a Smartapp to control processing your high-level commit tags and/or your dispatched work tags.
    Or, select the work assignment app for our dispatch board to control and define the Workflow and data collection for the trade to complete when they are assigned that work tag.

  10. Finally, set whether you want to auto setup your High-level Plan Board to Rollup Tags to be dynamic milestones. We usually recommend doing this!

  11. The last step is to decide whether you want the importer to use the calendar and date durations from your P6 file (which is manual) or have it automatically adjust all the dates to the PLANNER calendar.
    [Pro tip: For perfect fidelity with P6, we recommend the manual option]


You should have a full CPM file of WBS and detailed activities that match the P6 file exactly.

Planner Overview

Planner Overview

Boards & Schedules Overview

Boards Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet

Board How To?

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is Plan View

What are Different Boards Types

Board Tags How To?

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

How to Auto Dispatch Tags

How to Group Tags

How to Filter Tags

How to Filter Tags by Date

How to Add a Comment to a Tag

How to Add Constraint/Issue to a Tag

How to Link Tags

How to Set a Tag as Complete

How to set a Tag as Verified

How to Copy a Tag

How to Delete a Tag

How to create Rollup Tags

How to assign Rollups to a tag

How to Set a Default GPS Location on Tag

How to Add a New Location to Sub Levels in Location Manager

How to Add/Modify Custom Location on Tag

What is the Tag Shelf

Last Updated: Feb-19-23