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Store Period Performance in P6

When finalizing a billing period, the amounts billed (This Period amounts) must be "rolled" or moved to the Previously Billed categories to clear them for the new billing period. In Excel, this involves adding the This Period amounts to the Previous Application column. In P6, it involves copying the project file, renaming it, and using the Store Period Performance tool to move the This Period actual costs and units to the stored performance categories before inputting new This Period amounts.

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Paula Franz Evangelista
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202 views7 pages

Store Period Performance in P6

When finalizing a billing period, the amounts billed (This Period amounts) must be "rolled" or moved to the Previously Billed categories to clear them for the new billing period. In Excel, this involves adding the This Period amounts to the Previous Application column. In P6, it involves copying the project file, renaming it, and using the Store Period Performance tool to move the This Period actual costs and units to the stored performance categories before inputting new This Period amounts.

Uploaded by

Paula Franz Evangelista
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

StoringofPeriodPerformance

WhenbillinginExcel(AIAform)orintheP6schedulethecurrentbillingperiodamountsmustberolledor movedtothePreviouslyBilledorActualCostcategoriesbeforestartinganewbillingperiod. WhenthebillinghasbeenapprovedandfinalizedintheAIAformitcanbecopiedtoanewfileforuseinthe [Link],thecurrentperiodamountswill [Link] [Link]. Copiedfilereadytoberolled


Rolledfilereadyforcurrentperiodbilling

ProjectCPMScheduling |1

StoringofPeriodPerformance(continued)
CostloadedschedulesinP6reflectbillingproceduresverysimilartoExcel,butrollorstoredata [Link],makingacopyofthescheduletopreservethepreviousbillingperiod amountswillbethefirststep. ThefollowingstepsarerequiredtoperformaStorePeriodPerformancefunctioninPrimaveraP6. 1. Thefirststepistoclosethecurrentfile(File,CloseAll)andnavigatetothePROJECTMode. 2. SelecttheUP1BdatabaseandrightmouseclicktobringupthedropdownmenuwhichdisplaystheCOPY function. 3. SelectCOPY,thenrightmouseclickagainandselectPASTE. ClickOKineachofthethreedialogboxesthatcomeupaftertheCopyandPastefunctions. 4. [Link].

5. OpenfileUP1C 6. [Link].

ProjectCPMScheduling |2

StoringofPeriodPerformance(continued)
7. NextselectVIEW,LAYOUT,OPEN,IMPORTtobringinapreviouslycreatedlayoutontheP6TrainingCD. Seegraphicbelow.

8. IntheImportLayoutdialogbox,navigatetotheLAYOUTfolderontheP6TrainingCDROMandselect [Link],[Link].

ProjectCPMScheduling |3

StoringofPeriodPerformance(continued)
[Link] columnsinthetabularareaaswellasthecolumnsintheResourcestabtomakesurethattheformat importedcorrectly.

ActualLaborUnits generatedduringstatus ofactivities NoCost Actuals

AlthoughtheP6trainingdatabasehasbeenupdatedandtheActualUnitsThisPeriodhavebeengenerated (bytheprogram),theActualThisPeriodCosts(actualcosts)havetobeinputmanually. 9. SelectActivityC10000andintheRESOURCEStab(intheActivityDetailwindowatthebottomofthe screen)clickintotheActualThisPeriodCostcolumn(intheLUMPSUMResource)andmanuallytypein $50,[Link].


EntertheThisPeriod ActualCostmanuallyin thiscell.

ProjectCPMScheduling |4

StoringofPeriodPerformance(continued)
ClassExercise: InthespreadsheetbelowentertheActualsThisPeriodamountsforeachoftheactivitiesassociatedinthe P6module.

AfteralloftheActualsThisPeriodhavebeenentered,theActualThisPeriodLaborCostcolumnshould resemblethegraphicbelow.

ProjectCPMScheduling |5

StoringofPeriodPerformance(continued)
10. WiththecorrectvaluesforActualUnitsandCostThisPerioddisplayed,itisnowpossibletorollor [Link],[Link] graphicbelow.

11. [Link] SELECTEDboxifthereisnotcheckmarkandselecttheSTORENOWbuttontoinitiatetherollingof [Link] graphicsbelow.


STORENOWbutton initiatesStorePeriod Performancefunction

ProjectData SelecttheYESbuttonto commenceStorePeriod Performance

ProjectCPMScheduling |6

StoringofPeriodPerformance(continued)
AftertheStoredPeriodPerformancehasbeencompletedtheActualThisPeriodLaborUnitsandtheActual [Link] [Link].


Thisproceduremustbedoneaftereachbillingperiodisconsideredfinalandbeforethenextbillingperiod starts.

ProjectCPMScheduling |7

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