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Store Period Performance

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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152 views7 pages

Store Period Performance

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.
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Download as PDF, TXT or read online on Scribd
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StoringofPeriodPerformance

WhenbillinginExcel(AIAform)orintheP6schedulethecurrentbillingperiodamountsmustberolledor movedtothePreviouslyBilledorActualCostcategoriesbeforestartinganewbillingperiod. WhenthebillinghasbeenapprovedandfinalizedintheAIAformitcanbecopiedtoanewfileforuseinthe nextbillingperiod.TorollorclearouttheThisPeriodamountsinExcel,thecurrentperiodamountswill havetobeaddedintothePreviousApplicationcolumncells.Thiscreatesastartingpointforthenewbilling period.Seegraphicsbelow. Copiedfilereadytoberolled


Rolledfilereadyforcurrentperiodbilling

ProjectCPMScheduling |1

StoringofPeriodPerformance(continued)
CostloadedschedulesinP6reflectbillingproceduresverysimilartoExcel,butrollorstoredata differently.LiketheAIAExcelfile,makingacopyofthescheduletopreservethepreviousbillingperiod amountswillbethefirststep. ThefollowingstepsarerequiredtoperformaStorePeriodPerformancefunctioninPrimaveraP6. 1. Thefirststepistoclosethecurrentfile(File,CloseAll)andnavigatetothePROJECTMode. 2. SelecttheUP1BdatabaseandrightmouseclicktobringupthedropdownmenuwhichdisplaystheCOPY function. 3. SelectCOPY,thenrightmouseclickagainandselectPASTE. ClickOKineachofthethreedialogboxesthatcomeupaftertheCopyandPastefunctions. 4. RenameUP1B1toUP1CandgivetheProjectNameadesignatorofFINAL.Seegraphicbelow.

5. OpenfileUP1C 6. ReturntotheACTIVITIESModeandlocatetheP6TrainingCDRom.LoadCDRomifnotintheCDdrive.

ProjectCPMScheduling |2

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

8. IntheImportLayoutdialogbox,navigatetotheLAYOUTfolderontheP6TrainingCDROMandselect thefilenamedOVERALLBILLINGLAYOUT.plf,thenselectApply.Seegraphicsbelow.

ProjectCPMScheduling |3

StoringofPeriodPerformance(continued)
Thegraphicbelowisthecorrectrepresentationofhowthenewlyimportedlayoutshouldlook.Checkthe columnsinthetabularareaaswellasthecolumnsintheResourcestabtomakesurethattheformat importedcorrectly.

ActualLaborUnits generatedduringstatus ofactivities NoCost Actuals

AlthoughtheP6trainingdatabasehasbeenupdatedandtheActualUnitsThisPeriodhavebeengenerated (bytheprogram),theActualThisPeriodCosts(actualcosts)havetobeinputmanually. 9. SelectActivityC10000andintheRESOURCEStab(intheActivityDetailwindowatthebottomofthe screen)clickintotheActualThisPeriodCostcolumn(intheLUMPSUMResource)andmanuallytypein $50,000.Seegraphicbelow.


EntertheThisPeriod ActualCostmanuallyin thiscell.

ProjectCPMScheduling |4

StoringofPeriodPerformance(continued)
ClassExercise: InthespreadsheetbelowentertheActualsThisPeriodamountsforeachoftheactivitiesassociatedinthe P6module.

AfteralloftheActualsThisPeriodhavebeenentered,theActualThisPeriodLaborCostcolumnshould resemblethegraphicbelow.

ProjectCPMScheduling |5

StoringofPeriodPerformance(continued)
10. WiththecorrectvaluesforActualUnitsandCostThisPerioddisplayed,itisnowpossibletorollor storethePeriodPerformanceintheP6module.SelectTOOLS,STOREPERIODPERFORMANCE.See graphicbelow.

11. TheStorePeriodPerformancedialogboxwillappearwiththeProjectstobeUpdated.Checkthe SELECTEDboxifthereisnotcheckmarkandselecttheSTORENOWbuttontoinitiatetherollingof actualstostoredperformance.SelecttheYESbuttontocommencetheStorePeriodPerformance.See graphicsbelow.


STORENOWbutton initiatesStorePeriod Performancefunction

ProjectData SelecttheYESbuttonto commenceStorePeriod Performance

ProjectCPMScheduling |6

StoringofPeriodPerformance(continued)
AftertheStoredPeriodPerformancehasbeencompletedtheActualThisPeriodLaborUnitsandtheActual ThisPeriodLaborCostscolumnsarecompletelyzeroedout.TheActualLaborUnitsandActualTotalCost columnsarepopulatedwiththecorrectfigures.Seegraphicbelow.


Thisproceduremustbedoneaftereachbillingperiodisconsideredfinalandbeforethenextbillingperiod starts.

ProjectCPMScheduling |7

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