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Collecting/Entering Actual Units

Kelly RandolphMember for 23 years 3 months
Created
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We are getting ready to start creating cost and resource loaded schedules and do not use Progress Reporter. To get around this I went into Resource Assignments and created a layout that included project, resource name, wbs, cost account and activities along with with budgeted and actual units with a timescale of months/weeks. I did this and thought I did something smart, created a manual version of progress reporter timesheets!

When I tested the system I dicovered that when I enter actual units for week #1 and then move the data date into week #2, a portion of the actual units are moved into week #2. I do not want that! I want the units to stay where I entered them. The only way to do that is to give the activity a finish date.

Here is the question can anyone suggest to me a good layout/solution for collecting actual units every week or bi-weekly?

5 replies

Oldest first
  1. 0
    Voltaire Taguinod ·
    Kelly,

    I have tried this out also, and unfortunately the only way to have your actual units "stay" on the period you want to is via Progress Reporter. If you enter actual units in P3e, the actual units are distributed evenly across the periods.

    This is unlike P3 where it has a Store Period Performance. P3e doesnt have this feature.
  2. 0
    Amar Aghana ·

    P3 e&c Ver 4.1 :

    In the following option, I mean,

    View > Show on Bottom > Activity Details> Resource Tab>

    What is the difference between "Actual Regular Units" and "Actual Units".

    Thanks, Amar.
  3. 0
    Bill McMichael ·
    Kelly & Voltaire,

    Primavera Version 5, which was just released , has a feature to store "past period actuals." You define periods and then store actual units and costs in a period (monthly, weekly, whatever). Voltaire, this is similar to P3 3.1’s feature to store period performance you referenced. I think this is what you are looking for.

    Regards,
    Bill
  4. 0
    Bill McMichael ·
    Amar,

    "Actual regular units" are actual units minus overtime units. If you don’t track overtime units they will always be identical.

    Regards,
    Bill
  5. 0
    Amar Aghana ·
    Thanks bill.- Amar.

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