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Reports in P6

Shareef Abdul AzeezMember for 21 years
Created
8
4
0
Hello,

Can any one tell me how I can generate a Cash Flow report from P6.
In P3 I had the option of either using the Graphical reports and generate or use tabular report to get the spread in excel and the manually generate a curve.
How can i do this in P6.

I tried using export function into XLS type where I used ’Expenses’ but my export file is empty...Where did I go wrong.

My next doubt is when I enter a material resource for example in my project I have 8 bridge bearings each say 10,000$, totally 80,000$. Now to get this amount in the cost should I enter the budgeted units as 8...?(ie, 8 X 10,000$ =80,000$)???(as I have noticed that bugeted units, remaining units/Time are time realted and depend on my duration)
I tried to enter the budgeted amount (material cost) manually as 80,000$ but on recalculation this figure turns back to 0 ???




8 replies

Oldest first
  1. 0
    Anbin Ponnith ·
    Hi Shareef
    As i Understood in P6 There is no Graphical Report as we Have in P3
    U Can Try the Following Option
    Click ->Activity Usage SpreadSheet
    Collapse it to Level 1
    Right Side u Can See Cost or Units Right Click on it ->click Spreedsheet Field
    For Cummulative Cost
    Cummulative->Cost->Cum Budget Total Cost or Cum Budget Material Cost
    For The Period Cost
    Time Interval ->Cost-> Budget Total Cost or Budget Material Cost
    Right Click on The Time scale ->Select Date interval Week r Month
    Just Copy The Budget total Cost & Cum Budget total cost value and paste it in Excel
    Now u Can Manually Create S- Curve
    Regards
    Anbin
  2. 0
    Anbin Ponnith ·
    Hai Shareef
    If u Are Going to Type Budget Cost Directly
    In the Resource Dictonary Please Check the Following Option
    1.Select the Resource
    1.Units & Price tab- >Price/unit->1.00 (it May be Zero)
    2.Details->uncheck the calculate cost from unit
    Recalulate Assignment Cost is Calculated base on Price/Unit*Budget Unit
    3.Now if u run Recalculate Assignment Cost I hope it wont Change

    Regards
    Anbin
  3. 0
    Rodel Marasigan ·
    Shareef,

    Expenses export is referring to expenses tab in Activity Detail Window. If you define a resource you should use Resource Assignment as suggested by Anbin.
  4. 0
    James bid ·
    Hi Rodel!

    I experienced confusion when I input the budgeted cost in resource tab making "cash" as the resource name, when I click the activity usage spreadsheet I found out that the budgeted cost was assigned only on the start of the activity whereas in default, it should be distributed evenly on the duration of the activity.
    But when I tried to view the budgeted units , it works and distributed evenly.
    What should I do?

    Thanks
  5. 0
    Rodel Marasigan ·
    Christopher,
    Right Click at Activity Usage spreadsheet and select Spreadsheet Fields then under Time Interval->Cost groups double click Budgeted Labor Cost and under Unit groups double click Budgeted Labor Units then close. You should have both on the spreadsheet at you will see if cost or units are not distributed. If not make sure that the resource has a Price/unit define then select Tools-> Recalculate Assignment Cost.
  6. 0
    Shareef Abdul Azeez ·
    Thanx Anbin & Rodel for you response.!!

    I used the activity spread sheet and generated the cumulative budgeted cost but I cant manage to copy the values from P6.Should I manually enter them in excel or is there some way to copy and paste from the spread sheet?

    The next thing is my cumulatave budgeted cost keeps on extending beyond my project finish date . This is not a serious issue but I would like to know if this has got something to do with financial periods???

    And about the assignment of budgeted cost ....I started off assigning the ’Remaining Units/Time’ to each resource and this calculates the ’Budgeted Units’ and thereby using the ’Price/Unit’ it calculates the ,Budgeted Cost’. Am I doing it right here???? Now the issue was with one activity where the resource assigned was of material type. Now for this for eg I have 8 No.s of bridge bearings each costing 10,000$; how can I enter cost. What I tried to do was to enter the Material Cost for this resource directly from the activity status form, coz other wise I would have to enter ’Budgeted Units’ as 8 which would multiply with the ’Price/Unit’ to give me the required amount. Is this the right way coz I confused that in this case the programme calculates ’Remaining Units/Time’ as Budgeted Units/duration (ie, 8/ Duration lets say 10 days ie, 8/10=0.8 which will normally be shown as 0 in the ’Remaining Units’ section.....Now this does not make sense which mean I will be using 0.8 of the bearing per day where as this is one whole item.................................In short how do we input material cost..!!!


    Another difficuly I now face is that with P3 I used to generate resource projections and produce graphical reports for each resource instantly . It looks like I will have to manually move all the data to excel to do this.

    How do you handle this???

    Best Regards
    Shareef
  7. 0
    Shareef Abdul Azeez ·
    Oops...

    about the profile ...I found it!!!

    We can use page setup from print preview and generate the profile...
    Finally a relief!!
  8. 0
    Anbin Ponnith ·
    Hai Shareef
    S-Curve
    If u Want to Create Manually S- Curve U try the Follwing steps
    After Collapsing to Level 1,Click on Budget Cost
    Ctrl+C
    Open the Excel File & Paste It
    Resource Histogram
    If u Want to Have Separate Histogram for Each Resource u can Click on Resource Usage Profile Option
    Click ->Display->Filter by Current project Resource
    Now if u Click on the required resource u can see its profile
    U Can use Same Print Option To Print
    If U want to Know the Value of Corressponding Period u can use resource spreadsheet
    Cummulative Budget Cost
    U can Click on Activity Usage Spreedsheet-> Spreadsheet Field ->Select BudgetCost
    After Collapsing to Level 1,Click on Budget Cost
    Ctrl+C
    Open the Excel File & Paste It
    In that U Can See which activity Cost Is going beyound ur finish date
    After That Check the Planned Start & Planned Finish Date for all the Resource Assigned to the activity


    Regards
    Anbin

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