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Cash Flow report without resource loading in P6

Tony ThomasMember for 8 years 2 months
Created
9
4
0

Hi,

How Can I prepare a monthly cash flow report(Budgeted vs Actual) without resource loading in P6, only by putting the budget against each activity?

Thanks in advance

Tony

9 replies

Oldest first
  1. 0
    Zoltan Palffy ·

    putting the budget against

    putting the budget against each activity is resource loading its loading with dollars not manhours

  2. 0
    Tony Thomas ·

    How can I prepare a report

    How can I prepare a report with dollars for each activity?

  3. 0
    Zoltan Palffy ·

    add a resource call LUMPSUM

    add a resource call LUMPSUM or what ever

    filter for all of the activities that you want to cost load

    select edit select all

    right click and select assign 

    then select  resources

    then select the new resource that you created

    now in the resource tab under budgeted cost

    assign the cost for each of teh actyivities

    when done you can either select view show on bottom activity usage spreadsheet

    or view show on bottom resource usage profile thsi will give you your cost curve

  4. 0
    Tom Boyle ·

    I'd agree that cost loading

    I'd agree that cost loading is most commonly done through resource loading of a lump-sum resource as Zoltan has laid out.  The restriction, "...without resource loading in P6...." can be strictly satisfied by loading costs through the Expenses tab.  Although this is not the stated purpose of the Expenses tab, some contract specifications explicitly require it (not sure why.)  

  5. 0
    Mohammed Atia ·

    you can use Expenses to load

    you can use Expenses to load cost on all activities you want,

    add one expense on an activity then export on excel then add the cost and import it again on primavera.

  6. 0
    Zoltan Palffy ·

    I am not sure that you can

    I am not sure that you can get an S curve using expenses

  7. 0
    Tom Boyle ·

    Zoltan, yes you can.

    Zoltan, yes you can.  Activity Usage Profile using Cost instead of Units incorporates all the Expense tab data. 

  8. 0
    Zoltan Palffy ·

    thanks Tom good to know I

    thanks Tom good to know I never uses expenses 

  9. 0
    Rafael Davila ·

    The above example is very

    The above example is very simple for illustration purposes but it is not unusual to have different budgets, perhaps one for purposes of Billings, and another for purpose of cost control where you will track labor, equipment, materials, subcontracts and other cost types for each cost account. In such case you level only cost accounts that define your financial constraints.  The use of Cost Centers make it easy to select the account groups of concern. 

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