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Turning on/off the automatic assignment of Actual Cost when an activity is progressed.

Bryon McConnellMember for 10 years 6 months
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I am working in Primavera P6 version 8.2.  I can't explain why I'm seeing different behaviour in different files, given that I believe I am building them all the same way.  Clearly, something is different, but I can't find it.

Specifically, when I mark progress for activities, in some of my files P6 will assign Actual Costs to that activity, and in some of my files it won't.  My preference is to have Actual Costs not automatically assigned.

My hunt around the web and in Paul Harris' book led to the following ideas, but the settings appear to be the same in both comparator files, indicating that they are not what's different:

- "Calculate costs from units" in the Resources tab (turn on);

- "Auto Compute Actuals" for activities (turned off);

I am stumped.  Suggestions?

5 replies

Oldest first
  1. 0
    David Kelly ·

    Bryon,The primary reason for

    Bryon,

    The primary reason for this is that you are updating the activity's Duration % complete, and at the project window "Calculation" tab - you have "recalculate Actual Units and Costs when Duration % changes" ticked.

    You may want on the same Calculation tab to set:

    Add Actual to Remaining (to calculate At Completion)

    Rather than

    Subtract Actual from At completion (to calculate remaining)

     

    Unticking "Calculate costs from units" in the resource dictionary means that the cost of a resource assignment is entered directly rather than calculated as the quantity x the prevailing rate

    Auto Compute Actuals is to allow you to pretend that productivity is perfect and everything is on schedule.

  2. 0
    Zoltan Palffy ·

    run a global

    run a global change

    tools 

    global change

    new 

    up top under Select subject area make sure that it says Activity Resource Assignments 

    then on the right select Add

    where calculate costs from units equals yes

    then calculate costs from units = no

    then on the right select change

    then lower right committ 

  3. 0
    Bryon McConnell ·

    David Kelly, you appear to be

    David Kelly, you appear to be exactly on the mark.  Looking at the "Resource Assignments" portion of the "Calculations" tab in the Project view, indeed the difference between the projects that work properly and those that don't is the check box "Recalculate Actual Units and Cost when duration % complete changes".  I can't explain why it is different from project to project (after all, I built each of them), but now that I know about it, I can manage it.  I'll test it out soon.

    Thank you for your insight!

  4. 0
    David Kelly ·

    Bryon, I am not surpised that

    Bryon,

     

    I am not surpised that you find you have different setting in different projects. My solution is NEVER do "File :new"

     

    Always make a new project by copying a template, which is just a project you have created for just this purpose. It can have the corporate WBS in it, posssibly all those standard activities like "Write safety case" "get three quotes" etc.

    All the project level settings AND the scheduling options are copied as well.

  5. 0
    Zoltan Palffy ·

    David has an excellent Idea

    David has an excellent Idea no need to reinvente the wheel every time. 

    Create a project as a template  with all of the correct project settings

    calendars including standard holidays 

    standard codes to be used on all projects 

    create 1 activity that has the resource that you are going to use with the correct settings

    once this is correct use this to start a new project simply by coping it and changing the start date, data date and finish date for the project.

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