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Units not getting updated when the Baseline is Assigned and schedule is progressed !

Noufal K RMember for 12 years
Created
7
7
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Hello Planning professionals,

When updating P6 schedule using Duration % complete, Units are not getting updated automatically. This issue exists when maintain & Assign baseline using "save a copy of project as new baseline" option is chosen. However the issue gets solved when I opted for " Convert another project to a new baseline of the current Project" option. Would like to know the root cause of the issue. Please help

Settings I used,

Project Defaults

Duration type: fixed duration and units

% complete type: Duration

Activity type: Task dependent

Project Calculations:

Recalculate Actual units and cost when duration % changes: Checked

Link Actual to date and actual this period units and costs: Checked

Link Budget and At completion for not started activities : checked

Resource Autocompute Actuals: Checked

Rest all settings are set to default.

7 replies

Oldest first
  1. 0
    Alexandre Faulx-Briole ·

    Hello Noufalk,I am a software

    Hello Noufalk,

    I am a software instructor, and I have been giving training classes on Primavera P6 for years.

    I have frequently noticed that Units are not updated when I show my students how to update a project, in the following conditions:

    * the project default and calculations are the same as yours,

    * I create a new baseline and immediately update a task

    On the contrary, if I close the project and exit P6, and then open the project again before updating my first activity, Units are updated as per the duration %

    The only reason I was able to tell my students is: in the "real life" (I mean: not in a training center class room), it is not usual to update the project just after you have created a baseline. I am not sure this is the actual reason.

    Alexandre

  2. 0
    Zoltan Palffy ·

    The activity percent complete

    The activity percent complete type is one of "Duration", "Units", or "Physical". The percent complete type controls whether the Activity % Complete is tied to the Duration % Complete, the Units % Complete, or the Physical % Complete for the activity. Set the percent complete type to "Duration" for activities which are duration driven, for example, administration tasks and training classes. Set the percent complete type to "Physical" for activities which are work-product driven, for example, creating a document or a product. Set the percent complete type to "Units" for activities which are work effort driven, for example, providing a consulting service.

    so your % complete type should be physical % complete

    also The Duration % of Planned is defined as The activity actual duration percent of planned. Computed as (Actual Duration / BL Duration) * 100. The value can exceed 100. The BL Duration is the activity's at complete duration from the current baseline.

    this i why it is working when you attach a basleine.

  3. 0
    Raymund de Laza ·

    It may need a refresh. Press

    It may need a refresh. Press F5. The database did not update immediately.
  4. 0
    Noufal K R ·

    Hi Alex,It worked when I

    Hi Alex,

    It worked when I closed the schedule and re-opened. Thank you for sharing your valuable experience.

  5. 0
    Noufal K R ·

    Hi Raymund,Refreshing didnt

    Hi Raymund,

    Refreshing didnt work. However when I closed the schedule and reopened , it started working. Thank you for your feedback.

  6. 0
    Noufal K R ·

    Hi Zoltan,Thank you for the

    Hi Zoltan,

    Thank you for the detailed explanation regarding the application of various percent complete type in real scenarios. It was really helpful. 

  7. 0
    Zoltan Palffy ·

    if you give me your email

    if you give me your email address I can send you the details that are in a pdf document 

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