Jul 13 2011

Storing Period Performance in Oracle Primavera P6

From a Pick Beth’s Brain reader: I have been looking at storing period performance and have had little luck.

Yes, this is one of those features in P6 with many steps, but also many benefits.

In P6, by default, actuals will be distributed evenly across time periods. For example, we set up an activity to start the first day of May, and we have actuals for the month of May of 15 hours. We have actuals for the month of June of 25 hours. P6 will display this as 20 hours for May and 20 hours for June. To get the exact amount of hours for each month, you have to store period performance. To do this, take the following steps:

1.) Set up your financial periods:

  1. Select Admin, Financial Periods from the Menu Bar
  2. You can either add your financial periods manually, or set up a batch run by entering the start date and end date and how often the period should be created.

2.) Enter your actuals for the resource into the column, Actuals This Period. It will also put the same amount in the Actual Units Column; at the end of May, Actuals This Period would have 15 hours, as would Actual Units.

3.) When you are done with the update, do Tools, Store Period Performance. This will move the Actuals this Period to the appropriate financial period and zero out the Actuals This Period column. At the end of June, enter 25 hours in Actual This Period. Actuals This Period will have 25 hours and Actual Units will have 40 hours.

4.) To view the financial periods, do the following:

  1. Click Edit, User Preferences
  2. Click on the Application Tab
  3. Enter the Financial Periods that you would like to view.
  4. In the Activity Window, add the financial period columns (they will start with the financial period).

In conclusion, this is a way to see the “true” actuals per financial period instead of its being evenly distributed over the periods.