.

ProjectCPMScheduling |1
StoringofPeriodPerformance

WhenbillinginExcel(AIAform)orintheP6schedulethecurrentbillingperiodamountsmustberolledor
movedtothePreviouslyBilledorActualCostcategoriesbeforestartinganewbillingperiod.
WhenthebillinghasbeenapprovedandfinalizedintheAIAformitcanbecopiedtoanewfileforuseinthe
nextbillingperiod.TorollorclearouttheThisPeriodamountsinExcel,thecurrentperiodamountswill
havetobeaddedintothePreviousApplicationcolumncells.Thiscreatesastartingpointforthenewbilling
period.Seegraphicsbelow.

Copiedfilereadytoberolled

Rolledfilereadyforcurrentperiodbilling

.
ProjectCPMScheduling |2
StoringofPeriodPerformance(continued)

CostloadedschedulesinP6reflectbillingproceduresverysimilartoExcel,butrollorstoredata
differently.LiketheAIAExcelfile,makingacopyofthescheduletopreservethepreviousbillingperiod
amountswillbethefirststep.

ThefollowingstepsarerequiredtoperformaStorePeriodPerformancefunctioninPrimaveraP6.
1. Thefirststepistoclosethecurrentfile(File,CloseAll)andnavigatetothePROJECTMode.

2. SelecttheUP1BdatabaseandrightmouseclicktobringupthedropdownmenuwhichdisplaystheCOPY
function.

3. SelectCOPY,thenrightmouseclickagainandselectPASTE.

ClickOKineachofthethreedialogboxesthatcomeupaftertheCopyandPastefunctions.

4. RenameUP1B1toUP1CandgivetheProjectNameadesignatorofFINAL.Seegraphicbelow.

5. OpenfileUP1C

6. ReturntotheACTIVITIESModeandlocatetheP6TrainingCDRom.LoadCDRomifnotintheCDdrive.

.
ProjectCPMScheduling |3
StoringofPeriodPerformance(continued)

7. NextselectVIEW,LAYOUT,OPEN,IMPORTtobringinapreviouslycreatedlayoutontheP6TrainingCD.
Seegraphicbelow.

8. IntheImportLayoutdialogbox,navigatetotheLAYOUTfolderontheP6TrainingCDROMandselect
thefilenamedOVERALLBILLINGLAYOUT.plf,thenselectApply.Seegraphicsbelow.

.
ProjectCPMScheduling |4
StoringofPeriodPerformance(continued)

Thegraphicbelowisthecorrectrepresentationofhowthenewlyimportedlayoutshouldlook.Checkthe
columnsinthetabularareaaswellasthecolumnsintheResourcestabtomakesurethattheformat
importedcorrectly.

AlthoughtheP6trainingdatabasehasbeenupdatedandtheActualUnitsThisPeriodhavebeengenerated
(bytheprogram),theActualThisPeriodCosts(actualcosts)havetobeinputmanually.
9. SelectActivityC10000andintheRESOURCEStab(intheActivityDetailwindowatthebottomofthe
screen)clickintotheActualThisPeriodCostcolumn(intheLUMPSUMResource)andmanuallytypein
$50,000.Seegraphicbelow.

EntertheThisPeriod
ActualCostmanuallyin
thiscell.
ActualLaborUnits
generatedduringstatus
ofactivities
NoCost
Actuals

.
ProjectCPMScheduling |5
StoringofPeriodPerformance(continued)

ClassExercise:
InthespreadsheetbelowentertheActualsThisPeriodamountsforeachoftheactivitiesassociatedinthe
P6module.

AfteralloftheActualsThisPeriodhavebeenentered,theActualThisPeriodLaborCostcolumnshould
resemblethegraphicbelow.

.
ProjectCPMScheduling |6
StoringofPeriodPerformance(continued)

10. WiththecorrectvaluesforActualUnitsandCostThisPerioddisplayed,itisnowpossibletorollor
storethePeriodPerformanceintheP6module.SelectTOOLS,STOREPERIODPERFORMANCE.See
graphicbelow.

11. TheStorePeriodPerformancedialogboxwillappearwiththeProjectstobeUpdated.Checkthe
SELECTEDboxifthereisnotcheckmarkandselecttheSTORENOWbuttontoinitiatetherollingof
actualstostoredperformance.SelecttheYESbuttontocommencetheStorePeriodPerformance.See
graphicsbelow.

STORENOWbutton
initiatesStorePeriod
Performancefunction
SelecttheYESbuttonto
commenceStorePeriod
Performance
ProjectData

.
ProjectCPMScheduling |7
StoringofPeriodPerformance(continued)

AftertheStoredPeriodPerformancehasbeencompletedtheActualThisPeriodLaborUnitsandtheActual
ThisPeriodLaborCostscolumnsarecompletelyzeroedout.TheActualLaborUnitsandActualTotalCost
columnsarepopulatedwiththecorrectfigures.Seegraphicbelow.

Thisproceduremustbedoneaftereachbillingperiodisconsideredfinalandbeforethenextbillingperiod
starts.