Set Up Store Period Performance

Set up store period performance for your schedule to start storing period values. When setting up store period performance, you will determine the reporting cycle and the earned value baseline.

The reporting cycle is the period of time that is captured in store period performance and should coincide with your project's billing cycle. You can define reporting cycles at the workspace-level Summary & Settings. Because there can only be one reporting cycle per project, if there has been a Period Closeout in the Scope app of the same schedule, then the reporting cycle used there is also the one that will be used for store period performance.

An earned value baseline should be set if you want to capture earned value metrics in your stored periods. Setting the earned value baseline will include earned value calculations, such as Budget at Completion and Percent Complete amounts, in your stored period data. If you do not set the earned value baseline, these amounts will remain at zero. If your earned value baseline does not already exist, you can create it while you set up period performance. You can also choose to use store period performance without an earned value baseline.

Because you will be working with project settings and schedule data, including costs and baselines, it is recommended that you have the following privileges in a Project permission set before you set up store period performance: Project (Edit), Store Period Performance (Enable), Baselines (Add), Baseline - Set Project Baseline (Enable), Recalculate Project Costs (Enable), and Project Cost/Financials (Edit).

You will only need to setup store period performance one time. After it has been setup and the first period has been stored, you can't make any changes to the setup.

To set up store period performance:

  1. Navigate to the Activities page
  2. Select the Actions menu, and then select Set Up Period Performance.

    Note: This option will not be available if you have already setup store period performance for this schedule.

  3. In the Set Up Period Performance dialog box, in the Select Reporting Cycle field, select a reporting cycle to store period performances against.

    Note: The Select Reporting Cycle field will be read-only if there has been a period closeout in the Scope app of the same schedule.

  4. Select Next.
  5. (Optional) In the Earned Value step, create or select an earned value baseline to include in your stored periods. You can choose to skip this step if you don't plan on including earned value metrics with your stored period data.
    To create a baseline if one does not already exist:
    1. Name: Enter a name for the baseline.
    2. Type: Select the type of baseline. Options are Original, Current, and Supplementary.
    3. Category: Select the baseline category. Options are limited to what has been set up for your workspace by your organization. If a baseline is already associated with the selected type, the currently assigned category displays or is blank.
    4. Baseline Date: Select the date that the project data will be captured as the baseline.
    5. Description: Enter a description of the baseline.

      Note: If a baseline type already exists for the schedule, you will not be able to create a new baseline of that type. You will be able to select the existing baseline to use.

    To select an existing baseline:

    • In the Type field, select the baseline that you would like to use. The Name, Baseline Date, and Description fields will be read-only for an existing baseline.
  6. Select Finish.


Last Published Tuesday, May 21, 2024