Store Period Performance
Store your period performance to capture activity data for the reporting cycle currently being updated and to closeout the period. The data captured in store period performance includes period actual units and cost, earned value and planned value amounts, schedule percent complete, performance percent complete, current CPI, SPI and TCPI values, and current estimate to complete and estimate at completion values. When you store period performance, the values captured for the reporting period become historical read-only values that you can view for billing purposes and to monitor schedule progress. The "Actual This Period" unit and cost fields are reset to 0 after the period is stored.
Before running the store period performance, you should update activity actual start dates, percent complete, and costs or units and make sure that your activities have been marked as started. Activities started after the period closeout date are not included in the period closeout unless there have been updates to the Planned Value or Earned Value amounts. You should also schedule the project and ensure that the data date is later than the reporting period finish date of the period being stored.
To store period performance, it is recommended that you have the Store Period Performance (Enable) and Project Costs/Financials (Edit) privilege for the project.
To store period performance:
- Navigate to the Activities page
- In the object selector, select a project or program.
- In the sidebar, hover over Schedule, and select Activities.
- Select the Actions menu, and then select Store Period Performance.
Note: This option will not be available if you have not yet set up store period performance for this schedule.
- In the Store Period Performance dialog box, select Store.
Last Published Tuesday, May 21, 2024