Future Period Planning: Deleting, Copying, Pasting, and Replacing Data

Copying and pasting a project, WBS, or activity

When you copy and paste a project, WBS or activity which has had future period data entered against it, the future period values are copied to the new project, WBS or activity if you choose to copy Resource and Role Assignments in the Copy Activity Options dialog box.

Deleting future period values

When you delete a future period value, P6 considers the value to be a zero.

Deleting a project, WBS, activity, or assignment

When you delete a project, WBS, activity, or assignment, the associated future period values are also deleted. This cannot be undone.

Deleting a resource or role with manual future period values

When you delete a resource or role, you can choose to preserve the associated assignment data, including future period data, by merging the data with another resource.

Assigning a new resource to an activity that already has a resource assignment with manually entered future period values

When you add an assignment to an activity that already has an existing assignment, P6 respects your My Preferences settings for assignment staffing.

When you add a resource assignment to an activity that already has an existing resource assignment with manual future period values, P6 considers your selection for the When assigning a resource to an existing activity assignment preference in the Resources section of the Global tab of My Preferences. If you select Always use the new resource's Units/Time and Overtime factor the future period values of the existing resource assignment may be respread across future periods if the new resource you assign has a different Uints/Time. If you select Always use current assignment's Units/Time and Overtime factor the units you that have been entered into future periods for the existing resource assignment are not changed for the existing assignment.

When you add a resource assignment to an activity that already has an existing role assignment (or vice versa), P6 considers your selection for the When a resource and role share an activity assignment preference in the Resources section of the Global tab of My Preferences. If you select Always use resource's Price/Unit the future period values for the existing role assignment may be respread across future periods based on the values of the new resource. If you select Always use role's Price/Unit the future period values for the existing resource assignment may be respread across future periods based on the new role's values.

Removing or replacing a resource assignment with manually entered future period values

When you replace the resource or role assigned to an activity future period values entered for that assignment are preserved with the new assignment.

When you remove a resource or role assignment that has future period values, the future period values are deleted. If other assignments with future period values exist on the same activity, those assignments' future period values may change based on the activity type and your user preference settings for assignment staffing in the Resources section of the Global tab of My Preferences.

Related Topics

Reference Topics

P6 Team Member Interface Field Names

Action Required for Document Reviews Toolbar

Action Required for Workflows Toolbar

Activity Count Columns of the Activity Table

Activity Steps Columns of the Activity Table

Applying Actuals Based on the Auto Compute Actuals Method

Applying Actuals Based on the Timesheets Method

Available Columns of the Activities Page

Available Columns of the Assignments Detail Window of the Activities Page

Available Columns of the Assignments Page

Available Columns of the EPS Page

Baseline Columns of the EPS Table

Bubble Chart Settings Area

Budget Columns of the EPS Table

Calendar Tab of the View Calendar Dialog Box of the Activities Page, EPS Page, Assignments Page, or Resources Page

Cost Columns of the EPS Table

Costs Columns of the Activity Table

Costs Columns of the Assignments Table

Dates Columns of the Activity Table

Dates Columns of the Assignments Table

Dates Columns of the EPS Table

Default Settings for Views

Document Search Criteria

Document Security (Reference)

Durations Columns of the Activity Table

Durations Columns of the Assignments Table

Durations Columns of the EPS Table

Earned Value Columns of the Activity Table

Earned Value Columns of the EPS Table

Errors Section of the Leveling Report Log

Future Period Planning: Entering and Editing Data

Future Period Planning: Importing and Exporting Data

Future Period Planning: Miscellaneous Information

Future Period Planning: Settings

Future Period Planning: Troubleshooting

Future Period Planning: Updating Projects

General Columns of the Activity Table

General Columns of the Assignments Table

General Columns of the EPS Table

Histogram Chart Settings Area

Level Resources Dialog Box (Reference)

Lists Columns of the Activity Table

Multiple Float Paths of the Activities Table

My Reviews Toolbar

My Workflows Toolbar

Number of Activities Columns of the EPS Table

Pages Supporting Filters

Percent Complete Columns of the Activity Table

Percent Complete Columns of the Assignments Table

Percent Complete Columns of the EPS Table

Performance Status Calculations

Personal Information Tab of the My Preferences Page

Pie Chart Settings Area

Portfolio Analysis Settings Area

Portfolio Analysis Toolbar

Portfolios Navigation Bar

Pre-response Thresholds (Risks)

Preferences Columns of the EPS Table

Private Documents Toolbar

My Documents Portlet Toolbar

Publication columns of the EPS Table

Recent Documents Toolbar

Resource Columns of the Assignments Table

Resources Navigation Bar

Risk Exposure (Pre-response)

Risk Exposure Calculations

Risk Scoring Method Description

Scorecard Settings Area

Set the Industry Type (P6 EPPM Only)

Standard Work Week Tab of the View Calendar Dialog Box of the Activities Page, EPS Page, Assignments Page, or Resources Page

Summary Columns of the EPS Table

Summary Tab of the View Calendar Dialog Box of the Activities Page, EPS Page, Assignments Page, or Resources Page

Team Member and P6 Mobile tab of the Consent Notice Page

Timesheet Feedback Columns of the Activity Table

Units Columns of the Activity Table

Units Columns of the Assignments Table

Units Columns of the EPS Table



Legal Notices | Your Privacy Rights
Copyright © 1999, 2020

Last Published Friday, October 1, 2021