You can view past period actual data spread by financial period in the Resource Usage Spreadsheet and Activity Usage Spreadsheet.
- Right-click in the spreadsheet, then choose Spreadsheet Fields, Customize.
- In the Available Options section, expand either the Cumulative or Time Interval sections, then expand the Financial Period Value section.
- Move the Financial Period Value fields you want to the Selected Options section.
- Click Ok.
Tip:
- If Financial Period Value is not an available section in the Columns dialog box, you have not specified a range of financial periods that are available for display. To specify an available range, choose Edit, User Preferences. Select the Application tab, then specify the range of financial periods you want to display as columns in the Columns section.
- If your organization manually plans future period resource distribution, you can manually enter future period assignment values in Financial Period timescale intervals. Once you baseline the project plan, progress the current project schedule, and store period performance, you can compare the baseline plan's manual assignment values to the current project's past period actuals in spreadsheets and reports.
Note
- You cannot edit past period actual data in spreadsheets. You can edit past period actuals in columns of the Activity Table, Resource Assignments window, and the Activity Details, Resources tab.