Use the Store Period Performance dialog box to store past period actuals for a project. You can select to store period performance for any open project.
Project ID: The project's unique identifier. This field is read-only.
Project Name: The name of the project. This field is read-only.
Selected: Unmark the checkbox for each project you do not want to store period performance for.
Financial Period Calendar: The name of the Financial Period Calendar assigned to the project. This field is read-only.
Financial Period: Double-click to open the Select Financial Period dialog in which you can select a predefined financial period.
Data Date: The current data date of the project. This field is read-only.
Store Now: Click to store period performance for the selected projects.
Notes
- If any open project is checked out or read-only, you cannot store period performance.
- When connected to a P6 Professional database: You must have the Add/Edit Activities Except Relationships and Store Period Performance project privileges to store period performance.
When connected to a P6 EPPM database: You must have the appropriate project privileges as defined in P6 to store period performance.
- The Link actual to date and actual this period units and costs option in the Project Details, Calculations tab, must be selected to store period performance.