Calculations Tab of the Project Preferences Dialog Box of the EPS Page
Overview
Use this page to set options that determine how the application will handle project calculations for activities, earned value, and units and costs for the selected project. If an EPS node is selected, the data shown here represents the default settings for the fields.
Note: Options may be disabled if a project is checked out, opened exclusively, or if you do not have the Edit Project Details Except Costs/Financials permission.
Screen Elements
Resource Assignments section
When updating units or costs options
Add actual to remaining: Determines whether P6 will calculate a new at completion value when the remaining units or actual units change. At Completion Units equal Remaining Units plus Actual Units.
Subtract actual from at completion: Determines whether P6 will calculate a new remaining units value when the at completion or actual units change. Remaining Units equal At Completion Units minus Actual Units.
Recalculate actual units and cost when Duration % Complete changes option
Determines whether the actual units and cost values are recalculated when duration percent complete is updated.
Link actual to date and actual this period units and costs option
Determines whether to recalculate actual or actual this period units and costs when one of these values is updated. This option must be marked if you plan to store period performance or edit past period actuals for a project.
Earned Value section
Baseline to be used for earned value calculations options
Determines whether the Project Baseline or User's Primary Baseline will act as the baseline for earned value calculations. This option is honored for the calculation of earned value for all live data and for storing period performance. Summarized and published data is always calculated using the Project baseline.
For further information see: Summarized, Published, and Live Data Usage in P6
Activities section
When changing an activity to not started options
Determines how units and duration are handled if activity progress is removed.
Reset planned duration and units to remaining: Determines whether the application will recalculate planned unit spreads to match the remaining units.
Reset remaining duration and units to planned: Determines whether the application will recalculate remaining unit spreads to match the planned units.
Calculate Activity % Complete from activity steps option
Determines if Activity % Complete is calculated from activity steps or from manual input.
This option is cleared by default. If the option is selected, you must also set Percent Complete Type to Physical on the Activities page to view the calculation in the Activity % Complete field. This option also sets the Physical % Complete field calculation to calculate from activity steps instead of manual input.
For example, if 3 of 4 steps are marked complete, and the steps are weighted equally, the Activity % Complete and the Physical % Complete is 75%.
Link planned and at completion for not started activities option
Determines whether to recalculate all of the planned unit and cost values using the remaining costs and units for activities that have not started. When this option is selected, Planned, Remaining, and At Completion values are set to equal for not started activities.
Getting Here
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page select a project or EPS node, click the Row Actions menu and select Set Project Preferences.
- Click the Calculations tab.
Related Topics
Last Published Wednesday, July 10, 2024