Apply actuals
- Choose Tools, Apply Actuals.
The Project(s) To Be Updated section lists all the projects you can update, along with the current data date and the project planned start for each project. - Specify whether to use the same data date for all projects or whether each project uses its own data date.
- In the New Data Date field, click
and select the new data date or click the arrows to select a new data date based on timesheet end dates.
- Specify whether to recalculate the remaining duration based on the activity duration type or to always recalculate. If you choose to always recalculate, all activities are treated as Fixed Units and Fixed Units/Time.
- Click Apply.
When connected to a P6 EPPM database: The job is now sent to a queue and run as an ASAP service. Because the job is not run locally from P6 Professional, there might be a time lag before it is processed. The status of your job, such as pending, failed, running, or completed, appears in the Last Job Request field in the status bar of your screen. You can also click Tools, Job Status to display the Job Status dialog box for details about the status of jobs. Finally, a message appears in the taskbar, along with the Oracle icon, when the job completes successfully or if it fails to complete successfully. The message appears for ten seconds and displays the internal job name of the job. After ten seconds only the Oracle icon continues to appear, and you can click it to view the message.
- When connected to a P6 EPPM database: When the job completes successfully, press F5 to refresh open windows with the latest data.
Tips
- To calculate activity, resource, and expense actuals according to the project plan, rather than hours, units, and completion percentages reported by resources, mark the Auto Compute Actuals checkbox for each resource (in the Details tab of Resource Details) or nonresource cost (in the Expenses tab of Activity Details).
- To use resource curves or manual future period values when applying actuals, mark the Auto Compute Actuals checkbox for each resource (on the Details tab of Resource Details). See the Updating projects section of the Future period bucket planning FAQ for detailed information to consider when applying actuals for assignments with manual future period values.
- When connected to a P6 Professional database: You can set up a job service to apply actuals to your projects at a specified time.
When connected to a P6 EPPM database: You can use P6 to apply actuals to your projects as a recurring job that runs at a specified time.
- If submitted or resubmitted timesheets exist that have not been approved when you apply actuals for a project, you are prompted to review the timesheets. Click Yes if you want to review the timesheets; click No if you want to skip the unapproved timesheets and apply actuals.
- When connected to a P6 EPPM database: The Last Job Request field in the status bar of your screen displays the status of the last job request that you submitted during this work session. So if you submit two jobs, only the status of the last request appears.
Related Topics
Job Status dialog box (P6 EPPM Only)
Future period bucket planning FAQ
Configure a job service (P6 Professional Only)
Last Published Wednesday, April 10, 2024