Edit past period actual data
You can view and edit past period actual data for any financial period in the Activity Table and the Resources tab of Activity Details. The available financial period columns are listed in the Financial Period Value group of columns in the Columns dialog box.
You can display Activity Table columns for all of the following financial period fields:
- (Period Name): Actual Expense Cost
- (Period Name): Actual Labor Cost
- (Period Name): Actual Labor Units
- (Period Name): Actual Material Cost
- (Period Name): Actual Nonlabor Cost
- (Period Name): Actual Nonlabor Units
- (Period Name): Earned Value Cost
- (Period Name): Earned Value Labor Units
- (Period Name): Planned Value Cost
- (Period Name): Planned Value Labor Units
You can change the Resources tab columns of Activity Details to display Actual Cost and Actual Units columns for any financial period.
After you expose the columns you want, you can edit any value by clicking in the field.
Tips
- There might be several financial periods specified in the financial period calendar assigned to the project. The Columns dialog box lists all the fields listed above for the range of financial periods you select in the User Preferences, Application tab. You must define a range of financial periods to display; otherwise, financial period columns are not available.
- To edit past period actual data, the actual and actual this period units and cost must be linked in the project. Before editing past period actual data, verify that the Link actual to date and actual this period units and costs option is selected on the Project Details, Calculations tab.
Notes
- You cannot edit past period actual data for activities that do not have an actual start date. You can edit past period actual data for activities that have resource assignments in the Resource Assignments window or in the Resources tab of Activity Details.
- You cannot edit past period actual data if the project is read only or checked out.
- For milestone activities, you can only edit past period expense costs.
- When connected to a P6 Professional database: You must be assigned the Edit Period Performance, View Project Cost/Financials, Edit WBS Costs/Financials, and Add/Edit Activities Except Relationships project privileges to edit past period actual data.
When connected to a P6 EPPM database: You must be assigned the appropriate project privileges as defined in P6 to edit past period actual data.
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Last Published Friday, October 4, 2024