How is the manual periodic spread maintained on date changes?
If you've selected the Maintain manual spread on date changes check box while creating or editing a financial plan type or project plan type, then the periodic planning is retained in the plan version on plan line date modifications.
The application either adds or reduces the work or shifts the tasks in the plan without losing the period-level adjustments previously made to the financial project plan, forecast, or budget, as follows:
If the scope of work increases and the line dates are pushed out to increase the duration, then the manual spread prior to the date modifications is retained and blank periods are added to accommodate the new scope of the work.
-
Suppose that the existing periodic spread is as follows:
|
From Date |
To Date |
June 2021 |
July 2021 |
August 2021 |
September 2021 |
October 2021 |
Total Quantity |
|---|---|---|---|---|---|---|---|
|
06/01/21 |
08/31/21 |
10 |
9 |
9 |
Not Applicable |
Not Applicable |
28 |
-
Then, the modified periodic spread is as follows:
|
From Date |
To Date |
June 2021 |
July 2021 |
August 2021 |
September 2021 |
October 2021 |
Total Quantity |
|---|---|---|---|---|---|---|---|
|
06/01/21 |
10/31/21 |
10 |
9 |
9 |
New Period |
New Period |
28 |
If a task has a delayed start but should be completed prior to the initial planned finish date and manual spread exists for that task, then the periods lost during date changes reduce the initial plan.
-
Suppose that the existing periodic spread is as follows:
|
From Date |
To Date |
June 2021 |
July 2021 |
August 2021 |
September 2021 |
October 2021 |
Total Quantity |
|---|---|---|---|---|---|---|---|
|
06/01/21 |
08/31/21 |
10 |
9 |
9 |
Not Applicable |
Not Applicable |
28 |
-
Then, the modified periodic spread is as follows:
|
From Date |
To Date |
June 2021 |
July 2021 |
August 2021 |
September 2021 |
October 2021 |
Total Quantity |
|---|---|---|---|---|---|---|---|
|
08/01/21 |
10/31/21 |
Not Applicable |
Not Applicable |
9 |
New Period |
New Period |
9 |
Let's take another example.
-
Suppose that the existing periodic spread is as follows:
|
From Date |
To Date |
June 2021 |
July 2021 |
August 2021 |
Total Quantity |
|---|---|---|---|---|---|
|
06/01/21 |
08/31/21 |
10 |
9 |
9 |
28 |
-
Then, the modified periodic spread is as follows:
|
From Date |
To Date |
June 2021 |
July 2021 |
August 2021 |
Total Quantity |
|---|---|---|---|---|---|
|
06/01/21 |
7/31/21 |
10 |
9 |
Not Applicable |
19 |
If the periodic information isn't modified and you select to modify the resource planning dates, then the periodic data is re-spread based on the associated spread curve.