292 Part 4: Updating and Managing the Schedule
Estimating Progress Automatically
If you want to estimate progress as if activities are proceeding on schedule, you can automatically calculate actual data based on activity, resource, and/or expense data.
Estimating activity progress is a quick and convenient way to update your project. The module estimates progress only for those activities that were supposed to take place. Since progress can occur out of sequence, you may need to update additional activities.
Set Auto Compute Actuals by activity If you set the Auto Compute Actuals option by activity, the module determines actual dates, percent complete amounts, remaining durations, and actual and remaining units for all assigned resources. Choose, Project, Activities, and open a layout that contains the activities you want to automatically update. Add a column for the Auto Compute Actuals option and mark the checkbox next to each activity.
You should not automatically compute actuals for those activities from which you are collecting timesheet data from the Timesheets module; otherwise, your timesheet data are overwritten when you apply actuals.
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Primavera - Project Management
Updating, Scheduling, and Leveling 293
Set Auto Compute Actuals by resource If you set the Auto Compute Actuals option by individual resource, the module automatically updates actual units and remaining units using the budgeted units and the activity’s percent complete. Choose Enterprise, Resources, and select the resource that you want to automatically update when actuals are applied. Click the Details tab and mark the Auto Compute Actuals checkbox.
To set Auto Compute Actuals for expenses, choose Project, Expenses, then click the Costs tab and mark the Auto Compute Actuals checkbox. Actual and remaining costs and units are updated.
Mark to automatically calculate actuals for the selected resource.
You can not automatically compute actuals for those resources from which you are collecting timesheet data from the Timesheets module. If you choose to disable the timesheet usage, your timesheet data are overwritten when you apply actuals.
Primavera - Project Management
294 Part 4: Updating and Managing the Schedule
For more information on applying actuals, see “Interrupting Activity Progress” on page 303.
Setting Auto Compute Actuals
Setting the Auto Compute Actuals option to ON for an activity automatically updates actual and remaining units/costs for all resources/ expenses assigned to the activity, regardless of whether the individual resources/expenses have the Auto Compute Actuals option set to ON. If you don’t want to update all assignments, turn OFF the activity’s Auto Compute Actuals option and turn it ON only for those resources/expenses you want updated automatically. For example, you may be collecting actual data from some, but not all, resources through the Timesheets module. For those resources from which you are collecting actual data, turn OFF the activityand resource-level Auto Compute Actuals option, and turn it ON for those resources not reporting data through the Timesheets module.
Update progress automatically Once you set the appropriate Auto Compute Actuals options, you can update progress automatically. Choose Tools, Apply Actuals.
Primavera - Project Management