Updating, Scheduling, and Leveling 307
Storing Period Performance (Past Period Actuals)
You can track actual to date units and costs each time the schedule is updated using store period performance. For example, if you increase the actual this period by 50, the Project Management module increases the actual to date by the same amount. At the end of each financial period, reset the actual this period values of all activities and assignments to zero by choosing Tools, Store Period Performance. Resetting the actual this period values does not affect actual to date values; rather, it prepares you to begin tracking new use for the current period.
Storing period performance records actuals for the selected financial period along with earned value and planned value, so you can track previous periods and compare current and future trends. If past period data changes after you store period performance, you can edit the data in financial period columns of the Activity Table and Resource Assignment window.
Your projects may be scheduled to update every two weeks, monthly, or even quarterly. To track actual costs and progress recorded, update your schedule at the times established in the Financial Periods dictionary, then store period performance at the end of the update period and before the start of the next schedule update.
To run Store Period Performance, you must be assigned the
Store Period Performance and Add/Edit Project Activities
Except Relationships project privileges.
For organizations using Primavera ProjectLink, you cannot run Store Period Performance on Microsoft Project (MSP)- managed projects in the Project Management module. For more information on Primavera ProjectLink, click the Help button on any ProjectLink screen to access the help in Microsoft Project (available only if Primavera ProjectLink is installed).
Link actual and actual this period units and cost To store period performance on a project, the actual and actual this period units and cost must be linked. Choose Enterprise, Projects. Click the Layout Options bar and choose Show On Bottom, Project Details. In the Project Details, Calculations tab, mark the Link Actual and Actual This Period Units and Cost option.
Primavera - Project Management
308 Part 4: Updating and Managing the Schedule
For details on defining financial periods in the Financial Periods dictionary, refer to Appendix C of the
Primavera Administrator’s Guide.
Double-click in the Financial Period column to select a financial period.
Post actual amounts for the period Choose Tools, Store Period Performance. The Store Period Performance dialog box lists all open projects. For each project you want to store period performance for, double-click in the Financial Period column to select a financial period. The Select Financial Period dialog box lists all financial periods predefined in the Financial Periods dictionary. If you do not want to store period performance for a project, remove the mark from the corresponding checkbox in the Selected column.
If any open project is read-only or checked out, the Store Period Performance menu option is disabled.
Click to run Store Period Performance for the selected periods.
Unmark the checkbox if you do not want to store period performance for that project.
Click Store Now. The Project Management module stores the actual this period values in the selected financial period for each project (regardless of the data date or actual start dates), then sets actual this period values to zero in anticipation of the next schedule update period.
Primavera - Project Management
