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P6 Professional User Guide

3)In the Accrual Type field, select one of the following:

Start of Activity, to accrue the entire expense on the date the activity begins End of Activity, to accrue the entire expense on the date the activity ends

Uniform Over Activity, to evenly distribute the expense over the course of the activity's duration

Enter cost information for expenses

1)Choose Project, Expenses.

2)Select the expense, then click the Costs tab.

3)In the Budgeted or Planned Units field, type the number of units you expect the expense's assigned activity to use.

4)In the Price/Unit field, type the price for each unit.

The module calculates and displays the budgeted or planned cost of the selected expense (budgeted or planned units * price ¸ unit) in the Budgeted or Planned Cost field.

5)To enter actual expense costs already incurred by the activity, type the cost in the Actual Cost field.

To automatically calculate an expense's actual cost based on the activity's planned completion percentage, mark the Auto Compute Actuals checkbox.

Change an expense's activity assignment

1)Choose Project, Expenses.

2)Select the expense item you want to reassign, then click the Activity tab.

3)In the Activity Name field, click .

4)Select the activity to which you want to reassign the expense, then click the Select button.

Cost Accounts

Cost accounts

You can create cost accounts and associate them with activity resource assignments or expenses in a project.

Cost accounts are hierarchical, and they enable you to track activity costs and earned value according to your organization's specific cost account codes.

You can specify a project's default cost account. This cost account is used for resource assignments to activities and project expenses in the open project.

If you receive the message, "Too Many Cost Account Items To Display," when opening the Cost Account Library, switch to Table View. If you must use the Chart View, apply a filter to show less data.

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Developing Projects

Create a cost account hierarchy

1)Choose Enterprise, Cost Accounts.

Click the Cost Account ID column label to display the cost accounts hierarchy. An outline symbol in the Cost Account ID column label indicates a hierarchy display.

2)In the Cost Accounts list, select a cost account immediately above and of the same hierarchy level as the cost account you want to add, then click Add.

3)Type the cost account's ID.

4)Type the cost account's name.

5)Click Modify to type a description of the cost account in an HTML editor.

In the editor, you can format text, insert pictures and tables, copy and paste information from other document files (while retaining formatting), and add hyperlinks.

Edit a cost account

1)Choose Enterprise, Cost Accounts.

Click the Cost Account ID column label to display the cost accounts hierarchy. An outline symbol in the Cost Account ID column label indicates a hierarchy display.

2)Select the cost account you want to edit.

3)To change the cost account's position in the hierarchy, click the appropriate arrow buttons.

4)Type a new cost account ID.

5)Type a new cost account name.

Note

If you change a cost account's ID or name, your change applies to all activity assignments.

Delete a cost account

1)Choose Enterprise, Cost Accounts.

2)Select the cost account you want to delete, then click Del./Merge.

If activities or projects are assigned to the cost account, the Cost Account in Use dialog box is displayed. To delete the cost account and specify a replacement cost account, choose Select Replacement Account, click OK, then select a replacement account. To delete the cost account without specifying a replacement cost account, choose Delete Account(s), then click OK.

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