AutoCompute Progress in Primavera P6

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AutoCompute Progress in Primavera P6

00 AutoCompute Progress in Primavera P6

Instead of manually recording actual progress or collecting data from Timesheets users, you can automatically calculate expected progress based on the schedule plan. This technique, which uses an option called auto-compute actuals, is a quick and convenient way to update your project.

Because the auto-compute actuals option is available for individual activities, resources, and expenses, you can choose to selectively perform automatic progress calculations as needed for your project.

If you choose to auto-compute actuals for an activity, Primavera calculates the actual dates, percent complete, remaining duration, and actual and remaining units for all assigned resources and for the activity expenses.

Set the activity auto-compute actuals option

You can set this option in the Activity Table or in Activity Details. From the Activity Table, you can view and set this option for multiple activities. You can view details for only one activity at a time.

On the Projects > Activities page > Activity Table

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Activities on the Projects toolbar to display the Activities page.
  3. If necessary, click Customize Activity View on the Activities toolbar to customize your Activity View to display the Auto Compute Actuals column. This column is listed under the General category.
  4. Mark the auto-compute checkbox as needed for individual activities.
  5. When finished, click icon to save changes (Ctrl+S) to save your changes or click icon to cancel changes (Ctrl+Z) to cancel your edits.

In Activity Details

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  1. Display General details.
  2. Click Edit General Information, then mark the Auto Compute Actuals checkbox.
  3. Click Save.

Caution: If you are collecting Timesheets data for an activity, you should not choose the auto-compute actuals option. If you auto-compute actuals for an activity, when you update the project, actual and remaining units/costs are automatically updated for all of the activity’s assigned resources. If assigned resources have existing actuals that they reported for the activity through Timesheets, their reported data is overwritten by the auto-compute calculations.

If you want to automatically update progress for some, but not all, of an activity’s resource assignments, turn off the Auto Compute Actuals option for the activity and turn the option on only for the specific resources you want to update automatically.

Auto-compute actuals for a resource

Note: To turn on the Auto Compute Actuals option for individual resources, you must have access to the features available through the Resources section of P6 Web Access and have access to the specific resources through Resource Security privileges.

If you choose to auto-compute actuals for a resource, Primavera calculates the actual and remaining units for all of the resource’s assignments.

Set the resource auto-compute actuals option

    1. On the Resources Home page, select the resource.

Tip: To quickly access data for a resource you have recently worked with, on the Resources global navigation tab, click the down arrow to display a list of recently viewed items.

  1. On the Details tab, click Settings.
  2. Mark the Auto Compute Actuals checkbox.
  3. Click Save.

Auto-compute actuals for an expense

  1. Display Activity Expense details.
  2. Click the Expense Item name to edit its details.
  3. Mark the Auto Compute Actuals checkbox.
  4. Click Save.

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