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Updating The Schedule

This document discusses two ways to update a project schedule in P6 Professional: manually updating individual activities or letting the program automatically calculate progress based on the project plan. It provides instructions for manually updating start dates, finish dates, duration percentages and physical percentages at the activity level. Closing or committing changes saves the updates to the database.

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mayur_lanjewar
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196 views

Updating The Schedule

This document discusses two ways to update a project schedule in P6 Professional: manually updating individual activities or letting the program automatically calculate progress based on the project plan. It provides instructions for manually updating start dates, finish dates, duration percentages and physical percentages at the activity level. Closing or committing changes saves the updates to the database.

Uploaded by

mayur_lanjewar
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Updating the schedule

Choose from a couple of ways of updating your schedule. You can update activity progress manually, or you can have P6 Professional automatically calculate progress according to the project plan.

If your project is progressing exactly as planned, or if you only need to estimate progress, simply specify the data date or "as-of" date and allow the module to automatically update activities that should have progressed, calculate the remaining durations of activities that have started, and set the remaining durations of activities that have completed to zero. See Data date. If your project is not progressing as planned many activities are starting out-ofsequence, activities are taking more or less time to complete than originally planned, actual resource use is exceeding planned use update activities and resources individually. This will help you forecast the effects of unforeseen circumstances, so that you can take appropriate corrective action. Most projects contain some activities that progress as planned and some which do not. In this case, combine the two updating methods. Calculate your project as if it is progressing exactly as planned, then individually update those activities and resources that have deviated from the plan.

Once you update a project, choose File, Commit Changes, to save your changes and update the database immediately. Closing also automatically commits data changes.

Update progress for individual activities


1. Choose Project, Activities, then select the activity you want to update. 2. Display Activity Details, then click the Status tab. See Display window details. To update actual dates, mark the Started checkbox, then specify the actual start date in the Started field. If the activity is complete, mark the Finished checkbox, then specify the actual finish date in the Finished field. -OrTo update activities with Duration percent complete type, click the Remaining field and type the remaining number of workperiods needed to complete the selected activity. When you schedule or apply actuals, the actual duration is calculated as the total working time from the actual start date to the current data date (for in-progress activities) or to the actual finish date (for completed activities), using the activitys calendar. -OrTo update activities with Physical percent complete type, type the physical percent complete and the remaining duration for the activity. If resources are assigned, you must also update each resources actual regular units.

3. Repeat the previous steps for each activity you want to update. Tips

To automatically update actual units and costs when Duration percent complete is updated, you must mark the checkbox to Recalculate Actual Units and Cost when Duration % Complete Changes in the Calculations tab of Project Details. If you manually plan future period resource/role distribution in the Resource Usage Spreadsheet, the module updates progress for individual activities based on the manual values you enter for assignments. How? o If you update activity progress by modifying Duration % Complete or Remaining Duration on the activity, the activity's actual units are updated using the manual remaining unit distribution when you apply actuals, as long as the project option 'Recalculate Actual Units and Cost when duration percent complete changes' (Project Details, Calculations tab) is marked. o If you update activity progress by modifying the Remaining Units or Remaining Early Finish on the assignment, the activity's actual units are updated using the manual planned or budgeted unit distribution when you apply actuals, as long as the project option 'Recalculate Actual Units and Cost when duration percent complete changes' (Project Details, Calculations tab) is marked. o If you update activity progress by modifying the Actual Units on the activity or assignment, manual future period planned or budgeted and remaining unit values are not updated when you apply actuals.

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