Instead of manually recording actual progress or collecting data from Progress Reporter 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.
I want to
- auto-compute actuals for an activity
- auto-compute actuals for a resource
- auto-compute actuals for an expense
Auto-compute actuals for an activity
If you choose to auto-compute actuals for an activity, Web Access 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
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Activities page.
Note: If necessary, display the Auto Compute Actuals column:
-
In the Activities toolbar, click Customize View
or press Ctrl+F9 to display the Customize Activity Views dialog box.
-
Select the Columns tab.
-
In the Available Columns field, expand the General category.
-
Double-click Auto Compute Actuals to move it to the Selected Columns field.
-
Click OK.
For information about choosing the columns you want to display in the Activity Table, see Choose and organize the content of an activity view.
- Mark the auto-compute checkbox as required for individual activities.
- When finished, click
(Ctrl+S) to save your changes or click
(Ctrl+Z) to cancel your edits.
Caution: If you are collecting timesheet 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 Progress Reporter, 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, Web Access calculates the actual and remaining units for all of the resource's assignments.
Set the resource auto-compute actuals option
- On the Resources Home page, select the resource.
- On the Details tab, click Settings.
- Mark the Auto Compute Actuals checkbox.
- Click Save.
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.
Auto-compute actuals for an expense
- In the activity table, right-click the activity for which you want to view information about related expenses.
- Select Expenses. The Expenses dialog box displays.
- If the Auto Compute Actuals column is not displayed, click the Column selector
, and select Auto Compute Actuals.
- Click the Expense Item name to edit its details.
- Mark the Auto Compute Actuals checkbox.
- Click Save
in the Activities toolbar.