Working with the Apply Actuals FeatureBefore you run the Apply Actuals command, decide which method you will use to update progress, Auto Compute Actuals or P6 Progress Reporter (timesheets). If using the Auto Compute Actuals method, ensure project managers have marked the Auto Compute Actuals option for select activities, resources, and expenses. If using timesheets, make sure all project resources have recorded their timesheets in P6 Progress Reporter and those timesheets have been approved. When you run the Apply Actuals command, both methods are invoked to determine the actuals that are applied to a given project:
Table of Key Elements When Applying Actuals
Example (Labor Resource): Sarah enters her hours for the most recent timesheet period in P6 Progress Reporter. She then submits her timesheet for review and approval. Once approved, the timesheet hours are ready to be applied to the project. Paul, the project manager, runs the Apply Actuals command. P6 looks for all approved timesheets that fall within the timesheet period and that are less than or equal to the New Data Date value Paul entered on the Apply Actuals dialog box. Only Sarah's approved actuals that fall within the timesheet period will get posted. If she enters actuals in timesheets for 5 weeks but the timesheet period is set for every 2 weeks, the entries that were entered for the 5th week will not get posted until the next timesheet period. Her approved actual hours will be applied to the Actual Units field for the appropriate Labor or Non-Labor assignment which will then trigger the Remaining Units, Actual Duration and Percent Complete fields to be recalculated. Example (Non-Labor Resource): A special pump is listed as a non-labor resource for a project. Since non-labor resources cannot enter actual hours per day in a timesheet, a designated user defined as a resource enters a lump sum amount of hours used for the non-labor resource per timesheet period in the Prior Actuals field. When the Apply Actuals command runs against the project, P6 determines if a value appears in this field, and if it does, it applies this value (with a special calculation for AIA ERP integrations) to the Actual Units field.
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