How to use Store Period Performance in P3?

Thank you Rodel for your response.

Christopher,

Yes it is okay to define Financial period equal to the durations of the Project and define a batch for weekly cut-off. Make sure to run Store performance period every cut-off date define after the update of Progress.

Hi Rodel!



Is it ok to consider the Financial period equal to the duration of the project making

Project start = Batch start date

Project Finish = Batch Finish Date

ex. PS= 01-Sept-07

PF= 30-Nov-07

Financial period =every week

so it will create 12 financial periods.



Please guide me.



Thanks

Hello!



I am working on a computer that has Suretrak 3.0b and I need to store period performance. This version does not seem to have the tools> store period performance menu structure of P3 which I have used in the past.



Does anybody know how to store period performance in this version of Suretrak?



Thanks,

Cameron

Mercer,



Before you can use Store Period Performance in P3e/P5/P6 you need to setup your financial period first.



Ex: monthly

a)     Select Admin on your P5 Menu and click Financial Period.

b)     Change the Batch Start Date(ie: 01-Sep-07)

c)     Change the Batch End Date (ie: 30-Nov-07)

d)     Click every month and change to 1

e)     Click Batch Create

Note: It should create 3 Financial Period and rename it to Sep 07, Oct 07 and Nov 07.

f)     Click Close



Then:

1) Select Edit -> Users Preferences

2) Select Application Tab

3) On Select Financial Period to view in column change it to Sep 07 to Nov 07.



You can use store Tools-> Store Period Performance every month cut off and you can view these financial period into columns.



Hope this help,

Rodel

Sum Lap key,



Tools > Store Period Performance



You have do do it every week or every month depending on the period/time interval of your choice. It will be from your last ’store Period Performance’ to your current data date.



Then you go to



Edit > Period Performance to view.



Regards,

-j- erry

Hi Sum Lap Key,



I remember we can only compare activity by activity, but not in a report or excel. Maybe in P5 we can?





Regards,

Jerry