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How to use Store Period Performance in P3?

10 replies [Last post]
Fri, 2007-11-09 02:36
Sum Lap Key
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How to use Store Period Performance in P3?

I know how to store the Period Performance. But I don’t know how to retrieve the stored value and how to use it for progress monitoring and comparison?

Please help

Thank you

Mercer
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Replies

Sun, 2010-07-04 23:47
#1
James bid
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Groups: GPC Qatar, Petro-Chem / Oil & Gas
Thank you Rodel for your response.
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Sun, 2010-07-04 21:01
#2
Rodel Marasigan
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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.
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Sat, 2010-07-03 02:40
#3
James bid
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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
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Sun, 2010-06-27 21:21
#4
Cameron Stewart
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Joined: 24 May 2010
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Groups: Civil Engineering
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
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Fri, 2007-11-09 11:43
#5
Sum Lap Key
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Joined: 7 Nov 2007
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For setting up financial period, how can it be done in P3?

I can’t select admin and financial period on P3 menu.

Could you mind to give me more information about this?

Thank you very much
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Fri, 2007-11-09 05:20
#6
Rodel Marasigan
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Joined: 25 Oct 2006
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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

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Fri, 2007-11-09 05:02
#7
Sum Lap Key
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Dear Jerry

Thank you very much for your reply and useful information.

Mercer

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Fri, 2007-11-09 04:40
#8
Jerry Lan
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Joined: 12 Sep 2006
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Groups: Petro-Chem / Oil & Gas
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
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Fri, 2007-11-09 03:55
#9
Sum Lap Key
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So do you know what and how to use of store period performance in P3?
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Fri, 2007-11-09 03:24
#10
Jerry Lan
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Joined: 12 Sep 2006
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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
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