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sp & sp tally

3 replies [Last post]
Sat, 2009-06-06 04:35
ROHIT RANGNEKAR
User offline. Last seen 15 years 2 weeks ago. Offline
Joined: 29 May 2009
Posts: 47
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What is the difference between spending plan and spending plan tally ? As per my understanding spending plan is planned allocation each month while spending pan tally is actual expenditure for that month .Is it so?


regards,
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Replies

Thu, 2009-06-18 08:22
#1
Duy Huynh
User offline. Last seen 14 years 22 weeks ago. Offline
Joined: 24 Apr 2008
Posts: 22
Groups: None
Hello,

1. In "Project" window and "WBS" window you can show two columns "Total Spending Plan" and "Actual Cost" for comparison. But it has two limitations:

- Only show total and could not show variance value.
- Only at higher level (Project and WBS) but not at Activity level.

2. You can make a report to show spending plan and actual monthly interval by:

- Click Tool>Report Wizard
- Select New report, click Next
- Click on "Time Distributed Data", click Next
- Scroll down and select "Spending and Benefit Plan", click Next
- In the next screen, "Configure Selected Subject Area", you may select column, group and sort option and filter as your wish.
- In "Date Options" screen, MAKE SURE you check "Time Interval"
- Still in "Date Option" screen, click "Timescale" select Timescale Start and Timescale Finish date as you want, and MAKE SURE "Date Interval" must be set to Month.
- Also in "Date Option" screen, click "Time Interval Fields" to select Fields needed for compare.
- In select Field dialog, under "Time Interval" node find and add "Total Spending Plan" and "Actual Total Cost" columns, click OK.
- Click Next, and click Next again in "Report Title" screen, on the next screen you can preview what going to be printed.
* Still has limitation: no variance can be shown, must see yourself the differents.

Regards,
Duy



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Tue, 2009-06-09 00:15
#2
ROHIT RANGNEKAR
User offline. Last seen 15 years 2 weeks ago. Offline
Joined: 29 May 2009
Posts: 47
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Dear sir,

thanx for your beautiful answer. Does we have any column in primavera where we can fill actyal expenditure and compare plan and actual.


Regards,
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Mon, 2009-06-08 02:55
#3
Duy Huynh
User offline. Last seen 14 years 22 weeks ago. Offline
Joined: 24 Apr 2008
Posts: 22
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Hi,

Spending Plan (SP) means $$$ you assigned current WBS node.
Spending Plan Tally means $$$ you assigned to its child WBS (same level children)

For example of the month Jan - 09 (for all WBS nodes):

1 Spending Plan 10,000 -- Spending Plan Tally: 6,000 + 1,000 = 7,000 (SP of 1.1 + SP of 1.2)-- Undistributed Current Variance: 10,000 - 7,000
1.1 Spending Plan 6,000 -- Spending Plan Tally: 3,000+2,000 (SP of 1.1.1 + SP of 1.1.2)
1.1.1 Spending Plan 3,000
1.1.2 Spending Plan 2,000
1.2 Spending Plan 1,000

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